Benjamin Durham Email and Phone Number
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I am a graduate of Wake Forest University developing my craft in financial consulting, and risk solutions. I received a Bachelor in the Arts of Economics and a minor in Entrepreneurship at Wake Forest University. I was involved in the Dow Jones Club, Let Me Run, and am an active alumnus of the Chi Psi Fraternity - Alpha Upsilon Delta Chapter. At Wake, as a part of the community out-reach program called "Let Me Run", I and other Wake Forest students volunteered to integrate ourselves into the larger Winston-Salem community to act as not only mentors, but role models for younger children who often found themselves living in under served communitites. During the course of my senior year at Wake Forest I successfully passed the New York State Life, Accident, and Health exam and the SIE as well. Following my graduation in May, I passed NASAA’s Series 66 exam and FINRA's Series 7 Top-Off exam.
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Wealth Management SpecialistMerrill Lynch May 2022 - PresentNew York, Ny, Us -
Associate Relationship ManagerLenox Advisors Aug 2021 - Feb 2022New York, Ny, UsAt Lenox Advisors, my objective is to create comprehensive financial solutions built entirely around and for you.Driven by the notion of what is best for you, I build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to ultimately help protect and preserve your wealth.Backed by a team of highly trained professionals, our team has access to a broad range of financial solutions to assist you:-Financial Planning-Asset Management-Insurance & Risk Management-Employee Benefits-Executive BenefitsBy building comprehensive plans where all the elements are working in unison, I can help you achieve what matters most — a strong financial future for you and your family. -
Financial ProfessionalEquitable Advisors Jan 2020 - Aug 2021Equitable Advisors is the brand name for AXA Advisors, LLC -
Incoming Financial ProfessionalAxa Advisors, Llc Jun 2019 - Jan 2020New York, Ny, UsUpon completion of my Licensing Phase and Comprehensive Training Program, I aim to create a significant difference in the lives of others by helping my clients achieve their specific financial goals using a unique and dynamic human approach which breaks down the many steps that goes into financial security planning into smaller, more manageable phases, so that my client understands the many options available to them in order for them to make the most informed decisions possible and ultimately take action toward a more financially secure future. -
MentorLet Me Run Sep 2016 - May 2019Charlotte, North Carolina, Us-Operated as a resource, leader, and role model as head-coach for the nonprofit holistic health program 'Let Me Run'; designed for 4th through 8th grade students-Facilitated classroom lessons through creative activities and conversations; topics include nutrition, well-being, self-help, life stressors, coping, and communication-Head-coached for outside of the classroom activities; Oversaw teams of 6-14 children training for athletic competitions within the program with efforts to amplify confidence, positive competition, self-expression and respect -
Marketing InternWildfire May 2017 - May 2017Winston-Salem, Nc, Us-Reviewed and consulted $1.6B dollar regional grocer company Lowes Foods to increase sales through rebranding and altering store layout, impacting 97 locations -Interviewed and shadowed individuals from each department in the firm to gain a holistic experience of the job functions and skills useful in successfully and effectively executing varying client needs
Benjamin Durham Skills
Benjamin Durham Education Details
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Wake Forest UniversityMajor In Economics | Minor In Entrepreneurship -
Syracuse UniversityStudy Abroad
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The Haverford SchoolHigh School
Frequently Asked Questions about Benjamin Durham
What company does Benjamin Durham work for?
Benjamin Durham works for Merrill Lynch
What is Benjamin Durham's role at the current company?
Benjamin Durham's current role is Wealth Management Specialist at Merrill Lynch.
What is Benjamin Durham's email address?
Benjamin Durham's email address is bd****@****ors.com
What is Benjamin Durham's direct phone number?
Benjamin Durham's direct phone number is +161030*****
What schools did Benjamin Durham attend?
Benjamin Durham attended Wake Forest University, Syracuse University, The Haverford School.
What are some of Benjamin Durham's interests?
Benjamin Durham has interest in Civil Rights And Social Action, Environment, Education, Science And Technology, Disaster And Humanitarian Relief, Human Rights, Animal Welfare.
What skills is Benjamin Durham known for?
Benjamin Durham has skills like Leadership, Web Design, Microsoft Word, Data Analysis, Financial Consulting, Social Media, Fundraising, Statistical Data Analysis, Retirement Planning, Wealth Management.
Who are Benjamin Durham's colleagues?
Benjamin Durham's colleagues are Belinda Nti, Scott Lillibridge, Dan Memo, Nirmal Patel, Cheryl Truax-Williams, Josie Soto, Patsy Cowan.
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