Satyam Desai
Senior Vice President, Senior Resident Director - Wealth Management Advisor
- Role
- Senior Resident Director - Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
About Satyam Desai
I serve a wide range of client needs and can draw on my experience to design strategies…
Experience
Senior Resident Director - Wealth Management Advisor, Senior Vice President
Feb 2014 — Present
Help deliver wealth management, executives services, tax minimization strategies and key employee planning to individuals and businesses.Trust, fiduciary, and investment management services[, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America Private Bank is a division of Bank of America, N.A, Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for certification.
Education
Michigan State University
Bachelor's Degree
2002 — 2006
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