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Binni Shah Email & Phone Number
Financial solution advisor
at
Bank of America Merrill Lynch
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Financial solution advisor
Location
North Brunswick, New Jersey, United States
Company size
Who is Binni Shah? Overview
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Quick answer
Binni Shah is listed as Financial solution advisor at Bank of America Merrill Lynch, a company with 16981 employees, based in North Brunswick, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Binni Shah.
Binni Shah previously worked as Registered Representative at NYLIFE Securities LLC at Nylife Securities Llc and AGENT at New York Life. Binni Shah holds Master Of Business Administration - Mba, Marketing, 7.03 Cgpa from Ibs Mumbai.
Company email context
Email format at Bank of America Merrill Lynch
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Bank of America Merrill Lynch
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Profile bio
About Binni Shah
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.New York Life1963 NJ-34Bldg. B, Suite 201Wall Twp, NJ 07719(848)-337-5978(O)(848)-213-1738(C)
Current workplace
Binni Shah's current company
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Bank Of America Merrill Lynch
6 roles
Binni Shah work experience
A career timeline built from the work history available for this profile.
Registered Representative At Nylife Securities Llc
Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency
Wealth Manager
Certainly, "Managed High Net Worth (HNI) customer relationships and achieved significant portfolio growth through comprehensive financial planning"
Jul 2021 - Apr 2023
Relationship Manager (Deputy Manager)
1.In my role as Relationship Manager I skillfully expanded my Portfolio from initially starting size zero to a substantial 40 crore in the time frame of 3 years. 2.Engaging in New-To-Bank (NTB) acquisition and delivering a comprehensive suite of financial solutions, including loans tailored for Micro, Small, and Medium Enterprises (MSMEs), encompassing.
Jul 2018 - Jul 2021
Summer Intern
Training and practical exposure towards-1. Consumer Behaviour 2.Market Research 3.Print Ads 4.Pramotional strategy 5. Advertising Strategy
Feb 2017 - May 2017
Team & coworkers
Colleagues at Bank of America Merrill Lynch
Other employees you can reach at bofaml.com. View company contacts for 16981 employees →
LQ
Liam Quinn
Colleague at Bank Of America Merrill Lynch
Hong Kong SAR, Hong Kong
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JH
Joanna Harris
Colleague at Bank Of America Merrill Lynch
London, England, United Kingdom, United Kingdom
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JS
Joseph Setchell
Colleague at Bank Of America Merrill Lynch
New York City Metropolitan Area, United States
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JV
Jared Vichko
Colleague at Bank Of America Merrill Lynch
Greater Philadelphia, United States
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CT
Christopher Tutt
Colleague at Bank Of America Merrill Lynch
Greater Chicago Area, United States
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SJ
Sameera Janaswamy
Colleague at Bank Of America Merrill Lynch
Roseland, New Jersey, United States, United States
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MA
Muhammad Alam
Colleague at Bank Of America Merrill Lynch
Greater Chicago Area, United States
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AB
Aritra Baksi
Colleague at Bank Of America Merrill Lynch
Hong Kong SAR, Hong Kong
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MD
Maria D Suarez, Mba
Colleague at Bank Of America Merrill Lynch
Miami, Florida, United States, United States
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JB
Julie Baker
Colleague at Bank Of America Merrill Lynch
Washington, District Of Columbia, United States, United States
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Liam Quinn
Colleague at Bank Of America Merrill Lynch
Hong Kong SAR, Hong Kong
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JH
Joanna Harris
Colleague at Bank Of America Merrill Lynch
London, England, United Kingdom, United Kingdom
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JS
Joseph Setchell
Colleague at Bank Of America Merrill Lynch
New York City Metropolitan Area, United States
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JV
Jared Vichko
Colleague at Bank Of America Merrill Lynch
Greater Philadelphia, United States
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CT
Christopher Tutt
Colleague at Bank Of America Merrill Lynch
Greater Chicago Area, United States
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SJ
Sameera Janaswamy
Colleague at Bank Of America Merrill Lynch
Roseland, New Jersey, United States, United States
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MA
Muhammad Alam
Colleague at Bank Of America Merrill Lynch
Greater Chicago Area, United States
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AB
Aritra Baksi
Colleague at Bank Of America Merrill Lynch
Hong Kong SAR, Hong Kong
View →
MD
Maria D Suarez, Mba
Colleague at Bank Of America Merrill Lynch
Miami, Florida, United States, United States
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JB
Julie Baker
Colleague at Bank Of America Merrill Lynch
Washington, District Of Columbia, United States, United States
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1 education record
Binni Shah education
FAQ
Frequently asked questions about Binni Shah
Quick answers generated from the profile data available on this page.
What company does Binni Shah work for?
Binni Shah works for Bank of America Merrill Lynch.
What is Binni Shah's role at Bank of America Merrill Lynch?
Binni Shah is listed as Financial solution advisor at Bank of America Merrill Lynch.
Where is Binni Shah based?
Binni Shah is based in North Brunswick, New Jersey, United States while working with Bank of America Merrill Lynch.
What companies has Binni Shah worked for?
Binni Shah has worked for Bank Of America Merrill Lynch, Nylife Securities Llc, New York Life, Motilal Oswal Financial Services Ltd, and Hdfc Bank.
Who are Binni Shah's colleagues at Bank of America Merrill Lynch?
Binni Shah's colleagues at Bank of America Merrill Lynch include Liam Quinn, Joanna Harris, Joseph Setchell, Jared Vichko, and Christopher Tutt.
How can I contact Binni Shah?
You can use AeroLeads to view verified contact signals for Binni Shah at Bank of America Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Binni Shah attend?
Binni Shah holds Master Of Business Administration - Mba, Marketing, 7.03 Cgpa from Ibs Mumbai.
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