James Simpson
- Role
- Financial Advisor, Vice President at Merrill Lynch
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About James Simpson
James Simpson joined Merrill Lynch Wealth Management in McKinney, Texas as a Vice…
Experience
Financial Advisor, Vice President
Jan 2020 — Present
A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers\' strategies, funds or portfolios.
Skills
- Product Development
- Credit
- Commercial Lending
- Business Process Improvement
- Training & Development
- Banking
- Microsoft Office
- Project Management
- Sales Management
- Sales
- Relationship Development
- Finance
- Wealth Preservation Planning
- Credit Analysis
- Management
- Process Improvement
- Investments
- Mutual Funds
- Change Management
- Loans
- Marketing Strategy
- Wealth Accumulation
- Customer Relationship Management (Crm)
- Wealth Transfer
- Trading
- Sales Operations
- Financial Analysis
- Financial Services
- Securities
- Relationship Building
- Leadership
- Customer Service
- Consumer Lending
- Operations Management
- Strategic Planning
- Business Analysis
- Risk Management
- Strategy
- Wealth Management
- Asset Management
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