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@merrilledge.com
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Connor Courtwright is listed as Investment Specialist at Merrill Edge at Merrill Edge, a with 2267 employees, based in Brick, New Jersey, United States. AeroLeads shows a work email signal at merrilledge.com and a matched LinkedIn profile for Connor Courtwright.
Connor Courtwright previously worked as Senior Investment Specialist at Merrill Edge and Financial Services Representative at Merrill Edge. Connor Courtwright holds Bachelor'S Degree, Finance, General from University Of New Hampshire.
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Connor Courtwright is a Investment Specialist at Merrill Edge at Merrill Edge.
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Pennington, New Jersey, United States
● Place equity, fixed income, options and mutual fund trades for self-directed clients or assistthem in placing the trades online.● Service margin accounts and discuss in detail buy and hold or day trade buying power.● Assist clients with cash account violations, margin account violations as well as margin andday trade calls.● Process and help clients with trade correction, cost basis and corporate action requests.
● Fully serviced brokerage and retirement accounts and went over features or benefits ofdifferent products for self-directed clients.● Maintained financial goals based conversations with clients in a service to sales capacity.● Processed normal and premature retirement account distributions, IRA conversions, andassisted clients in completing various account documents.
Pennington, New Jersey
● Served as the first point of contact for clients in regard to their banking, brokerage, mortgageand home equity line of credit needs.● Ensured continuous client satisfaction and retention by providing white glove servicethrough strong customer service, ownership and communication.● Provided support to Merrill Lynch Financial Advisors and their branch offices.
Greater New York City Area
● Reviewed transactions monitoring cases in an attempt to prevent potential fraud.● Performed “know your client” due diligence on existing and potential clients.● Assisted in Implementing new company rules for federal regulations regarding FINCEN.
Paramus, New Jersey
● Prepared investment portfolio hypotheticals and existing portfolio snapshots utilizingMorningstar Advisor Workstation system.● Sat in on various client meetings and recorded notes for the Advisor.● Attended fund manager strategy meetings with several visiting mutual fund companies.
Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →
Chris Miranda
Colleague at Merrill EdgeProvidence County, Rhode Island, United States
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Gaetano Stanzione
Colleague at Merrill EdgeAlbuquerque, New Mexico, United States
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Daniel Tricoli
Colleague at Merrill EdgeGreater Chicago Area, United States
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Eric Chambers
Colleague at Merrill EdgeOrange Park, Florida, United States
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Jordan Peterson
Colleague at Merrill EdgeWillingboro, New Jersey, United States
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Jenisha Jones
Colleague at Merrill EdgeDallas, North Carolina, United States
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Nicholas Chambers
Colleague at Merrill EdgeNew York City Metropolitan Area, United States
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Arden Godshall
Colleague at Merrill EdgeJacksonville, Florida, United States
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Richard Tran
Colleague at Merrill EdgeFountain Valley, California, United States
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Pamela Sundstrom
Colleague at Merrill EdgeBucks County, Pennsylvania, United States
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Selected for the Envestnet Institute on Campus program: ● Broad-based training in asset and wealth management with an emphasis on managed.
Activities and Societies: Brick Memorial Varsity Ice Hockey and Peer Leadership Program
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Connor Courtwright works for Merrill Edge.
Connor Courtwright is listed as Investment Specialist at Merrill Edge at Merrill Edge.
AeroLeads has found 1 work email signal at @merrilledge.com for Connor Courtwright at Merrill Edge.
Connor Courtwright is based in Brick, New Jersey, United States while working with Merrill Edge.
Connor Courtwright has worked for Merrill Edge, Bank Of America Merrill Lynch, Franklin Templeton Investments, and Ameriprise Financial Services, Inc..
Connor Courtwright's colleagues at Merrill Edge include Chris Miranda, Gaetano Stanzione, Daniel Tricoli, Eric Chambers, and Jordan Peterson.
You can use AeroLeads to view verified contact signals for Connor Courtwright at Merrill Edge, including work email, phone, and LinkedIn data when available.
Connor Courtwright holds Bachelor'S Degree, Finance, General from University Of New Hampshire.
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