George Zaki
Financial Advisor, Senior Portfolio Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Wayne, NJ, US
- LinkedIn followers
- 500 followers
About George Zaki
Managing your wealth really starts with getting a clear picture of everything you have in…
Experience
Financial Advisor
Jul 2022 — Present
As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. You\'ll find I\'m committed to building and maintaining a strong relationship with you, a relationship that can help you focus on your full financial picture and concentrate on what may be the most important financial decisions of your life. As your Merrill advisor, I can provide you with advice and guidance to help you develop a personalized financial strategy and help you consider your risk tolerance, time horizon and liquidity needs.
Skills
- Cross-Functional Team Leadership
- Practice Management
- Medical Devices
- Ehr
- Customer Relations
- U.s. Health Insurance Portability and Accountability Act (Hipaa)
- Creative Sales
- Negotiation
- Market Planning
- Healthcare
- Beverage Industry
- New Business Development
- Hipaa
- Solution Selling
- Account Management
- Health Information Exchange
- Software Implementation
- Analysis
- Sales Operations
- Customer Service
- Process Improvement
- Healthcare Information Technology (Hit)
- Sales Management
- Salesforce.com
- Sales
- Strategic Planning
- International Sales
- Emr
- Healthcare Information Technology
- Project Planning
- Alcoholic Beverages
- Competitive Analysis
- Team Building
- Management
- Contract Negotiation
- Trade Shows
- Forecasting
- Budgets
- Sales Process
- Marketing
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