Brian Stanton

About Brian Stanton

Experienced Investment Analyst and Relationship Manager with a demonstrated history of…

Experience

1. Senior Private Wealth Relationship Manager

   Merrill Lynch

   Aug 2015 — Present · Boston, MA, US

   The Sharma Group is a full-service wealth management team with a national scope. We provide customized advice and guidance to a select group of corporate executives, entrepreneurs, ultra-high-net-worth families, foundations and endowments. We combine the attentive, responsive and professional service of a small group with access to the intellectual capital, in-depth due diligence and top-quality research and technology of one of the largest global financial services companies. We draw on our experience, market acumen and professional skills to help you grow and preserve your wealth.Responsibilities:Assessing customer needs, through collaboration, delivering the full resources of Bank of America and Merrill Lynch to the client, and delivering highly customized solutions to meet client needs.Supporting the overall Goals-Based Wealth Management process to certain client segments. Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences.Review, research, and communicate market trends and their impact on asset allocation to advisors and clients. Developing investment proposals and analytics for new clients and rebalancing suggestions for existing clients.Coordinating regular investment strategy meetings to discuss changing or evolving economic trends. Monitoring and updating proprietary asset allocation models to reflect current opportunities and themes. Conducting ongoing investment and market research and and following disciplined process to monitor and respond to external events.Managing Due Diligence Process and Product Selection.Developing strategic partnership with investment managers. Exploring new business development initiatives and increasing team visibility. Providing organizational and marketing support to FA team as needed.

Education

• University of Massachusetts Dartmouth

  Bachelor of Science

  2006 — 2010

Skills

• Asset Allocation
• Mutual Funds
• Event Management
• Microsoft Excel
• Powerpoint
• Finance
• Financial Analysis
• Accounting
• Investments
• Peoplesoft
• Strategic Financial Planning
• Sales
• Financial Services
• Crm
• Fundraising
• Fund Accounting
• Spss
• Microsoft Word
• Team Leadership
• Leadership
• Management