Ian Dubee
Merrill Lynch / Bank of America
- Role
- Vice President Financial Solutions Advisor at Merrill Edge
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Experience
Vice President Financial Solutions Advisor
Dec 2012 — Present
Responsible for Opening Bank and Investment Accounts Constructing Investment Portfolios for a variety of client goals and objectives Managing Staff to increase sales effectiveness and quality referral numbers. Mentoring new employees starting with the firm and teaching all aspects of role. Leading Sales Initiatives by presenting on sales calls and sales meetings. Successfully coached teams at 12 separate banking centers.
Education
California State University - East Bay
Bachelor of Science (B.S.), BS Finance
2007 — 2010
Skills
- Financial Planning
- Strategic Finance
- Financial Analysis
- Series 66
- Financial Markets
- Investments
- Series 7
- Wealth Management
- Investment Strategies
- Mutual Funds
- Portfolio Management
- Retirement Planning
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