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@merrilledge.com
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David Delvecchio is listed as Life Services Relationship Consultant at Bank of America/Merrill Edge at Merrill Edge, a company with 2267 employees, based in North Attleboro, Massachusetts, United States. AeroLeads shows a work email signal at merrilledge.com and a matched LinkedIn profile for David Delvecchio.
David Delvecchio previously worked as Life Services Relationship Consultant at Merrill Edge and 401K Rollover Specialist at Fidelity Investments. David Delvecchio holds Bachelor Of Arts (B.A.), Comparative Literature from University Of Massachusetts, Amherst.
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AeroLeads found 1 current-domain work email signal for David Delvecchio. Compare company email patterns before reaching out.
Licensed investment professional with extensive experience in retail and Advisor sold 401K plans. Specialties also include distribution options and consultative need based sales with a vast knowledge of Rollover IRA benefits to cultivate asset retention. A strong communicator with the ability to flourish within a team environment. Known for success as a consultative sales professional.
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Lincoln, RI
Assisting clients in making decisions regarding inherited assets while providing a dedicated relationshipHaving open-ended/goal-based financial conversations, educating, deepening, and providing solutionsFocusing on asset retention and consolidation of outside assets, while offering need-based productsTaking ownership while providing exceptional service.
Rhode Island
Supported front line business units by handling incoming 401K asset retention phone inquires Educated plan participants on their options and the value of working with an Investment Professional. Placed outbound calls to 401k Advisors and customers to foster asset retention. Displayed attention to detail, decision making, multi-tasking, and listening.
Greater Boston Area
Provided tailored solutions for individual retirement needs and objectivesInformed customers of plan benefits and nuances to maximize retirement savingsAssisted with 401K Plans, Brokerage Link, Real Time Trading, and Non-Qualified PlansFielded complex questions and processed sophisticated transactions such as Net Unrealized AppreciationAchieved highest.
Greater Boston Area
Educated plan participants on all aspects of pension plansConsistently delivered highest levels of customer serviceLeveraged problem-solving skills while performing pension calculationsEvaluated payment options to ensure customers were aware of all possibilitiesSelected to present on Defined Benefit Distribution Options
Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →
Jenna Schultz
Colleague at Merrill Edge
Metro Jacksonville, United States
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Mark Lance
Colleague at Merrill Edge
Greater Phoenix Area, United States
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BM
Benny Miller
Colleague at Merrill Edge
Chandler, Arizona, United States, United States
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JW
Jacquelyn Wicklund
Colleague at Merrill Edge
Metro Jacksonville, United States
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MS
Marc Santiago
Colleague at Merrill Edge
Princeton, New Jersey, United States, United States
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AM
Ahsan Malik
Colleague at Merrill Edge
Philadelphia, Pennsylvania, United States, United States
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JL
Jeff Landry
Colleague at Merrill Edge
Metro Jacksonville, United States
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CA
Carrie Anderson
Colleague at Merrill Edge
Metro Jacksonville, United States
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CL
Claire Looney
Colleague at Merrill Edge
Boston, Massachusetts, United States, United States
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NB
Nicholas Bennett
Colleague at Merrill Edge
Sparrows Point, Maryland, United States, United States
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Quick answers generated from the profile data available on this page.
David Delvecchio works for Merrill Edge.
David Delvecchio is listed as Life Services Relationship Consultant at Bank of America/Merrill Edge at Merrill Edge.
AeroLeads has found 1 work email signal at @merrilledge.com for David Delvecchio at Merrill Edge.
David Delvecchio is based in North Attleboro, Massachusetts, United States while working with Merrill Edge.
David Delvecchio has worked for Merrill Edge and Fidelity Investments.
David Delvecchio's colleagues at Merrill Edge include Jenna Schultz, Mark Lance, Benny Miller, Jacquelyn Wicklund, and Marc Santiago.
You can use AeroLeads to view verified contact signals for David Delvecchio at Merrill Edge, including work email, phone, and LinkedIn data when available.
David Delvecchio holds Bachelor Of Arts (B.A.), Comparative Literature from University Of Massachusetts, Amherst.
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