Kevin V. Email and Phone Number
Kevin V. is a Kevin Vega, Financial Solutions Advisor at Merrill Lynch. They is proficient in Spanish.
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Financial Solutions AdvisorMerrill Lynch Nov 2024 - Present -
Assistant Vice President, Wealth Relationship ManagerCiti Oct 2022 - May 2024New York, United States -
Assistant Vice President - Private Client BankerJpmorgan Chase Bank, N.A. May 2021 - Oct 2022 -
Relationship Banker IiJpmorgan Chase Bank, N.A. Dec 2019 - Apr 2021 -
Client Service RepresentativeBank 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 -
Bank TellerCiti Jul 2016 - Mar 2018New 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 -
Sales AssociateAerosoles Jun 2014 - Mar 2015New York, New York
Kevin V. Education Details
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Finance -
Liberal Arts And Sciences/Liberal Studies
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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