Randall Bane
Senior Financial Advisor Portfolio Advisor
- Role
- Senior Financial Advisor at Merrill Lynch
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Randall Bane
I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client\'s needs and helping to ensure every strategy is grounded in an understanding of the clients goals and aspirations. I provide access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America to help address the various aspects of clients financial lives. I have a passion for delivering excellent service and helping clients pursue and meet their financial goals. My years of experience in technology and finance at the executive level in Fortune 500 companies and start-ups makes me uniquely qualified to work with the technology elite in the valley to help them establish and achieve their financial goals.
Experience
Senior Financial Advisor
Feb 2015 — Present
Education
Pepperdine University
Masters of Business Administration
1997 — 1998
University of Illinois System
Bachelor's Degree
1975 — 1977
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