Avp Financial Solutions Advisors
Current
Mar 2012 - Present
AeroLeads people directory · profile
Jim Rafferty Email & Phone Number
AVP Financial Solutions Advisors at Merrill Edge
at
Merrill Edge
1 work email found
@merrilledge.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
AVP Financial Solutions Advisors at Merrill Edge
Location
Cranbury, New Jersey, United States
Company size
Who is Jim Rafferty? Overview
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Quick answer
Jim Rafferty is listed as AVP Financial Solutions Advisors at Merrill Edge at Merrill Edge, a company with 2267 employees, based in Cranbury, New Jersey, United States. AeroLeads shows a work email signal at merrilledge.com and a matched LinkedIn profile for Jim Rafferty.
Jim Rafferty previously worked as AVP Financial Solutions Advisors at Merrill Edge and Independent Associate at Viridian Energy. Jim Rafferty holds Bs, Finance And Marketing from University At Buffalo.
Company email context
Email format at Merrill Edge
This section adds company-level context without repeating Jim Rafferty's masked contact details.
{first}.{last}@merrilledge.com
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AeroLeads found 1 current-domain work email signal for Jim Rafferty. Compare company email patterns before reaching out.
Profile bio
About Jim Rafferty
I am a highly motivated Financial Sales and Trading professional with extensive experience in both front office and back office operations encompassing the life of the trade from order capture, execution and allocation to settlements and resolution of trade discrepancies. Exceptional skills in client services with a proven ability to define issues, propose solutions and implement changes. Presently a board member of Princeton Toastmasters and starting a green energy business marketing the advantages of going green to residential and small businessesSpecialties: trading, market making, selling equities, negotiating block trades, sales trading, new business development, Institutional Equity Sales Trader, Equity Strategies, client development, new account acquisitions, customer relations, selling, negotiating, prospecting,account manager, OASYS, client relationships, closing, relationships building, account manager, account executive, problem solving
Listed skills include Hedge Funds, Series 7, Financial Services, Series 63, and 20 others.
Current workplace
Jim Rafferty's current company
Company context helps verify the profile and gives searchers a useful next step.
Merrill Edge
5 roles
Jim Rafferty work experience
A career timeline built from the work history available for this profile.
Jun 2011 - May 2012
Vp Institutional Equity Sales Trader
Navpoint Llc
May 2010 - Jan 2011
Vice President, Equity Sales Trader
Managed account coverage with a broad mix of corporate clients, asset managers, and hedge funds Established new client relationships and developed existing clients often becoming top tier accounts Negotiated block trades with clients and traders Reconciled trade settlements and clearance disputes Reduce risk exposure through identifying and researching.
Jan 1997 - Aug 2009
Otc Market Maker
Lazard Freres & Co
OTC Market Maker for foreign and domestic securitiesGenerated trading strategies in South African Securities for US clientsFacilitated Institutional Sales Traders enhancing several of their large account relationships
Jan 1987 - Jan 1997
Team & coworkers
Colleagues at Merrill Edge
Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →
JP
Julie Pham
Colleague at Merrill EdgePhoenix, Arizona, United States, United States
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MM
Matthew Martin
Colleague at Merrill EdgeNew York City Metropolitan Area, United States
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JJ
Joshua Jerger
Colleague at Merrill EdgeQueen Creek, Arizona, United States, United States
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KM
Kevin Mclane
Colleague at Merrill EdgeTrenton, New Jersey, United States, United States
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ID
Ian Dubee
Colleague at Merrill EdgeRaleigh, North Carolina, United States, United States
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PS
Pamela Sundstrom
Colleague at Merrill EdgeBucks County, Pennsylvania, United States, United States
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YN
Yang Nie, Crpc®
Colleague at Merrill EdgeRowland Heights, California, United States, United States
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CH
Chris Hood
Colleague at Merrill EdgeJacksonville, Florida, United States, United States
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SS
Seiki Shinzato
Colleague at Merrill EdgeAlameda, California, United States, United States
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DF
David Fu, Crpc®
Colleague at Merrill EdgeSeattle, Washington, United States, United States
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Julie Pham
Colleague at Merrill EdgePhoenix, Arizona, United States, United States
View →
MM
Matthew Martin
Colleague at Merrill EdgeNew York City Metropolitan Area, United States
View →
JJ
Joshua Jerger
Colleague at Merrill EdgeQueen Creek, Arizona, United States, United States
View →
KM
Kevin Mclane
Colleague at Merrill EdgeTrenton, New Jersey, United States, United States
View →
ID
Ian Dubee
Colleague at Merrill EdgeRaleigh, North Carolina, United States, United States
View →
PS
Pamela Sundstrom
Colleague at Merrill EdgeBucks County, Pennsylvania, United States, United States
View →
YN
Yang Nie, Crpc®
Colleague at Merrill EdgeRowland Heights, California, United States, United States
View →
CH
Chris Hood
Colleague at Merrill EdgeJacksonville, Florida, United States, United States
View →
SS
Seiki Shinzato
Colleague at Merrill EdgeAlameda, California, United States, United States
View →
DF
David Fu, Crpc®
Colleague at Merrill EdgeSeattle, Washington, United States, United States
View →
1 education record
Jim Rafferty education
FAQ
Frequently asked questions about Jim Rafferty
Quick answers generated from the profile data available on this page.
What company does Jim Rafferty work for?
Jim Rafferty works for Merrill Edge.
What is Jim Rafferty's role at Merrill Edge?
Jim Rafferty is listed as AVP Financial Solutions Advisors at Merrill Edge at Merrill Edge.
What is Jim Rafferty's email address?
AeroLeads has found 1 work email signal at @merrilledge.com for Jim Rafferty at Merrill Edge.
Where is Jim Rafferty based?
Jim Rafferty is based in Cranbury, New Jersey, United States while working with Merrill Edge.
What companies has Jim Rafferty worked for?
Jim Rafferty has worked for Merrill Edge, Viridian Energy, Navpoint Llc, Lazard Capital Markets, and Lazard Freres & Co.
Who are Jim Rafferty's colleagues at Merrill Edge?
Jim Rafferty's colleagues at Merrill Edge include Julie Pham, Matthew Martin, Joshua Jerger, Kevin Mclane, and Ian Dubee.
How can I contact Jim Rafferty?
You can use AeroLeads to view verified contact signals for Jim Rafferty at Merrill Edge, including work email, phone, and LinkedIn data when available.
What schools did Jim Rafferty attend?
Jim Rafferty holds Bs, Finance And Marketing from University At Buffalo.
What skills is Jim Rafferty known for?
Jim Rafferty is listed with skills including Hedge Funds, Series 7, Financial Services, Series 63, Securities, Customer Service, Trading, and Equities.
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