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Dante Lavender

Financial Advisor @Merrill Lynch

Reston, VA, US
EMAILS
d••••••••@ml.com
MOBILE NUMBERS
+15•••••••06

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WORK HISTORY

May 2020 — Present

Financial Advisor @Merrill Lynch

My mission is to provide our clients with a financial experience they can only find with our team. I connect with our clients personally to understand how we can address their current needs and prepare for the unexpected. At this time, I focus on delivering the enterprise and meeting the banking and lending needs of our clients, ranging from individuals to corporations. After making a career change from clinical and mental health counseling to finance, I realized immediately that whenever you are trusted to guide someone with their finances, you have been invited to join them on their journey through life. I take great pride in that honor, which is why I give our clients my all.

SKILLS

Timely Decision MakingCommunicationSocial MediaPsychological AssessmentPsychologyDatabasesLeadershipAcademic AdvisingProgram DevelopmentSpssMicrosoft WordPreziQualtricsActive LearningMindfulnessPersonality AssessmentMicrosoft ExcelResearchCommunity OutreachData AnalysisStudent AffairsProblem SolvingQuantitative ResearchHigher EducationInformation OrganizationQualitative ResearchTeam LeadershipLeadership DevelopmentBehavioral InterventionEnglishMicrosoft OutlookCareer DevelopmentTableauStudent DevelopmentOral & Written Communication SkillsEmployee TrainingProblem AnalysisPublic SpeakingPresentationsToad Data Modeler

ABOUT DANTE LAVENDER

Building More Than Portfolios: Building Futures. Financial guidance is deeply…

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