Vera Melo
Wealth Management Banking Specialist Private Wealth International at Merrill Lynch
- Role
- Wealth Management Banking Specialist at Merrill Lynch
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Vera Melo
Energetic, and results-driven sales and customer success professional with 10+ years of experience across financial services, technology, and automotive sales and theatrical performance background. Known for entrepreneurial mindset, exceeding sales goals, producing record results through business development and focus on ensuring customer satisfaction. Dedicated to mentoring and developing teams.
Experience
Wealth Management Banking Specialist
Sep 2020 — Present · Miami, FL, US
Open accounts for high-net-worth clients with assets from $5M-$100M• Perform regular account planning and business reviews with FA and meet with their book of business to maintain financial health and strengthen partnership with clients• Lead presentations to train FA’s on building book of business with banking and for clients to highlight product offerings• Onboard new clients, including processing documents, and opening bank accounts• Refer clients internally to mortgage bankers, automobile specialists, and home lending professionals
Education
American Academy of Dramatic Arts
The Arts
Hartford Conservatory
Singing
Skills
- Short Films
- Independent Film
- Commercials
- Comedy
- Photography
- Feature Films
- Video
- Entertainment
- Microsoft Excel
- Screenwriting
- Acting
- Film
- Video Production
- Social Networking
- Sales Management
- Final Cut Pro
- Microsoft Word
- Television
- Producing
- Film Production
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