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@merrilledge.com
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Alexander Mlodzinski is listed as Trade Elevation at Merrill Edge at Merrill Edge, a company with 2267 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at merrilledge.com and a matched LinkedIn profile for Alexander Mlodzinski.
Alexander Mlodzinski previously worked as Trade Elevation at Merrill Edge and Investment Consultant at Merrill Edge. Alexander Mlodzinski holds Bachelor’S Of Science In Business Administration, Accounting, 3.52 Gpa from Nichols College.
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AeroLeads found 1 current-domain work email signal for Alexander Mlodzinski. Compare company email patterns before reaching out.
Driven and goal-oriented individual currently working as an Investment Consultant for Merrill Edge. Through my career, I have learned that connecting with the people around us will result in success shared by all. In my current role, I work with high accuracy to resolve client purchase and margin maintenance, on order to mitigating risk and keep the firm compliant with regulatory requirements. In previous sales roles, I have consistently been a top performer by discussing with clients how our firm can help with their financial priorities, resulting in millions of new assets brought to our firm. I also spend time working with our new hire program, mentoring new associates in the use of our system, as well as providing coaching around sales practices and performance.I am a graduate of Nichols College with a Bachelor of Science in Business Administration with a focus in accounting. I am currently pursuing my Chartered Financial Analyst designation and am scheduled to take the level II examination on February 26th, 2022.
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A career timeline built from the work history available for this profile.
Lincoln, Rhode Island, United States
-Sells client's securities to meet purchase obligations and margin maintenance requirements, as well as accounts with declining intraday equity to mitigate firm risk.-Corrects trades to resolve account errors and violations from clients that have traded through a restriction.-Discusses purchase obligations and maintenance calls with clients, as well as how.
-Serviced the complex needs of clients with brokerage assets totaling $250k-$1MM.-Accurately executed trade orders as well as a variety of securities transactions initiated by clients.-Educated clients about investment products, services, and trading strategies.-Transitioned service conversations into sales by discussing clients' full financial pictures.
-Serviced the complex needs of clients with brokerage assets totaling $250k-$1MM.-Accurately executes trade orders as well as a variety of securities transactions initiated by clients.-Uncovered outside assets and deepening opportunities, and referred these clients to a sales and onboarding specialist.-Worked with the new hire program to mentor new.
-Serviced the complex needs of clients with brokerage assets totaling under $250K.-Accurately executes trade orders as well as a variety of securities transactions initiated by clients.-Uncovered outside assets and deepening opportunities, and referred these clients to a sales and onboarding specialist.
United States
-Led a team of four to five members to consistently exceed company sales goals.-Uncovered customers’ financial priorities and recommended products to fit their needs.-Implemented a strong customer service culture, resulting in excellent customer service scores.-Coached employees on behaviors and skills to help improve sales and service performance.-Trained.
Milbury, MA
-Managed two sales associates and all inventory in the suit department.-Trained new employees in sales practices and product knowledge.-Assessed customer’s needs and recommended appropriate men’s wear.-Generated average personal sales revenue of $30,000 monthly.
Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →
Jenisha Jones
Colleague at Merrill Edge
Dallas, North Carolina, United States, United States
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JB
Joel Barker
Colleague at Merrill Edge
Chandler, Arizona, United States, United States
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DP
Derek Petty
Colleague at Merrill Edge
Arlington, Texas, United States, United States
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GS
Gaetano Stanzione
Colleague at Merrill Edge
Albuquerque, New Mexico, United States, United States
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JM
Janelle Messinese
Colleague at Merrill Edge
Jacksonville Beach, Florida, United States, United States
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BC
Bradley Chard
Colleague at Merrill Edge
Ponte Vedra Beach, Florida, United States, United States
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GD
Glenn Dellinger
Colleague at Merrill Edge
Red Lion, Pennsylvania, United States, United States
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MI
Michael Iervoline
Colleague at Merrill Edge
Freehold, New Jersey, United States, United States
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CK
Claudia Kildow
Colleague at Merrill Edge
Metro Jacksonville, United States
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JB
Juan Bustos, Crpc®
Colleague at Merrill Edge
St Augustine, Florida, United States, United States
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Quick answers generated from the profile data available on this page.
Alexander Mlodzinski works for Merrill Edge.
Alexander Mlodzinski is listed as Trade Elevation at Merrill Edge at Merrill Edge.
AeroLeads has found 1 work email signal at @merrilledge.com for Alexander Mlodzinski at Merrill Edge.
Alexander Mlodzinski is based in Greater Boston, United States, United States while working with Merrill Edge.
Alexander Mlodzinski has worked for Merrill Edge, Bank Of America, and Jos. A. Bank Clothiers.
Alexander Mlodzinski's colleagues at Merrill Edge include Jenisha Jones, Joel Barker, Derek Petty, Gaetano Stanzione, and Janelle Messinese.
You can use AeroLeads to view verified contact signals for Alexander Mlodzinski at Merrill Edge, including work email, phone, and LinkedIn data when available.
Alexander Mlodzinski holds Bachelor’S Of Science In Business Administration, Accounting, 3.52 Gpa from Nichols College.
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