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
Experience
Vice President Financial Advisor Team Manager Business Revitalization Revenue Growth Leadership
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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