Thiago Nunes Antonio
Officer, Registered Wealth Management Client Associate
- Role
- Wealth Management Client Associate at Merrill Lynch
- Location
- Wayne, NJ, US
- LinkedIn followers
- 500 followers
About Thiago Nunes Antonio
I am a financial professional driven by a commitment to help individuals and businesses…
Experience
Wealth Management Client Associate
Nov 2022 — Present · US
Managed and supported a $1B book of business with approximately $385M in AUM, delivering exceptional client support, comprehensive portfolio oversight, and strategic financial planning- Led meetings with high-net-worth individuals, providing personalized financial guidance and strategic commercial support to align with their wealth management goals- Developed 70+ customized financial plans through detailed client data analysis, resulting in a 33.5% increase in planning adoption across the book- Executed 40–50 weekly investment orders across diverse securities, ensuring operational efficiency and precise client alignment- Streamlined daily operations—including client onboarding, account openings, and transaction processing by instituting a weekly review process that reduced processing times by an average of 7 minutes per transaction- Supported relationship management for a portfolio of 350 households, including 265 qualified households (>$250K), and significantly contributed to acquiring an additional 50 qualified households through rapid response to prospect inquiries, and tailored wealth management planning. These achievements underscore my ability to support portfolios, implement strategic solutions, and maintain seamless operational processes in a dynamic wealth management environment. My track record demonstrates an aptitude for quickly adapting to new challenges while ensuring precise and effective execution.
Education
Miami University of Ohio
Bachelor's Degree
2018 — 2022
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.