Kevin V.

Kevin V. Email and Phone Number

Kevin Vega, Financial Solutions Advisor @ Merrill Lynch
new york, new york, united states
Kevin V.'s Location
New York City Metropolitan Area, United States
About Kevin V.

Kevin V. is a Kevin Vega, Financial Solutions Advisor at Merrill Lynch. They is proficient in Spanish.

Kevin V.'s Current Company Details
Merrill Lynch

Merrill Lynch

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Kevin Vega, Financial Solutions Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
Kevin V. Work Experience Details
  • Merrill Lynch
    Financial Solutions Advisor
    Merrill Lynch Nov 2024 - Present
  • Citi
    Assistant Vice President, Wealth Relationship Manager
    Citi Oct 2022 - May 2024
    New York, United States
  • Jpmorgan Chase Bank, N.A.
    Assistant Vice President - Private Client Banker
    Jpmorgan Chase Bank, N.A. May 2021 - Oct 2022
  • Jpmorgan Chase Bank, N.A.
    Relationship Banker Ii
    Jpmorgan Chase Bank, N.A. Dec 2019 - Apr 2021
  • Bank Of America
    Client Service Representative
    Bank Of America Dec 2018 - Dec 2019
    ▪️Build Relationships with clients to help achieve financial goals▪️Prepare reports to ensure compliance with government issued regulations▪️Increased revenue by recognizing prospects of new funding from deposits of $15,000 and more▪️Analyzed, detected and reported suspicious activities on 10+ accounts that prevented fraud, saving the branch $10,000 in loss▪️Process 25+ customer transactions per hour with extreme attention to detail▪️Assisted supervisor with audits and daily… Show more ▪️Build Relationships with clients to help achieve financial goals▪️Prepare reports to ensure compliance with government issued regulations▪️Increased revenue by recognizing prospects of new funding from deposits of $15,000 and more▪️Analyzed, detected and reported suspicious activities on 10+ accounts that prevented fraud, saving the branch $10,000 in loss▪️Process 25+ customer transactions per hour with extreme attention to detail▪️Assisted supervisor with audits and daily balancing of the vault which exceeded $50,000 Show less
  • Citi
    Bank Teller
    Citi Jul 2016 - Mar 2018
    New York, New York
    ▪️ Assumed a leadership role in the absence of the supervisor and maintained bank’s normal operations and procedures▪️ Contributed to the branch personal loan 2017 4th quarter sales achievement of $277,323 of approximately $100,000 via referrals▪️Helped with audit readiness resulting in 6 consecutive excellent audit scores▪️ Corresponded with 20+ clients via email each day to answer questions and thank them for their visit
  • Aerosoles
    Sales Associate
    Aerosoles Jun 2014 - Mar 2015
    New York, New York

Kevin V. Education Details

Frequently Asked Questions about Kevin V.

What company does Kevin V. work for?

Kevin V. works for Merrill Lynch

What is Kevin V.'s role at the current company?

Kevin V.'s current role is Kevin Vega, Financial Solutions Advisor.

What schools did Kevin V. attend?

Kevin V. attended Baruch College, Laguardia Community College.

Who are Kevin V.'s colleagues?

Kevin V.'s colleagues are Julie Bolton, Chfc®, Lauren Fritz Mariner, Cdfa®, Cpfa®, Magdalena Dickson, Michael Mahoney, Cfp, Julia Darud, Cdfa®, Cpfa®, David Vucovich, Harrison O..

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