Dean Quintas
Assistant Vice President, Senior Portfolio Advisor - Wealth Management Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Dean Quintas
With over two decades of experience in the financial services industry, I recently joined the Thorndyke Sheppard Group at Merrill in 2020. I focus on constructing and managing personalized, goal-based portfolios for clients and business owners in order to help them achieve their essential and aspirational goals in addition to meeting their responsibilities and priorities. I utilize a team of professionals to assist in the areas of investment management, retirement and college planning, home financing, securities lending, banking, estate planning, and wealth transfer strategies.*Banking and Lending Services are through Bank of America N. A.(NMLS ID: 20•••24)
Experience
Financial Advisor
Aug 2020 — Present
Education
University of illinois
Bachelor's Degree
1989 — 1993
DePaul University
Masters of Business Administration
1996 — 1999
Skills
- Project Management
- Private Equity
- Key Account Management
- Due Diligence
- Hedge Funds
- Equity Valuation
- Financial Modeling
- Customer Retention
- Strategy
- Financial Reporting
- Financial Markets
- Client Services
- Trading
- Investment Banking
- Corporate Finance
- Management
- Business Analysis
- Financial Analysis
- Market Analysis
- Banking
- Risk Management
- Team Management
- Asset Management
- Analytics
- Business Strategy
- Capital Markets
- Portfolio Management
- Competitive Analysis
- Mergers & Acquisitions
- Account Retention
- Investor Relations
- Entrepreneurship
- Finance
- New Business Development
- Leadership
- Business Development
- Business Process Improvement
- Fixed Income
- Valuation
- Equities
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