Susan Batchelor
Assistant Vice President, Wealth Management Advisor
- Role
- Wealth Management Advisor, Assistant Vice President at Merrill Lynch
- Location
- Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Susan Batchelor
Susan works with corporate executives, business owners, and families focused on…
Experience
Wealth Management Advisor, Assistant Vice President
Jun 2017 — Present
My team provides access to tax-efficient strategies offered at Merrill & Bank of America which include- Exit/Business Succession Planning - Trust Administration through Bank of America Private Bank - Sell Side M&A via Bank of America Private Sale Referral Network (PSRN)- Lending through Bank of America, N.A.(personal and business)- Stock Option Analysis - Concentrated Stock Strategies - Cash Balance Plans - Private Equity - Charitable Planning - Corporate Cash Management*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Education
University of South Carolina System
Bachelor's Degree
2006 — 2010
University of Wisconsin System
Masters of Business Administration, MBA
2015 — 2017
Skills
- Microsoft Office
- Non-Profits
- Spanish
- Community Outreach
- International Relations
- Politics
- Fundraising
- Event Planning
- Social Media
- Powerpoint
- Research
- Qualitative Research
- Data Analysis
- Editing
- Customer Service
- Program Evaluation
- Food Preparation
- Public Relations
- Training
- Nonprofits
- Sandwiches
- Analysis
- Microsoft Powerpoint
- Public Speaking
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