Valerie Bethel

Director, Division Client Relationship Manager @Merrill Lynch

Houston, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2021 — Present

Director, Division Client Relationship Manager @Merrill Lynch

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SKILLS

Mutual FundsSeries 7EquitiesFinancial ModelingAsset AllocationRetirement PlanningSeries 3Financial AnalysisSeries 31Series 65Alternative InvestmentsPortfolio ManagementUniform Combined State LawFinraInvestmentsSeries 63Wealth ManagementPrivate BankingSeries 24

ABOUT VALERIE BETHEL

A motivated professional with a client centric focus on business management, compliance…

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Valerie Bethel — Director, Division Client Relationship Manager at Merrill Lynch in Houston, TX, US | Unifers