Carleena Fiorenza
Investment Management Specialist, Assistant Vice President @Merrill Lynch
Signup · Get unlimited contacts
WORK HISTORY
Investment Management Specialist, Assistant Vice President @Merrill Lynch
EDUCATION
University of Florida
Bachelor's Degree
University of Florida
Master's Degree
SKILLS
ABOUT CARLEENA FIORENZA
Carleena joined Merrill Lynch Wealth Management in 2017 as a recent graduate. She is a dual Gator, receiving both a Bachelor of Science in Finance and a Master of Science in Finance from the University of Florida. Focusing on investments within the team, her role is to develop strategies to pursue client\'s individual goals through a customized, yet consistent portfolio construction process. By leveraging the thought leadership of the Chief Investment Office and vast resources of Merrill she assists in aligning each client\'s portfolio with his or her stated goals. In her free time, she enjoys attending performances at the Broward Center of Performing Arts and backpacking through foreign countries. She is actively engaged in the community, volunteering with the Junior League of Fort Lauderdale.*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A,(\"Bank of America\") and Merrill Lynch, Pierce, Fenner & Smith Incorporated (\"MLPF & S\" or \"Merrill\"), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.