Ilya Dayter

About Ilya Dayter

Ilya Dayter is a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management in Green Bay, Wisconsin. Drawing on his years of financial service experience, he serves the wealth management needs of clients across the country, including business owners, entrepreneurs, corporate executives, and the \"millionaire next door\" who have sacrificed and saved. In light of his military background, Ilya has always derived a strong sense of purpose in his service to others. Everything he does begins and ends with you. His wealth management process is ongoing, and it begins with a conversation to discuss your goals, values, and objectives. Where are you financially? Where do you hope to be in the future? What are your hopes and fears? What might be preventing you from achieving your goals? A notable strength of Ilya\'s practice is his ability to complement and work seamlessly with your circle of advisors, including your accountants, legal advisors, and other professionals to help integrate the various aspects of your financial life. Ilya\'s specialty are employee benefits for business, trust, and wealth transfer planning for individuals and families; with a primary focus of exit planning. Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*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.

Experience

1. Senior Financial Advisor, Vice President

   Merrill Lynch

   Sep 2021 — Present

Education

• Chapman University

  Bachelor's Degree

  2005 — 2008

Skills

• Analysis
• Competitive Analysis
• Start-Ups
• Business Strategy
• Banking
• Financial Modeling
• Spss
• Financial Analysis
• Research
• Investments
• Insurance
• Strategic Consulting
• Management Consulting
• Business Planning
• Cross-Functional Team Leadership
• Lateral Thinking
• Business Analysis
• Data Analysis
• Project Management
• International Relations
• Veterans
• Strategic Planning
• Account Management
• Portfolio Strategies
• Market Analysis
• Market Research
• Business Development
• Leadership
• Business Process Improvement
• Finance
• Consulting