Chelsea Fox
Relationship Manager, The Milner Group
- Role
- Relationship Manager, Assistant Vice President at Merrill Lynch
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Chelsea Fox
The one thing I love most about Wealth Management is the ability to make a true impact in client\'s lives by providing extraordinary service to assist with meeting client\'s financial goals.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Relationship Manager, Assistant Vice President
Mar 2023 — Present
Education
University of Kentucky
Bachelor's Degree
2012 — 2016
Skills
- Presentation Skills
- Data Analysis
- Client Services
- Investment Banking
- Asset Allocation
- Banking
- Mutual Funds
- Series 7
- Financial Services
- Auditing
- Interpersonal Communication
- Qualified Retirement Plans
- Regulatory Compliance
- Investment Strategies
- Financial Transactions
- Client Confidentiality
- Financial Planning
- Quality Control
- Accounting
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