Kyle Saglimben

Obtained FINRA SIE and Series 7 Licenses

Investment Specialist at Merrill Lynch (2026-03 – 2026-09)

• Obtained FINRA SIE and Series 7 Licenses

Financial Services Representative at Merrill Lynch (2025-02 – 2026-03)

• Guide clients through the account transition process with empathy, professionalism, and compliance.
• Review and validate required documentation (e.g., death certificates, beneficiary designations, estate documents).
• Ensure timely and accurate processing of account transfers in accordance with firm policies and regulatory requirements.
• Educate beneficiaries on available account options (e.g., inherited IRA, transfer on death accounts, cash liquidation).

Universal Banker at C&N Bank (2024-06 – 2025-02)

• Advanced Knowledge of Products and Services in Banking and Financial Field
• Handle client needs and take care of transactions quickly and efficiently
• Strong Relationship building and communication skills with clients and colleagues
• Ability to Open, Close, and Manage, Client Accounts
• Professionally Trained in Banking, Account Management, and Business Processes

Bachelor's in Business Management – Bloomsburg University of Pennsylvania (2022-08 – 2024-12)