Assistant Vice President - Financial Solutions Advisor
Current
May 2022 - Present
AeroLeads people directory · profile
Cameron Bean Email & Phone Number
Assistant Vice President - Financial Solutions Advisor at Merrill Lynch
at
Merrill Lynch
1 work email found
@schwab.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Assistant Vice President - Financial Solutions Advisor at Merrill Lynch
Location
Boston, Massachusetts, United States
Who is Cameron Bean? Overview
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Quick answer
Cameron Bean is listed as Assistant Vice President - Financial Solutions Advisor at Merrill Lynch at Merrill Lynch, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Cameron Bean.
Cameron Bean previously worked as Assistant Vice President - Financial Solutions Advisor at Merrill Lynch and Financial Consultant Partner at Charles Schwab. Cameron Bean holds Bachelor Of Business Administration (B.B.A.), Finance, General from University Of New Hampshire.
Company email context
Email format at Merrill Lynch
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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Cameron Bean. Compare company email patterns before reaching out.
Profile bio
About Cameron Bean
Advisor at Merrill Lynch, providing clients education and guidance to assist in financial planning. Communicating information involving trading, markets and account maintenance. Series 7 and 66 licensed.
Listed skills include Microsoft Word, Public Speaking, Microsoft Office, Teamwork, and 9 others.
Current workplace
Cameron Bean's current company
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11 roles
Cameron Bean work experience
A career timeline built from the work history available for this profile.
Financial Consultant Partner
Charles Schwab
Feb 2021 - May 2022
Financial Consultant Academy
Charles Schwab
Jun 2019 - Feb 2021
Communications Sector Leader
Jan 2019 - May 2019
Investment Operations Intern
Jun 2018 - Aug 2018
Broker Dealer Operations Intern
- Managed client information to ensure accurate transfer of data.- Operated multiple company systems to allow easy access of data for each team.- Underwent multiple training sessions to develop knowledge in all areas of the company.
Jan 2018 - Jun 2018
Industrials Sector Analyst
Atkins Investment Group
- Researched construction, oil, and railroad companies to identify additions to a $250,000 portfolio.- Generated an investment thesis to identify key drivers within a company’s operating segments.- Created an investment pitch to present research to 38 members who vote on the company.- Used a discounted cash flow and sum of the parts valuation to generate an implied share price.
Aug 2017 - May 2018
Financial Training Intern
- Developed strong Microsoft Excel skills to generate an accurate valuation for $60 Million of Inventory.-Restructured the timing of valuation to update Inventory on a quarterly basis instead of annual.- Created a research presentation to coordinate the new valuation system with executive employees.
Jun 2017 - Aug 2017
Financials Sector Analyst
Atkins Investment Group
- Researched banks, insurance groups, and real estate trusts to identify additions to a $250,000 portfolio.- Generated an investment thesis to identify key drivers within a company’s operating segments.- Created an investment pitch to present research to 38 members who vote on the company.- Used a tangible book value and price to book valuation to generate an implied share price.
Jan 2017 - Jun 2017
Global Logistics Technician
- Cooperated with Bio-Technology companies to ensure products were received in good condition.- Handled the quality and care of 50 packages daily contained with hazardous materials.- Located and organized company resources to generate faster production.- Tested sturdiness and condition of 500 test tubes to ensure the products were manufactured properly.
Nov 2013 - Jan 2017
Research Interviewer
- Collected data from anonomous participants to assit research done at the university.- Used patience and persistency to generate a larger count of particpants per survey.
Sep 2016 - Dec 2016
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts →
DL
Drew Littwin
Colleague at Merrill LynchLos Angeles, California, United States
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FH
Feriz Halili
Colleague at Merrill LynchHouston, Texas, United States
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MH
Mike Holmes, Cfp®, Cpfa™
Colleague at Merrill LynchEvansville, Indiana, United States
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TH
Terry Hayes
Colleague at Merrill LynchWaco, Texas, United States
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GW
Greg Wisniewski
Colleague at Merrill LynchNew Hartford, New York, United States
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PL
Pyzynski, Lisa
Colleague at Merrill LynchBoston, Massachusetts, United States
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KB
Kyle Baker, Chfc®
Colleague at Merrill LynchLeawood, Kansas, United States
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ER
Ellen Ruiz
Colleague at Merrill LynchHopewell, New Jersey, United States
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C(
Catherine (Cathie) Hughes, Crpc
Colleague at Merrill LynchGreater St. Louis, United States
View →
WJ
Walter Jones
Colleague at Merrill LynchVirginia Beach, Virginia, United States
View →
Drew Littwin
Colleague at Merrill LynchLos Angeles, California, United States
View →
FH
Feriz Halili
Colleague at Merrill LynchHouston, Texas, United States
View →
MH
Mike Holmes, Cfp®, Cpfa™
Colleague at Merrill LynchEvansville, Indiana, United States
View →
TH
Terry Hayes
Colleague at Merrill LynchWaco, Texas, United States
View →
GW
Greg Wisniewski
Colleague at Merrill LynchNew Hartford, New York, United States
View →
PL
Pyzynski, Lisa
Colleague at Merrill LynchBoston, Massachusetts, United States
View →
KB
Kyle Baker, Chfc®
Colleague at Merrill LynchLeawood, Kansas, United States
View →
ER
Ellen Ruiz
Colleague at Merrill LynchHopewell, New Jersey, United States
View →
C(
Catherine (Cathie) Hughes, Crpc
Colleague at Merrill LynchGreater St. Louis, United States
View →
WJ
Walter Jones
Colleague at Merrill LynchVirginia Beach, Virginia, United States
View →
1 education record
Cameron Bean education
-
University Of New Hampshire
FAQ
Frequently asked questions about Cameron Bean
Quick answers generated from the profile data available on this page.
What company does Cameron Bean work for?
Cameron Bean works for Merrill Lynch.
What is Cameron Bean's role at Merrill Lynch?
Cameron Bean is listed as Assistant Vice President - Financial Solutions Advisor at Merrill Lynch at Merrill Lynch.
What is Cameron Bean's email address?
AeroLeads has found 1 work email signal at @schwab.com for Cameron Bean at Merrill Lynch.
Where is Cameron Bean based?
Cameron Bean is based in Boston, Massachusetts, United States while working with Merrill Lynch.
What companies has Cameron Bean worked for?
Cameron Bean has worked for Merrill Lynch, Charles Schwab, The Atkins Investment Group, Fidelity Investments, and John Hancock.
Who are Cameron Bean's colleagues at Merrill Lynch?
Cameron Bean's colleagues at Merrill Lynch include Drew Littwin, Feriz Halili, Mike Holmes, Cfp®, Cpfa™, Terry Hayes, and Greg Wisniewski.
How can I contact Cameron Bean?
You can use AeroLeads to view verified contact signals for Cameron Bean at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Cameron Bean attend?
Cameron Bean holds Bachelor Of Business Administration (B.B.A.), Finance, General from University Of New Hampshire.
What skills is Cameron Bean known for?
Cameron Bean is listed with skills including Microsoft Word, Public Speaking, Microsoft Office, Teamwork, Leadership, Time Management, Microsoft Excel, and Powerpoint.
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