Paige Inslee
Financial Advisor @Merrill Lynch
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WORK HISTORY
Financial Advisor @Merrill Lynch
Maintains ongoing relationships with a diverse high-net-worth client base, helping to navigate life transitions, daily financial needs, and long-term planning.Oversees all operational and administrative functions, via Salesforce and Microsoft Office, while directly supporting the critical needs of senior advisors.Serves as an appointed member of the Regional Employee Satisfaction Committee, collaborating cross-functionally to support employee engagement initiatives and workplace culture improvements.
EDUCATION
University of Miami
Bachelor's Degree, Economics. Minors: Psychology and Marketing
ABOUT PAIGE INSLEE
Financial Advisor
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