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
Private Wealth Advisor, Senior Vice President
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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