Jennifer Squillante

Senior Business and Finance Executive ➸ Client & Business Development ➸ Team Development ➸ Growth Strategy ➸ Inspiring Sales Teams to Achieve the Impossible

Role
Vice President Financial Advisor Team Manager Business Revitalization Revenue Growth Leadership at Merrill Lynch
Location
Miami Beach, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Vice President Financial Advisor Team Manager Business Revitalization Revenue Growth Leadership

    Merrill Lynch

    Mar 2015 — Present · New York, NY, US

    I was recruited into this role to attract new business and guide associate teams to support staff while providing long-term estate and trust planning.Role Highlights Include:→ Grew net new assets under management 3.5X over tenure. I spearheaded changes to the existing business model to increase the company\'s competitiveness and accommodate evolving industry standards.→ Achieved 41% new business growth and maintained a competitive market position. I attracted new business and expanded existing client relationships.→ Drove new plan growth 16X over previous 5 years. I customized solutions to help clients with a range of individualized needs and assist them in reaching long-term goals.

Education

  • Boston University

    BACHELOR OF ARTS

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