John Towey
Managing Director Merrill Lynch Wealth Management - Head of Client Service
- Role
- Managing Director Merrill Lynch Wealth Management - Head of Client Service at Merrill Lynch
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About John Towey
Dynamic leader with 30 years of Wealth Management and Banking executive experience with a…
Experience
Managing Director Merrill Lynch Wealth Management - Head of Client Service
Mar 2020 — Present · US
Education
The College of New Jersey
Bachelor of Fine Arts (BFA), Design and Visual Communications, General
1986 — 1990
Skills
- Brokerage Statement Operations & Design
- Process Improvement
- Equities
- Management
- Relationship Management
- Leadership
- Series 7
- Wealth Management
- Securities
- Financial Services
- Project Management
- Change Management
- Remote Deposit Capture
- Fixed Income
- Brokerage
- Business Relationship Management
- Performance Measurement
- Investments
- Check Processing
- Strategy
- Team Leadership
- Program Management
- Business Process Improvement
- Six Sigma
- Wealth Management Services
- Call Center Transformation
- Organizational Leadership
- Operations Management
- Transition Management
- Strategic Planning
- Banking
- Risk Management
- Vendor Management
- Change Leadership
- Business Analysis
- Financial Analysis
- Finance
- Financial Services Print Production
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