Keith Paris

Director, Sr Client Relationship Manager @Bank of America Merrill Lynch

Jacksonville, FL, US
EMAILS
k••••••••@bofa.com
MOBILE NUMBERS
+19•••••••37

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WORK HISTORY

Oct 1997 — Present

Director, Sr Client Relationship Manager @Bank of America Merrill Lynch

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Jacksonville, FL, US

With 33 years industry experience, I help plan sponsors ensure their companies offer the most competitive benefit programs that help attract, retain and prepare their employees for retirement.Focused on the Institutional (Large/ Mega) markets, my clients offer DC, DB, NQ, Equity Compensation and Health Care Savings (HSA) plans. A majority of my clients are integrated relationships with a single vendor/point of contact for their employees as well as plan sponsors.

EDUCATION

1985 — 1989

University of Hartford

BSBA

SKILLS

Alternative InvestmentsAsset AllocationBankingMutual FundsWealth ManagementCustomer RetentionDefined BenefitInvestmentsRetirementClient RetentionSeries 6FinanceFinancial ServicesCrmEmployee BenefitsRetirement PlanningFinraClient ServiceManagementClient AcquisitionEquitiesDeferred Compensation401(K) Retirement Savings Plans401kSeries 7Qualified Retirement PlansSeries 66Series 63Relationship ManagementSecuritiesCustomer Relationship Management (Crm)

ABOUT KEITH PARIS

Specialties: Series 6, 7, 63, 66 Life, Health and Variable Annunities License

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