Stephen Collie

Consumer Investments & Enterprise Licensing Academy Executive @Bank of America Merrill Lynch

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2023 — Present

Consumer Investments & Enterprise Licensing Academy Executive @Bank of America Merrill Lynch

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Charlotte, NC, US

In this role, I lead an experienced team of design consultants and registered Academy Managers who are responsible for creating & delivering innovative learning content across multiple programs. Among these programs, we are responsible for the comprehensive learning needs of Financial Solutions Advisors and the Employee Banking & Investing team. In addition, we also manage the FINRA securities licensing program for Merrill, the Private Bank and Consumer Investments as well as Professional Designations & Continuing Education.

EDUCATION

1998 — 2002

University of North Carolina at Charlotte

Bachelor of Science (BS) in Business Administration, Marketing

SKILLS

InvestmentsSeries 65Wealth ManagementSales ManagementBrokerageSales Management CoachingFinanceSeries 9Financial ServicesBankingMutual FundsRetirement SolutionsSeries 7Retirement PlanningClient Relationship BuildingSeries 63Financial PlanningLeadershipManagementSalesFinancial AdvisoryUniform Combined State LawLoansSeries 10

ABOUT STEPHEN COLLIE

EXECUTIVE SUMMARY: During the past fourteen years with Bank of America Merrill Lynch, I have had opportunities to contribute at ever-higher management levels where I could make significant leadership impacts. With a strong team of motivated professionals, we have delivered on wide-ranging goals and are positioned to excel in the future.Talent selection and development are among my greatest motivators. I am energized by helping talented people recognize their potential, and this work has often led to their promotions as they progress.I have also been fortunate to engage in diversity initiatives with our company. As an executive sponsor and supporter over several business resource groups, I have learned more than I have given, and I am grateful for the opportunity.Of course, I use a rigorous management approach to ensure we are delivering on the many compliance and policy priorities we manage. I am pleased to say my work in this area has been as effective as any other. In short, I use a balanced approach to drive results in all key areas. HIGH-IMPACT CAREER ACCOMPLISHMENTS Promoted multiple times with Bank of America and Wells Fargo. I am always striving to be the best I can be while leading my teams to do the same. Produced significant operational turnaround and other improvements with wide-ranging impacts on organizations. Produced outstanding personal sales results – highlighted by dramatic asset attraction and client portfolio growth – earlier in career. Capitalized on advancement from a pure sales management role to one with full accountability in all KRAs in the marketplace.I look forward to the opportunity to connect, especially with clients and colleagues current and past. Thanks for visiting my profile!

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