Jess Byrd
VP, Financial Education Strategist, Team Lead @Bank of America Merrill Lynch
Cincinnati, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2022 — Present
VP, Financial Education Strategist, Team Lead @Bank of America Merrill Lynch
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Cincinnati, OH, US
EDUCATION
N/A
Xavier University
Master of Business Administration - MBA, Corporate Governance
2006 — 2010
The Ohio State University
Bachelor of Arts (B.A.), Economics
SKILLS
Wealth ManagementLong-Term CareFixed AnnuitiesAsset AllocationMutual FundsFixed IncomeSalesCustomer ServiceBusiness TravelMicrosoft ExcelLife InsuranceFinanceVariable AnnuitiesSeries 65MappointLeadershipPensionsIrasSocial SecurityInvestmentsFinancial AdvisoryDrmSeries 63Budget ManagementTerm Life InsuranceRetirement Planning401(K) Retirement Savings PlansEquitiesFinancial PlanningSeries 6InsuranceSecuritiesEstate PlanningFinancial ServicesMicrosoft CrmUnderwritingPersonal PensionsSeries 7RetirementStrategic Financial Planning
ABOUT JESS BYRD
Director, Financial Education Strategist Team Lead Merrill Lynch
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