1
Total investments
0
Early stage
0
Mid stage
1
Late stage
7y
Years active
Portfolio
1 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor
Nov 2019
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.
2962366
Experience · 3 entries
All (3)
Investments (1)
2019
Investor
Nov 2019
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.
2962366
2011
Senior Derivatives Analyst
2011
We live in a time of unprecedented change. A time when economies, regulations, and social safety nets are all in flux.
Customers around the globe have told us they’re overwhelmed by the pace of change and are looking for a trusted partner to help them manage life’s twists and turns.
MetLife is committed to being that partner. That’s why we’re transforming our business: Delivering greater value for the people we serve by becoming a simpler, more focused, and future-facing company. We’ll be introducing new ways to meet our customers’ evolving needs, with flexible products; simpler, more intuitive experiences and a range of new services.
MetLife. Navigating life together.
For customer service: https://www.metlife.com/support-and-manage/contact-us/
For social media notices: https://www.metlife.com/about-us/terms-and-conditions/social-media/
MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates (“MetLife”), is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.
2008
M
Derivatives Operations Analyst
Jun 2008
Moore Capital Management, LP, together with its affiliates, is a private investment management firm with offices in New York, London and Washington, D.C.
--------------------------------
--------------------------------
--------------------------------
