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Steven Merchant
Vice President @Merrill Lynch
Columbia, SC, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
May 2012 — Present
Vice President @Merrill Lynch
US
EDUCATION
1998 — 2002
Wake Forest University
Bachelor of Arts (B.A.), Political Science and Government
SKILLS
Customer ServiceFinanceInvestmentsFinancial ServicesEmployee TrainingMutual FundsInsuranceFinancial PlannersRetirementStrategic Financial PlanningInvestment AdvisoryManagementMarket PlanningPersonal Financial PlanningSeries 7Talent AcquisitionEmployee BenefitsPortfolio ManagementSeries 63Sales ManagementPolitical ScienceTraining & DevelopmentRetirement PlanningFinancial GoalsFinancial AnalysisFinancial AdvisoryWealth Preservation PlanningWealth Management
ABOUT STEVEN MERCHANT
Internal Platform Specialist with Bank of America Merrill Lynch
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