Marco Perez
Client Associate @ Merrill Lynch | CFP Candidate, Emerging Leader
- Role
- Wealth Management Client Associate at Merrill Lynch
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Marco Perez
As a Wealth Client Associate at Merrill Lynch, I provide comprehensive and customized…
Experience
Wealth Management Client Associate
Jun 2024 — Present · Raleigh, NC, US
Education
Campbell University, Lundy-Fetterman School of Business
Bachelor of Business Administration - BBA, Trust & Wealth Management
2014 — 2018
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