Matthew Buckley
Participant Services Team Manager @Bank of America Merrill Lynch
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WORK HISTORY
Participant Services Team Manager @Bank of America Merrill Lynch
Jacksonville, FL, US
EDUCATION
Rutgers University
Bachelor of Arts (B.A.), History
SKILLS
ABOUT MATTHEW BUCKLEY
With over 10 years of experience in the financial services industry, I am a passionate and driven leader who strives to provide the best solutions for my clients and team. I have a strong background in investment products, customer support, and relationship building, and I enjoy working with diverse and high-performing teams across the business. I am currently a Team Manager at Merrill.In my past roles, I have leveraged my skills in investment products, customer support, and relationship building to manage the performance and development of my team, and to collaborate with other teams and stakeholders to improve problem solutions and client satisfaction. I use my Series 7, 6, 9, and 10 licensing to provide guidance to my team and clients on various investment options and strategies. I am proud of the results that we have achieved as a team, as we have consistently exceeded our performance goals while managing risk and following procedural and regulatory requirements. I am always looking for new opportunities to learn, grow, and contribute to the success of Merrill and its clients.
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