Frank L. Ferro
Wealth Management Private Banker
- Role
- Wealth Management Private Banker at Merrill Lynch
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Experience
Wealth Management Private Banker
Nov 2021 — Present · Cleveland, OH, US
Identify and own the client onboarding process • Document client interactions and provide team with time sensitive updates • Execute on team service model • Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team\'s client book segmentation strategy • Engage specialists/partners to address client\'s needs • Identify and own the client off boarding process • Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest level of client service • Monitor and report on client satisfaction and manage the resolution of client escalations
Education
Kent State University
Nutrition Sciences
Hondros College
Life and Health Insurance
2013 — 2014
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