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
