Christopher Durkin

VP, Wisconsin Market Client Relationship Manager

Role: Wisconsin Market Client Relationship Manager at Bank of America Merrill Lynch
Location: Milwaukee, WI, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Christopher Durkin

I began my career with Robert W. Baird in Milwaukee, WI in May 2017. I currently hold my…

Experience

Wisconsin Market Client Relationship Manager
Bank of America Merrill Lynch
Mar 2025 — Present · Milwaukee, WI, US
Leads the service delivery model and wealth management bank strategy of the Wisconsin Market to drive business growth.Ensures client service expectations are met and exceeded while balancing the risk and exposure for Merrill.Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service.Manages the Wisconsin Market’s Wealth Management Client Associates and Service Support Staff.Leads Wealth Management Client Associates and the market operations professionals to meet and exceed the bank’s client service expectations and operational excellence goals.Coaches teams to deliver a modern, digital-first model focusing on client satisfaction.Represents the Wisconsin Market and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel.Proactively identifies opportunities to connect Financial Advisors and clients to the broader enterprise.Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit.Oversees the client service experience and reviews the approval of new client accounts.Manages daily operations ensuring compliance to industry regulations, policies, and procedures.

Education

University of Wisconsin-Madison
Bachelor of Science (B.S.), Personal Finance
2010 — 2014

Skills

Retirement
Insurance
Investments
Fixed Annuities
Retirement Benefits

Contact information

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Current company

Bank of America Merrill Lynch

Financial Services · 16K employees · Charlotte, North Carolina, United States

From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world. “Bank of America Merrill Lynch” is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Bank of America is a marketing name for the Retirement Services business of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, BofA Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Merrill Lynch Professional Clearing Corp., all of which are registered broker-dealers and Members of SIPC, and in other jurisdictions, by locally registered entities. BofA Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA. Investment products: Are Not FDIC Insured May Lose Value Are Not Bank Guaranteed Any opinions, views, statements, estimates or projections (“posts”) posted on this web page are solely those of the individual author(s). As such, posts by an employee of BofAML or any of its affiliates are solely those of such employee or agent and do not necessarily reflect the views of BofAML. BofAML is not responsible for the content, or output of external websites. For Terms and Conditions and Disclaimers, please visit go.bofaml.com/social. Bank of America LinkedIn Community Guidelines can be found at: http://about.bankofamerica.com/en-us/social-media/linkedin-community-guidelines.html

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About Christopher Durkin

Experience

Wisconsin Market Client Relationship Manager

Education

University of Wisconsin-Madison

Skills

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