Zachary Albertson

VP | National Financial Solutions Advisor Team Manager

Role: VP National Financial Solutions Advisor Team Manager at Merrill Edge
Location: Warwick, RI, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

Experience

VP National Financial Solutions Advisor Team Manager
Merrill Edge
Jul 2022 — Present · RI, US

Skills

Time Management
Hospitality Management
Goal Oriented
Front Office
Leadership
Financial Analysis
Communication
Microsoft Excel
Microsoft Office
Sales
Business Strategy
Revenue Analysis
Goal-Driven Leader
Customer Satisfaction
Business Process
Customer Retention
Customer Service
Hotel Management
Hospitality Industry
Hospitality

Contact information

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Work email
•••••@merrilledge.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Merrill Edge

Financial Services · 1.6K employees · Founded 2010

Merrill offers access to the banking convenience of Bank of America and investment capabilities of Merrill Lynch to help simplify the financial lives of our clients. We enable clients to seamlessly manage their Merrill Edge Self-Directed investment accounts and Bank of America bank accounts via our online platform, phone capabilities or at many Bank of America financial centers. At Merrill we work to service and deepen client relationships by understanding your risk tolerance, liquidity needs, investment savvy and goals to create personalized advice designed to fit clients’ needs and expectations. We can offer a full suite of products and services including- Potential investment solutions and products - Retirement income planning - College planning - Small Business Solutions Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF & S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF & S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp. Merrill Lynch Life Agency Inc.(“MLLA”) is a licensed insurance agency and a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A, and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp. Investment products offered through MLPF & S and insurance and annuity products offered through MLLA: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity © 2020 Bank of America Corporation. All rights reserved.

merrilledge.com

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Experience

VP National Financial Solutions Advisor Team Manager

Skills

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