Registered Client Associate
CurrentNASAA Series 66 Registered FINRA Series 7 General Securities Representative
Jan 2018 - Present
AeroLeads people directory · profile
Jolene Bateman Email & Phone Number
Registered Client Associate
at
Merrill Lynch
1 work email found
@ml.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Registered Client Associate
Location
Northbrook, Illinois, United States
Company size
Who is Jolene Bateman? Overview
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Quick answer
Jolene Bateman is listed as Registered Client Associate at Merrill Lynch, a company with 45157 employees, based in Northbrook, Illinois, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Jolene Bateman.
Jolene Bateman previously worked as Executive Assistant/ Accounting at Ross Financial Services and Administrative Assistant / Lead Processor at Carquotes.Com. Jolene Bateman holds Accounting Fundamentals from Gale Courses.
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 Jolene Bateman. Compare company email patterns before reaching out.
Profile bio
About Jolene Bateman
Jolene Bateman is a Registered Client Associate at Merrill Lynch. She possess expertise in customer service, customer relations, marketing strategy, budgeting, advertising and 45 more skills. Colleagues describe her as "I worked with Jolene for several years and she always delivered results. Throught her excellent customer service attitude, the contributed to the sucess of the Ford Power Stroke Diesel brand. It was a pleasure working with Jolene." and "I worked closely with Jolene during her time at Irving Kannett supporting the marketing and merchandising needs of my Ford dealers in the NW. Jolene worked closely with the dealers supporting their open house diesel events, diesel training meetings and supplying diesel promotional items. In addition she took the lead in assisting the dealer with designing personalized promotional items, assuring correct billing and timely delivery. Jolene's customer service attitude is a solid 10… Show more"
Listed skills include Customer Service, Customer Relations, Marketing Strategy, Budgeting, and 46 others.
Current workplace
Jolene Bateman's current company
Company context helps verify the profile and gives searchers a useful next step.
Merrill Lynch
6 roles
Jolene Bateman work experience
A career timeline built from the work history available for this profile.
Executive Assistant/ Accounting
Ross Financial Services
Property Management firm managing over 20 HUD & IHDA properties.My responsibilities included executive administration with replacement reserve funding requests along with compliance processing submissions to IHDA ( Illinois Housing Development Authorities), HUD ( US Dept. of Housing and Urban Development), and NHC ( National Housing Compliance).Full range.
Oct 2013 - Dec 2017
Administrative Assistant / Lead Processor
Carquotes.Com
Third Party lead provider connecting car dealerships with credit unions.Leads are rigorously verified through a unique multistage scrubbing process that combines both internal and third-party lead verification. Contacted every lead via telephone and/or e-mail – Constant data entry on each person/lead called to confirm if in the market for a new vehicle.
Oct 2012 - Aug 2013
Administrative Assistant
Irving Kannett & Associates
Advertising and PR ServicesHandle and run two websites and process all orders, manage customer servicecalls and receptionist duties.Research & develop promotional item presentations directed to our clientsconsumers.Process orders from each website through the entire fulfillment programusing the ASI system.Coordinate special events & giveaway programs (ex.
Aug 2007 - Sep 2012
Assistant Manager / Customer Service
Maintained store solely 4-6 hours per day. Consistent data entry onprospective clients. Telemarketing on prospective business/individualclients. Processed checks for payments on accounts. Regulate trade showbooth for convention. Greeted customers at entrance. Received and handledall calls. Extensive customer service. Gathered and distributed all.
Nov 2006 - May 2007
Administrative Resolutions Rep
Financial ServicesManaged team of six administrative resolutions representatives. Assisted informulating new procedures for disability resolutions. Assisted in trainingof new administrative resolutions personnel. Randomly monitored and auditedrepresentatives calls for quality assurance. Responsible for maintaining andupdating department manual. Responsible.
Feb 2001 - Oct 2006
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts for 45157 employees →
VN
Vasilios Ninopoulos, Cfp®
Colleague at Merrill Lynch
Santa Fe, New Mexico, United States, United States
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KH
Kevin Hui
Colleague at Merrill Lynch
Waltham, Massachusetts, United States, United States
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TM
Tiffany Malenfant
Colleague at Merrill Lynch
Lake Mary, Florida, United States, United States
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JS
Julio Suarez
Colleague at Merrill Lynch
Miami, Florida, United States, United States
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MB
Mike Bocker
Colleague at Merrill Lynch
Oak Brook, Illinois, United States, United States
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TB
Tricia Burkett
Colleague at Merrill Lynch
New Orleans, Louisiana, United States, United States
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EB
Eric Besaw, Mba
Colleague at Merrill Lynch
Albany, New York, United States, United States
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JB
Junior Bass
Colleague at Merrill Lynch
London, England, United Kingdom, United Kingdom
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DB
Diana Braendly
Colleague at Merrill Lynch
Trenton, New Jersey, United States, United States
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MW
Matt Whiting, Cfp®, Crpc™
Colleague at Merrill Lynch
Newton, Massachusetts, United States, United States
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Vasilios Ninopoulos, Cfp®
Colleague at Merrill Lynch
Santa Fe, New Mexico, United States, United States
View →
KH
Kevin Hui
Colleague at Merrill Lynch
Waltham, Massachusetts, United States, United States
View →
TM
Tiffany Malenfant
Colleague at Merrill Lynch
Lake Mary, Florida, United States, United States
View →
JS
Julio Suarez
Colleague at Merrill Lynch
Miami, Florida, United States, United States
View →
MB
Mike Bocker
Colleague at Merrill Lynch
Oak Brook, Illinois, United States, United States
View →
TB
Tricia Burkett
Colleague at Merrill Lynch
New Orleans, Louisiana, United States, United States
View →
EB
Eric Besaw, Mba
Colleague at Merrill Lynch
Albany, New York, United States, United States
View →
JB
Junior Bass
Colleague at Merrill Lynch
London, England, United Kingdom, United Kingdom
View →
DB
Diana Braendly
Colleague at Merrill Lynch
Trenton, New Jersey, United States, United States
View →
MW
Matt Whiting, Cfp®, Crpc™
Colleague at Merrill Lynch
Newton, Massachusetts, United States, United States
View →
2 education records
Jolene Bateman education
Accounting Fundamentals
Gale Courses
High School Diploma
FAQ
Frequently asked questions about Jolene Bateman
Quick answers generated from the profile data available on this page.
What company does Jolene Bateman work for?
Jolene Bateman works for Merrill Lynch.
What is Jolene Bateman's role at Merrill Lynch?
Jolene Bateman is listed as Registered Client Associate at Merrill Lynch.
What is Jolene Bateman's email address?
AeroLeads has found 1 work email signal at @ml.com for Jolene Bateman at Merrill Lynch.
Where is Jolene Bateman based?
Jolene Bateman is based in Northbrook, Illinois, United States while working with Merrill Lynch.
What companies has Jolene Bateman worked for?
Jolene Bateman has worked for Merrill Lynch, Ross Financial Services, Carquotes.Com, Irving Kannett & Associates, and Cartridge World.
Who are Jolene Bateman's colleagues at Merrill Lynch?
Jolene Bateman's colleagues at Merrill Lynch include Vasilios Ninopoulos, Cfp®, Kevin Hui, Tiffany Malenfant, Julio Suarez, and Mike Bocker.
How can I contact Jolene Bateman?
You can use AeroLeads to view verified contact signals for Jolene Bateman at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Jolene Bateman attend?
Jolene Bateman holds Accounting Fundamentals from Gale Courses.
What skills is Jolene Bateman known for?
Jolene Bateman is listed with skills including Customer Service, Customer Relations, Marketing Strategy, Budgeting, Advertising, Debt Collection, Administrative Support, and Office Administration.
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