Kai Qian
Financial Advisor at Merrill Lynch
- Role
- Financial Advisor at Merrill Lynch
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Mar 2021 — Present · New York, NY, US
Serve as a Financial Advisor at Merrill Lynch Wealth Management. In this capacity, I actively develop comprehensive wealth management and investment strategies for high net worth individuals and their families. After fully evaluating a client\'s complete financial situation, I provide customized advice relating to asset allocation, liability management, capital markets, retirement planning and generational wealth transfer strategies. I am experienced with both custom and commercial lending. My diverse client base ranges from rising executives, successful entrepreneurs, experienced hedge fund & private equity managers, and generational wealth beneficiaries.
Education
University of Pennsylvania
Bachelor of Arts - BA, Economics, East Asian Studies
2008 — 2012
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