Frank Ferro Email & Phone Number
@pnc.com
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Who is Frank Ferro? Overview
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Frank Ferro is listed as Wealth Management Private Banker at Merrill Lynch, a company with 34842 employees, based in Greater Cleveland, United States, United States. AeroLeads shows a work email signal at pnc.com and a matched LinkedIn profile for Frank Ferro.
Frank Ferro previously worked as Chief Executive Officer at Five Star Detailing and Personal Banker (Mentor) at Pnc. Frank Ferro holds Life And Health Insurance from Hondros College.
Email format at Merrill Lynch
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AeroLeads found 1 current-domain work email signal for Frank Ferro. Compare company email patterns before reaching out.
About Frank Ferro
Frank Ferro is a Wealth Management Private Banker at Merrill Lynch. They possess expertise in customer experience, team building, banking, fixed annuities, branch banking and 24 more skills.
Listed skills include Customer Experience, Team Building, Banking, Fixed Annuities, and 25 others.
Frank Ferro's current company
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Frank Ferro work experience
A career timeline built from the work history available for this profile.
Wealth Management Private Banker
Current- Identify and own the client onboarding process
- Document client interactions and provide team with time sensitive updates
- Execute on team service model
- Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
- Engage specialists/partners to address client's needs
- Identify and own the client off boarding process
Chief Executive Officer
Current
Personal Banker (Mentor)
Manages the customer experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet. From a variety of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. Collaborates with ecosystem partners to grow customer's share of.
Fifth Third Bank Personal Banker Ii Mature / Loan Credit Specialist
ESSENTIAL DUTIES & RESPONSIBILITIES:o Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.o Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.o Utilize CAMP.
Associate
As an Associate at The Westerman Group, LLC, I provide insurance services and consultation to clients in a proactive manner. I enjoy fostering relationships and ensuring the value proposition related to insurance services is promoted and well understood. As a high-level professional, I am knowledgeable in sales and service support. -Prepare basic and.
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts for 34842 employees →
Avani Kothari
Colleague at Merrill LynchNew York, New York, United States, United States
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Marilyn Rau
Colleague at Merrill LynchFactoryville, Pennsylvania, United States, United States
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Helen Tenedios
Colleague at Merrill LynchPerry Hall, Maryland, United States, United States
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Jacqueline Purcell
Colleague at Merrill LynchChagrin Falls, Ohio, United States, United States
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Cecilia Leung
Colleague at Merrill LynchHong Kong SAR, Hong Kong
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HM
Holly Meier
Colleague at Merrill LynchFairhope, Alabama, United States, United States
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Ashton (Collier) Gunter
Colleague at Merrill LynchTulsa, Oklahoma, United States, United States
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ZI
Zain Irfan
Colleague at Merrill LynchPennington, New Jersey, United States, United States
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DC
Daria Collins
Colleague at Merrill LynchGreater Pittsburgh Region, United States
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BC
Brendan Clancy, Cfp®
Colleague at Merrill LynchAuburn Hills, Michigan, United States, United States
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Frank Ferro education
Life And Health Insurance
Nutrition Sciences
Education record
Education record
Frequently asked questions about Frank Ferro
Quick answers generated from the profile data available on this page.
What company does Frank Ferro work for?
Frank Ferro works for Merrill Lynch.
What is Frank Ferro's role at Merrill Lynch?
Frank Ferro is listed as Wealth Management Private Banker at Merrill Lynch.
What is Frank Ferro's email address?
AeroLeads has found 1 work email signal at @pnc.com for Frank Ferro at Merrill Lynch.
Where is Frank Ferro based?
Frank Ferro is based in Greater Cleveland, United States, United States while working with Merrill Lynch.
What companies has Frank Ferro worked for?
Frank Ferro has worked for Merrill Lynch, Five Star Detailing, Pnc, Fifth Third Bank, and The Westerman Group.
Who are Frank Ferro's colleagues at Merrill Lynch?
Frank Ferro's colleagues at Merrill Lynch include Avani Kothari, Marilyn Rau, Helen Tenedios, Jacqueline Purcell, and Cecilia Leung.
How can I contact Frank Ferro?
You can use AeroLeads to view verified contact signals for Frank Ferro at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Frank Ferro attend?
Frank Ferro holds Life And Health Insurance from Hondros College.
What skills is Frank Ferro known for?
Frank Ferro is listed with skills including Customer Experience, Team Building, Banking, Fixed Annuities, Branch Banking, Retirement Planning, Medicare, and Sales.
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