Esther Habte
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Esther Habte Email & Phone Number

Financial Analyst Delivering Creative Solutions at Merrill Lynch
Location: Los Angeles, California, United States 2 work roles 1 school
1 work email found @ml.com 2 phones found area 909 LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email e****@ml.com
Direct phone (909) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Merrill Lynch
Role
Financial Analyst Delivering Creative Solutions
Location
Los Angeles, California, United States
Company size
45157 employees

Who is Esther Habte? Overview

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Quick answer

Esther Habte is listed as Financial Analyst Delivering Creative Solutions at Merrill Lynch, a company with 45157 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 909, and a matched LinkedIn profile for Esther Habte.

Esther Habte previously worked as Registered Investment Associate at Merrill Lynch and Financial Advisor at Edward Jones. Esther Habte holds Bachelor Of Science - Bs, Finance, General from California State University-Long Beach.

Company email context

Email format at Merrill Lynch

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{first}.{last}@ml.com
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AeroLeads found 1 current-domain work email signal for Esther Habte. Compare company email patterns before reaching out.

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Profile bio

About Esther Habte

I'm a strong believer that a challenge is just an opportunity to grow. As an Investment Associate working in Wealth Management, I creatively construct solutions to complex problems in order to deliver excellent client service. For the last six years I have cultivated skills ranging from strong interpersonal communication, portfolio management, data analytics, and business management while working on multiple advisory teams that managed over $500MM in assets. This multi-disciplinary role has given me the opportunity to utilize my financial knowledge in an impactful way everyday.

Current workplace

Esther Habte's current company

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Merrill Lynch
Merrill Lynch
Financial Analyst Delivering Creative Solutions
new york, new york, united states
Website
ml.com
Employees
45157
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Company profile
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2 roles

Esther Habte work experience

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

Registered Investment Associate

Current
Merrill Lynch

Los Angeles, California, United States

  • Awarded the Responsible Service Growth Award by ranking #1 nationally in engaging clients with bank technology and increasing usage of services to over 90%
  • Complete portfolio reviews and variances to ensure each account’s asset allocation is aligned with client investment strategy for over $500MM AUM
  • Manage all client requests for multiple advisors including unsolicited trades and created automated systems to effectively organize anticipated recurring money movements with increased efficiency
  • Forecast team budget, submit expenses, and mitigate risks by implementing best practices which align with compliance and regulatory requirements for advisor expenses
Jun 2018 - Present

Financial Advisor

Edward Jones

Greater Los Angeles Area

  • Completed extensive Financial Advisor Career Development Program focusing on tailored financial solutions for client needs
  • Analyzed investment opportunities and actively rebalanced portfolios resulting in an increased ROI to 10% while ensuring asset allocation aligned with client needs and maintaining diversification
  • Administered goal-based financial planning by completing financial needs analysis and assessing risk tolerance to build financial models and presentations
Apr 2017 - May 2018
Team & coworkers

Colleagues at Merrill Lynch

Other employees you can reach at ml.com. View company contacts for 45157 employees →

CD Covey Davis Covey Davis Colleague at Merrill Lynch Naples, Florida, United States, United States View → KS Korey Speight Korey Speight Colleague at Merrill Lynch Charlotte, North Carolina, United States, United States View → RD Ruchita Dugaya Ruchita Dugaya Colleague at Merrill Lynch Pennington, New Jersey, United States, United States View → DJ Dominique James Dominique James Colleague at Merrill Lynch St Marys, Georgia, United States, United States View → RG Rowan Greer Rowan Greer Colleague at Merrill Lynch Córdoba, Veracruz, Mexico, Mexico View → RM Roselee Mahon Roselee Mahon Colleague at Merrill Lynch Feasterville-Trevose, Pennsylvania, United States, United States View → CK Cristy Kaur, Cpfa® Cristy Kaur, Cpfa® Colleague at Merrill Lynch Florham Park, New Jersey, United States, United States View → KA Khaled Awawded Khaled Awawded Colleague at Merrill Lynch Clifton, New Jersey, United States, United States View → PB Paul Brewer Paul Brewer Colleague at Merrill Lynch Concord, New Hampshire, United States, United States View → DM Dung Mai Dung Mai Colleague at Merrill Lynch Dallas-Fort Worth Metroplex, United States View →
1 education record

Esther Habte education

FAQ

Frequently asked questions about Esther Habte

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

What company does Esther Habte work for?

Esther Habte works for Merrill Lynch.

What is Esther Habte's role at Merrill Lynch?

Esther Habte is listed as Financial Analyst Delivering Creative Solutions at Merrill Lynch.

What is Esther Habte's email address?

AeroLeads has found 1 work email signal at @ml.com for Esther Habte at Merrill Lynch.

What is Esther Habte's phone number?

AeroLeads has found 2 phone signal(s) with area code 909 for Esther Habte at Merrill Lynch.

Where is Esther Habte based?

Esther Habte is based in Los Angeles, California, United States while working with Merrill Lynch.

What companies has Esther Habte worked for?

Esther Habte has worked for Merrill Lynch and Edward Jones.

Who are Esther Habte's colleagues at Merrill Lynch?

Esther Habte's colleagues at Merrill Lynch include Covey Davis, Korey Speight, Ruchita Dugaya, Dominique James, and Rowan Greer.

How can I contact Esther Habte?

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

What schools did Esther Habte attend?

Esther Habte holds Bachelor Of Science - Bs, Finance, General from California State University-Long Beach.

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