Steven Merchant

Internal Platform Specialist with Bank of America Merrill Lynch

Role
Vice President at Merrill Lynch
Location
Columbia, SC, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Vice President

    Merrill Lynch

    May 2012 — Present · US

Education

  • Wake Forest University

    Bachelor of Arts (B.A.), Political Science and Government

    1998 — 2002

Skills

  • Customer Service
  • Finance
  • Investments
  • Financial Services
  • Employee Training
  • Mutual Funds
  • Insurance
  • Financial Planners
  • Retirement
  • Strategic Financial Planning
  • Investment Advisory
  • Management
  • Market Planning
  • Personal Financial Planning
  • Series 7
  • Talent Acquisition
  • Employee Benefits
  • Portfolio Management
  • Series 63
  • Sales Management
  • Political Science
  • Training & Development
  • Retirement Planning
  • Financial Goals
  • Financial Analysis
  • Financial Advisory
  • Wealth Preservation Planning
  • Wealth Management

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Steven Merchant — Vice President at Merrill Lynch in Columbia, SC, US | Unifers