Freddie Moultrie

Freddie Moultrie

Wealth Advisor at Merrill Lynch

Role
Wealth Advisor at Merrill Lynch
Location
Washington, DC, US
LinkedIn followers
500 followers

Experience

  1. Wealth Advisor

    Merrill Lynch

    Jun 2022 — Present · Washington, DC, US

Education

  • University of Maryland Global Campus

    Masters of Science in Management

    2011 — 2014

  • Gonzaga College High School

    High School Diploma

  • University of Maryland at College Park

    Bachelor of Business Administration, Finance and Logistics

  • University of Maryland Global Campus

    Masters of Business Administration

    2011 — 2014

Skills

  • Loans
  • Banking
  • Sales
  • Financial Analysis
  • Portfolio Management
  • Credit
  • Credit Analysis
  • Finance
  • Sales Management
  • Risk Management
  • Strategy
  • Coaching
  • Training
  • Marketing
  • Small Business Lending
  • Relationship Management
  • Retail Banking
  • Customer Service
  • Commercial Lending
  • Commercial Banking

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