Kevin Wolnik

Vice President Senior Fsa Crpc @Merrill Edge

Miami-Fort Lauderdale, FL, US

EMAILS

[email protected]

MOBILE NUMBERS

+19•••••••41

Reveal Contact Details

Signup · Get unlimited contacts

WORK HISTORY

Dec 2018 — Present

Vice President Senior Fsa Crpc @Merrill Edge

View department →

Miami, TX, US

I work with High Net Worth Bank and Investment clients by helping them accomplish their life priorities. I can do this because I’m able to work as my clients trusted advisor helping them navigate through their day to day cash management and lending needs with Bank of America. This aligns with the clients long term retirement and investment goals by working with a Merrill Financial Solutions Advisor like myself that understands the clients overall financial picture.

SKILLS

InsuranceInvestmentsFinancial RiskAsset ManagementFinancial ServicesCrmRelationship ManagementSmall BusinessCredit AnalysisUnderwritingWealth ManagementLoan OriginationExecutive ManagementDue DiligenceAsset Based LendingEquitiesBankingMutual FundsBusinessRisk ManagementFixed AnnuitiesSalesRetirement PlanningMortgage LendingCreditSmall Business LendingRetail BankingAccountingInvestment BankingReal EstateMortgage BankingSecuritiesEstate PlanningPortfolio ManagementManagementLoansCommercial LendingCommercial BankingRefinanceRetirement

ABOUT KEVIN WOLNIK

I am a financial professional with 26 years of experience in the financial services…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.