People often ask, "What gives you such insight into finance and the markets?" I'm glad you’re curious! As a Second Generation Financial Advisor, I proudly follow in the footsteps of my father, who was a Temasek Advisor for over 40 years. His guidance was invaluable, and my MBA from New York University, with a focus on Finance and Strategy, further enhanced my knowledge. I see myself as a lifelong learner, always striving for more information. My dad often said I was "born for this business," and I couldn’t agree more!My passion lies in helping others. I love the stock market and enjoy teaching clients about financial literacy. As a Senior Financial Advisor, my primary goal is to assist clients in achieving their financial and personal objectives. Many clients ask, "What do I need to save for retirement?" or "How much can I spend during my retirement years?" My firm provides a comprehensive suite of planning tools and investment strategies that I utilize daily to guide clients through various market conditions and secure lifetime income during their retirement.
Self-Employed
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Ceo And FounderSelf-EmployedUnited States
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Ceo & FounderSelf-Employed 2023 - PresentMiami, Florida, United StatesPrimarily offer services in asset management and retirement planning, helping clients grow and protect their wealth while preparing for a secure financial future.
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Financial Service ConsultantKpmg Us 2018 - 2022Miami, Florida, United StatesProvided transaction buy-side and sell-side services to leading private equity clients, Fortune 1000 corporate clients and international clients for both public and private acquisitions, ranging from $35 million to $2.6 billion in various industries. -
Avp, Supervision Associate, Team DevelopmentMerrill Lynch 2017 - 2018New York, United StatesFocused on team development and training initiatives, enhancing associate skills and knowledge.Provided coaching and mentorship to team members, fostering a collaborative work environment.Organized workshops and training sessions to support professional growth and compliance awareness. -
Avp, Supervision Associate, Compliance OversightMerrill Lynch 2015 - 2017New York, United StatesDirected compliance monitoring activities, ensuring comprehensive review and resolution of compliance-related issues.Collaborated with various teams to communicate compliance requirements and best practices.Established processes for ongoing compliance training and awareness across the organization. -
Senior Market Supervision CoordinatorMerrill Lynch 2012 - 2015New York, United StatesAided the Senior Market Supervision Manager in supervising a large team of associates.Managed and prioritized responses to inquiries from Financial Advisors and Client Associates to enhance workflow.Organized meetings and communication for the management team to ensure seamless operations.Led process optimization efforts and served as the primary contact for various market initiatives.
Marie Bingham Education Details
Frequently Asked Questions about Marie Bingham
What company does Marie Bingham work for?
Marie Bingham works for Self-Employed
What is Marie Bingham's role at the current company?
Marie Bingham's current role is CEO and Founder.
What schools did Marie Bingham attend?
Marie Bingham attended New York University, University Of Zurich.
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