AeroLeads people directory · profile

Jonathan Cates Email & Phone Number

Workplace Benefits Specialist at Bank of America Merrill Lynch at Bank of America Merrill Lynch

Location: Mount Pleasant, South Carolina, United States 4 work roles 1 school

2 work emails found @ml.com LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 100%

Current company

Bank of America Merrill Lynch

Role

Workplace Benefits Specialist at Bank of America Merrill Lynch

Location

Mount Pleasant, South Carolina, United States

Company size

23988 employees

Who is Jonathan Cates? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jonathan Cates is listed as Workplace Benefits Specialist at Bank of America Merrill Lynch at Bank of America Merrill Lynch, a company with 23988 employees, based in Mount Pleasant, South Carolina, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Jonathan Cates.

Jonathan Cates previously worked as Vice President at Bank Of America Merrill Lynch and Assistant Vice President at Merrill Lynch. Jonathan Cates holds Bachelor Of Science (B.S.), Finance, General from Susquehanna University.

Company email context

Email format at Bank of America Merrill Lynch

This section adds company-level context without repeating Jonathan Cates's masked contact details.

{first}_{last}@ml.com

89% confidence

AeroLeads found 2 current-domain work email signals for Jonathan Cates. Compare company email patterns before reaching out.

View email format View company profile Management contacts

Profile bio

About Jonathan Cates

Jonathan Cates is a Workplace Benefits Specialist at Bank of America Merrill Lynch at Bank of America Merrill Lynch. He possess expertise in wealth management, crpc, retirement planning, mutual funds, series 7 and 8 more skills.

Listed skills include Wealth Management, Crpc, Retirement Planning, Mutual Funds, and 9 others.

Current workplace

Jonathan Cates's current company

Company context helps verify the profile and gives searchers a useful next step.

Bank Of America Merrill Lynch

Workplace Benefits Specialist at Bank of America Merrill Lynch

charlotte, north carolina, united states

Website

bofaml.com

Employees

23988

AeroLeads page

Company profile

View company profile Email format

4 roles

Jonathan Cates work experience

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

Vice President

Current

Bank Of America Merrill Lynch

Workplace Benefits Specialist

Feb 2024 - Present

Assistant Vice President

Current

Merrill Lynch

Retirement Plan Sales Desk Specialist

Sep 2017 - Present

Internal Consultant

Macquarie Group

Jan 2013 - Aug 2017

Retirement Specialist

Merrill Lynch

Nov 2009 - Jan 2013

Team & coworkers

Colleagues at Bank of America Merrill Lynch

Other employees you can reach at bofaml.com. View company contacts for 23988 employees →

DW

Dexter White Colleague at Bank Of America Merrill Lynch Houston, Texas, United States, United States View → RM

Ríona Molloy Colleague at Bank Of America Merrill Lynch United Kingdom, United Kingdom View → PK

Piyush Kapaley Colleague at Bank Of America Merrill Lynch Hong Kong, Hong Kong SAR, Hong Kong View → CA

Carol Agripino Colleague at Bank Of America Merrill Lynch United States, United States View → DG

Danielle Georges Colleague at Bank Of America Merrill Lynch New York City Metropolitan Area, United States View → RK

Rupesh Kumar Colleague at Bank Of America Merrill Lynch Hyderabad, Telangana, India, India View → A“

Alexandria “Sandy” Williams, Cfp® Colleague at Bank Of America Merrill Lynch Wylie, Texas, United States, United States View → IO

Ilya Ogorodnikov Colleague at Bank Of America Merrill Lynch Dubai, United Arab Emirates, United Arab Emirates View → TC

Trevon Chance, Mha, Csm Colleague at Bank Of America Merrill Lynch Jacksonville, Florida, United States, United States View → MM

Michael Miller Colleague at Bank Of America Merrill Lynch Jacksonville, Florida, United States, United States View →

1 education record

Jonathan Cates education

Susquehanna University

Finance, General

FAQ

Frequently asked questions about Jonathan Cates

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

What company does Jonathan Cates work for?

Jonathan Cates works for Bank of America Merrill Lynch.

What is Jonathan Cates's role at Bank of America Merrill Lynch?

Jonathan Cates is listed as Workplace Benefits Specialist at Bank of America Merrill Lynch at Bank of America Merrill Lynch.

What is Jonathan Cates's email address?

AeroLeads has found 2 work email signals at @ml.com for Jonathan Cates at Bank of America Merrill Lynch.

Where is Jonathan Cates based?

Jonathan Cates is based in Mount Pleasant, South Carolina, United States while working with Bank of America Merrill Lynch.

What companies has Jonathan Cates worked for?

Jonathan Cates has worked for Bank Of America Merrill Lynch, Merrill Lynch, and Macquarie Group.

Who are Jonathan Cates's colleagues at Bank of America Merrill Lynch?

Jonathan Cates's colleagues at Bank of America Merrill Lynch include Dexter White, Ríona Molloy, Piyush Kapaley, Carol Agripino, and Danielle Georges.

How can I contact Jonathan Cates?

You can use AeroLeads to view verified contact signals for Jonathan Cates at Bank of America Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Cates attend?

Jonathan Cates holds Bachelor Of Science (B.S.), Finance, General from Susquehanna University.

What skills is Jonathan Cates known for?

Jonathan Cates is listed with skills including Wealth Management, Crpc, Retirement Planning, Mutual Funds, Series 7, Investments, Series 63, and Life Insurance.

Security Check