Jennifer Sik, Cpwa® Cfp® Cdfa™

Jennifer Sik, Cpwa® Cfp® Cdfa™ Email and Phone Number

Board Member at Washington Women's Foundation @ Merrill Lynch
new york, new york, united states
Jennifer Sik, Cpwa® Cfp® Cdfa™'s Location
Mercer Island, Washington, United States, United States
Jennifer Sik, Cpwa® Cfp® Cdfa™'s Contact Details

Jennifer Sik, Cpwa® Cfp® Cdfa™ work email

Jennifer Sik, Cpwa® Cfp® Cdfa™ personal email

About Jennifer Sik, Cpwa® Cfp® Cdfa™

20+ years of international finance, business development, and account management, currently in a customer-facing role with a top international investment firm.

Jennifer Sik, Cpwa® Cfp® Cdfa™'s Current Company Details
Merrill Lynch

Merrill Lynch

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Board Member at Washington Women's Foundation
new york, new york, united states
Website:
ml.com
Employees:
45157
Jennifer Sik, Cpwa® Cfp® Cdfa™ Work Experience Details
  • Merrill Lynch
    Senior Vice President, Wealth Management Advisor
    Merrill Lynch Nov 2007 - Present
    Bellevue, Washington
    View
  • Washington Women'S Foundation
    Board Member
    Washington Women'S Foundation Jan 2020 - Present
    View
  • Women'S Funding Alliance
    Board Member
    Women'S Funding Alliance Jan 2013 - Dec 2018
    2101 4Th Ave #1330, Seattle, Wa 98121
  • Rotary Club
    Director Of Communication
    Rotary Club Jul 2012 - Jun 2014
    Mercer Island Club
    View
  • Mercer Island Youth And Family Services Foundation
    Board Member
    Mercer Island Youth And Family Services Foundation Jan 2008 - Jun 2014
    Mercer Island
  • Mercer Island Youth And Family Services Foundation
    President
    Mercer Island Youth And Family Services Foundation Jan 2010 - Jun 2011
  • Seattle University
    Advisory Board Member Of Entrepreneurship Center
    Seattle University Sep 2009 - Sep 2012
    View
  • Washington Women'S Foundation
    Grant Committee - Work Group Co-Chair
    Washington Women'S Foundation Jan 2011 - Apr 2011
    Seattle
  • Sterling Savings Bank
    Private Banking Officer
    Sterling Savings Bank Sep 2006 - Oct 2007
    View
  • National Australia Bank
    Business Banking Manager
    National Australia Bank Mar 1993 - Mar 2005
    View
  • Clickthings, Inc., New York, Ny
    Product Manager, Internationalisation
    Clickthings, Inc., New York, Ny Nov 1999 - May 2001

Jennifer Sik, Cpwa® Cfp® Cdfa™ Skills

Leadership Estate Planning Financial Advisory Executive Pay Banking Public Speaking Sep Wealth Transfer Retirement Planning Portfolio Management Iras Investments Business Development Community Engagement Finance 401k Roth Ira Fundraising Asset Allocation Financial Services Wealth Management Ira's Investment Strategies Entrepreneurship Stocks Wealth Accumulation Leadership Development Long Term Care Defined Benefit Executive Compensation Wealth Profit Sharing Small Business Management Retirement Solutions Vision Development Retirement Services Loans Employee Benefits 529 Plans

Jennifer Sik, Cpwa® Cfp® Cdfa™ Education Details

Frequently Asked Questions about Jennifer Sik, Cpwa® Cfp® Cdfa™

What company does Jennifer Sik, Cpwa® Cfp® Cdfa™ work for?

Jennifer Sik, Cpwa® Cfp® Cdfa™ works for Merrill Lynch

What is Jennifer Sik, Cpwa® Cfp® Cdfa™'s role at the current company?

Jennifer Sik, Cpwa® Cfp® Cdfa™'s current role is Board Member at Washington Women's Foundation.

What is Jennifer Sik, Cpwa® Cfp® Cdfa™'s email address?

Jennifer Sik, Cpwa® Cfp® Cdfa™'s email address is jennifer_sik@ml.com

What schools did Jennifer Sik, Cpwa® Cfp® Cdfa™ attend?

Jennifer Sik, Cpwa® Cfp® Cdfa™ attended Leadership Tomorrow, Macquarie University, The University Of Hong Kong.

What are some of Jennifer Sik, Cpwa® Cfp® Cdfa™'s interests?

Jennifer Sik, Cpwa® Cfp® Cdfa™ has interest in Children, Civil Rights And Social Action, Environment, Poverty Alleviation, Human Rights.

What skills is Jennifer Sik, Cpwa® Cfp® Cdfa™ known for?

Jennifer Sik, Cpwa® Cfp® Cdfa™ has skills like Leadership, Estate Planning, Financial Advisory, Executive Pay, Banking, Public Speaking, Sep, Wealth Transfer, Retirement Planning, Portfolio Management, Iras, Investments.

Who are Jennifer Sik, Cpwa® Cfp® Cdfa™'s colleagues?

Jennifer Sik, Cpwa® Cfp® Cdfa™'s colleagues are Ben Shrider, Theresa Lang, Evan Ackermann, Jason Celentano, Bernard Eck, Tim Biggalo, Traci Cantu.

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