Chelsea Botta

Senior Vice President, Private Wealth Advisor

Role
Private Wealth Advisor, Senior Vice President at Merrill Lynch
Location
Boston, MA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Chelsea Botta

My primary goal as a Private Wealth Advisor is to provide a different kind of client…

Experience

  1. Private Wealth Advisor, Senior Vice President

    Merrill Lynch

    Jan 2023 — Present

Education

  • Marist College

    Bachelor's Degree

    2009 — 2013

Skills

  • Financial Reporting
  • Valuation
  • Investments
  • Bloomberg
  • Portfolio Management
  • Mergers
  • Financial Analysis
  • Finance
  • Bloomberg Terminal
  • Financial Accounting
  • Mergers
  • Economics
  • Accounting
  • Microsoft Excel
  • Financial Modeling
  • Private Equity

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Chelsea Botta — Private Wealth Advisor, Senior Vice President at Merrill Lynch in Boston, MA, US | Unifers