Pedro Jimenez
Vice President at Merrill Lynch
- Role
- Market Crm at Merrill Lynch
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Market Crm
Aug 2021 — Present · New York, NY, US
Education
Embry-Riddle Aeronautical University
BS, Business major, Finance minor
1987 — 1992
Skills
- Etfs
- Wealth
- Financial Risk
- Asset Management
- Financial Planners
- Investments
- Asset Allocation
- Mutual Funds
- Relationship Management
- Investment Advisory
- Wealth Management Services
- Series 65
- Series 7
- Fixed Annuities
- 401k
- Series 63
- High Net Worth Individuals
- Investment Management
- Investment Strategies
- Alternative Investments
- Financial Advisory
- Uniform Combined State Law
- Series 6
- Insurance
- Series 24
- Life Insurance
- Finance
- Retirement
- Bonds
- Strategic Financial Planning
- Equities
- Fixed Income
- Retirement Planning
- Finra
- Financial Services
- Iras
- Wealth Management
- Portfolio Management
- Loans
- Securities
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