Carlos Aleman
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Carlos Aleman Email & Phone Number

Location: Houston, Texas, United States 7 work roles 1 school
1 work email found @ml.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Work email c****@ml.com
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Role
Financial Advisor
Location
Houston, Texas, United States
Company size

Who is Carlos Aleman? Overview

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Quick answer

Carlos Aleman is listed as Financial Advisor at Merrill Lynch Wealth Management, a with 34842 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Carlos Aleman.

Carlos Aleman previously worked as Merrill Financial Solutions Advisor at Merrill Lynch and Wealth Client Associate at Merrill Lynch. Carlos Aleman holds Bachelor’S Degree, Political Science And Government from Texas A&M University.

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Email format at Merrill Lynch Wealth Management

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{first}.{last}@ml.com
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Profile bio

About Carlos Aleman

From Technology Sales to Wealth Advisory: Helping Clients Navigate Financial SuccessWith a background in tech sales, I spent years mastering the art of listening to client needs, building trust, and delivering tailored solutions that drive real value. Today, I bring that same client-centric mindset and strategic problem-solving to the world of wealth management.As a wealth advisor, I specialize in empowering individuals and families to achieve their financial goals. Whether it’s building and preserving wealth, planning for retirement, or navigating life’s financial milestones, I’m passionate about helping my clients feel confident and in control of their financial future.My experience in fast-paced technology markets taught me the importance of adapting to change, leveraging data-driven insights, and simplifying complex solutions. Now, I apply those skills to demystify financial planning and investment strategies, ensuring my clients understand their options and feel empowered to make informed decisions.Outside of work, I love spending quality time with my wife and two kids, whether it’s enjoying the outdoors, discovering new family activities, or cheering for our hometown team, the Houston Rockets. (Go Rockets! 🚀)Let’s connect if you’re looking for a partner who blends strategic thinking, transparency, and a fresh perspective to wealth management. I’m here to help you take the next step toward achieving financial success.

Listed skills include Research, Communication, Public Speaking, Microsoft Office, and 7 others.

Current workplace

Carlos Aleman's current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Financial Advisor
Houston, TX, US
Website
Employees
34842
AeroLeads page
7 roles

Carlos Aleman work experience

A career timeline built from the work history available for this profile.

Merrill Financial Solutions Advisor

Current

Houston, Texas, United States

Aug 2023 - Present

Wealth Client Associate

Houston, Texas, United States

Mar 2022 - Aug 2023

Territory Account Manager

Austin, Texas Metropolitan Area

As a TAM at Poly, I am the go-to resource for my territory of CO-NE-MT-WY-IA-SD-ND. I collaborated with national partners and regional resellers in the North American market, in transforming our end-users’ work environment to their ideal WFH/hybrid model. Responsibilities included, but were not limited to:-Customer attainment and net-new business within assigned territory through leveraging partnerships, CRM, and dedicated teams and resources. -Weekly pipeline forecast with leadership covering high-priority opportunities, and proactive next-steps with account team, clients, and partners.-Spearheading the full sales cycle from opportunity discovery, deal qualification and registration, solution configuration, to post order deployment.-Weekly team correspondence, aligning respective organizations' goals and initiatives and business health.

Aug 2021 - Nov 2021

Account Manager

Round Rock, Texas

As an Account Manager at Dell, my responsibility is to support my client base in fulfilling their own company and IT initiatives. For my clients, I am their main point of contact, and have a wide range of responsibilities including, but not limited to:-Quarterback meetings between clients and dedicated resources to address any system inquiries or solution configurations.-Remediate client satisfaction issues ranging from product returns, financial discrepancies, delivery and inventory fulfillment, etc. -Daily correspondence with extended account team on shared account set to forecast pipeline, lead generation, project collaboration, and sync-ups.-Attain and exceed quarterly quotas while also meeting key performance metrics such as outbounds, quote metrics, lead gen metrics, etc. Performance: Consecutive Shark Award winner (Q1, Q2, of FY21) for client infrastructure revenue attainment. MB Shark winners are the top 10% ISRs within their respective segment (Commercial Central).Since in role (6 quarters), I have consecutively exceeded quota and revenue attainment. Sales Performance Measure:Q2 FY20 - 148.74%Q3 FY20 - 106.45%Q4 FY20 - 134.24%Q1 FY21 - 152.06% - MB SharkQ2 FY21 - 121% - MB SharkQ3 FY21 - 144.34%

Jan 2019 - Jul 2021

Inside Product Specialist

Round Rock, Texas

As a Technical Sales Representative at Dell EMC, my responsibility is to support 3 Account Managers and our customers by providing a breadth of knowledge that comprises of Dell EMC's enterprise product portfolio.My responsibilities include but are not limited to:-Supporting 3 Account Managers and our customers, 430+ accounts, by active listening and utilizing various resources to pinpoint customers needs, and goals, within their data-center infrastructure.-Forecast revenue attainment on a week-to-week basis through pipeline management on conference calls with Account Managers and by independent operation.-Participate in company product training to learn and relay knowledge to account team and customers.-Ensuring that the configured solution is an ideal fit for the customer's data-center initiatives, and following up after point of sale to verify any other needs.-Continuously meet, and exceed, quarterly quotas by outbound dialing, utilization of Dell EMC tools, pipeline generation and management, and other various methods.In my tenure at Dell EMC I have prided myself on providing our customers the best solution that fits their current, and future, demands while also consecutively exceeding quarterly revenue quotas. Performance for revenue attainment:Q3 FY18 - 124.72%Q4 FY18 - 141.84%Q1 FY19 - 142.49%Q2 FY19 - 121.91%

May 2017 - Dec 2019

Inside Account Executive

Austin, Texas Area

While an Inside Account Executive at SHI, I covered the Pacific Northwest region in territory sales. At SHI, everyday included new challenges and opportunities which I strived to complete in a dutiful manner that exemplified not only SHI's motto but exemplary customer service to my clients. Roles and Responsibilities included but were not limited to: -Assist clients in the SBS space to expand IT infrastructure-Gain industry knowledge to provide product insight and consultation regarding IT solution needs-Quarterback meetings with clients and technical resources to manage large projects-Cold call in to prospective customers and establish rapport for potential future business.

Jan 2017 - Mar 2017
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

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1 education record

Carlos Aleman education

FAQ

Frequently asked questions about Carlos Aleman

Quick answers generated from the profile data available on this page.

What company does Carlos Aleman work for?

Carlos Aleman works for Merrill Lynch Wealth Management.

What is Carlos Aleman's role at Merrill Lynch Wealth Management?

Carlos Aleman is listed as Financial Advisor at Merrill Lynch Wealth Management.

What is Carlos Aleman's email address?

AeroLeads has found 1 work email signal at @ml.com for Carlos Aleman at Merrill Lynch Wealth Management.

Where is Carlos Aleman based?

Carlos Aleman is based in Houston, Texas, United States while working with Merrill Lynch Wealth Management.

What companies has Carlos Aleman worked for?

Carlos Aleman has worked for Merrill Lynch Wealth Management, Merrill Lynch, Poly, Dell Technologies, and Dell Emc.

Who are Carlos Aleman's colleagues at Merrill Lynch Wealth Management?

Carlos Aleman's colleagues at Merrill Lynch Wealth Management include Jimmy Bowe, Jennifer Hynes, James Johnson, James Fiallo, and Robert Morgan.

How can I contact Carlos Aleman?

You can use AeroLeads to view verified contact signals for Carlos Aleman at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Carlos Aleman attend?

Carlos Aleman holds Bachelor’S Degree, Political Science And Government from Texas A&M University.

What skills is Carlos Aleman known for?

Carlos Aleman is listed with skills including Research, Communication, Public Speaking, Microsoft Office, Microsoft Word, Leadership, Microsoft Excel, and Powerpoint.

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