Jeremy Kaneer
Director, Investment Solutions Advisor Experience Executive
- Role
- Director, Investment Solutions Group Advisor Experience Executive at Merrill Lynch
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Jeremy Kaneer
Experienced leader with a demonstrated history of working in the financial services industry. Skilled in Financial Planning, Retirement Planning, and annuity strategies. Strong finance professional with a Bachelor of Science focused in Business Management from University of North Florida.
Experience
Director, Investment Solutions Group Advisor Experience Executive
Jan 2025 — Present · Jacksonville, FL, US
Education
University of North Florida
Bachelor of Science, Business Management
2003 — 2007
Skills
- Mutual Funds
- Equities
- Outlook
- Series 6
- Chartered Retirement Planning Counselor
- Insurance
- Series 66
- Finance
- Investments
- Financial Advisory
- Uniform Combined State Law
- Customer Service
- Financial Services
- Retirement
- Management
- Access
- Wealth Management
- Retirement Planning
- Financial Planning
- Series 63
- Series 7
- 401k
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