Matt Shepherd
Wealth Management Banking
- Role
- Wealth Management Banking at Merrill Lynch
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Matt Shepherd
The postings on this site are my own and do not necessarily represent Bank of America’s…
Experience
Wealth Management Banking
Nov 2022 — Present · Charlotte, NC, US
Partner with Financial Advisors to deliver holistic financial strategies for high-net-worth clients. This role is at the intersection of investment advisory, private banking, and lending, designed to deepen client engagement and drive business growth.Key Contributions & Core Responsibilities:• Collaborate closely with Merrill Financial Advisors to craft and execute personalized financial solutions across banking, lending, and investment services.• Act as a primary point of contact for clients’ day-to-day banking needs, delivering a white-glove service experience that builds trust and retention.• Leverage advanced knowledge of credit, cash management, and liquidity strategies to support clients’ short- and long-term financial goals.• Identify and capitalize on cross-sell opportunities, proactively aligning client needs with Merrill Lynch’s suite of financial products and services.• Maintain full compliance with regulatory, risk, and operational standards in a fast-paced, client-first environment.
Skills
- Process Improvement
- Team Building
- Forecasting
- Corporate Events
- Sales
- Advertising
- Warranty
- Time Management
- Automotive Aftermarket
- Customer Satisfaction
- Customer Retention
- Customer Service
- Profit
- Dealers
- Social Media Marketing
- Social Media
- Retail
- Negotiation
- Automobile
- Automotive
- Digital Marketing
- Finance
- Sales Process
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