Brian Herring

Financial Advisor

Role
Financial Advisor at Merrill Lynch
Location
Eugene, OR, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Brian Herring

As your Merrill advisor, I take the time to understand what\'s important to you so I can provide personalized strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.

Experience

  1. Financial Advisor

    Merrill Lynch

    Jun 2023 — Present

Education

  • University of Oregon

    Bachelor's Degree

    2013 — 2016

Skills

  • Management
  • Leadership
  • Relationship Management
  • Systems Analysis
  • Conflict Resolution
  • Analytical Methods Development
  • Team Building
  • Team Leadership
  • Project Management
  • Client Liaison
  • Teaching
  • Training & Development
  • Interpersonal Communication
  • Presentation Design
  • Staff Supervision
  • Marketing Strategy
  • Sales
  • Customer Service
  • Mac Os
  • Microsoft Platform
  • Microsoft Word
  • Microsoft Office
  • Microsoft Excel
  • Powerpoint
  • Photoshop

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Brian Herring — Financial Advisor at Merrill Lynch in Eugene, OR, US | Unifers