Merrick Sapone
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Merrick Sapone Email & Phone Number

Portfolio Evaluation Associate at Fisher Investments
Location: Lincoln, Nebraska, United States 4 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Portfolio Evaluation Associate
Location
Lincoln, Nebraska, United States
Company size

Who is Merrick Sapone? Overview

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Quick answer

Merrick Sapone is listed as Portfolio Evaluation Associate at Fisher Investments, a with 5129 employees, based in Lincoln, Nebraska, United States. AeroLeads shows a matched LinkedIn profile for Merrick Sapone.

Merrick Sapone previously worked as Personal Banker at Union Bank & Trust and Teller at Union Bank & Trust. Merrick Sapone holds Bachelor'S Degree, Bachelor Of Science In Business Administration from University Of Nebraska-Lincoln.

Company email context

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Fisher Investments

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Profile bio

About Merrick Sapone

Over the years, I have cultivated a strong work ethic and a results-oriented approach, which have shaped me into a dedicated and diligent professional. With a keen interest in finance and a knack for building rapport with diverse individuals, I leverage my dual citizenship to explore different cultures through travel.Through my diverse experiences and continuous pursuit of knowledge, I have developed the ability to analyze market dynamics, discern trends, and make informed investment decisions independently. Moreover, I have honed my teamwork skills and thrived in demanding environments, supported by my Gallup Clifton Strengths, which enhance my performance and that of my colleagues.Adaptability and a competitive spirit are integral to my success in dynamic scenarios, where I embrace change and view challenges as opportunities for personal and professional growth. As a skilled arranger, I excel in coordinating multiple facets toward achieving desired outcomes. Additionally, my role as an activator enables me to swiftly translate ideas into action, yielding tangible results.My diverse interests in finance and travel have broadened my perspectives and facilitated meaningful connections with people from various backgrounds. I eagerly anticipate leveraging my financial acumen and global insights to explore the intricate dynamics between international and domestic economies in the future.

Current workplace

Merrick Sapone's current company

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Fisher Investments
Fisher Investments
Portfolio Evaluation Associate
Dallas, TX, US
Employees
5129
AeroLeads page
4 roles

Merrick Sapone work experience

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

Personal Banker

Lincoln, Nebraska, United States

• Develop and maintain strong client relationships by providing personalized financial solutions, including specified bank accounts, loans, and investment products to meet clients’ goals and needs.• Conduct financial assessments to provide financial education for clients’, helping them understand complex financial products and guiding them toward making informed decisions.• Collaborate with other departments to provide comprehensive financial solutions, such as mortgage services, wealth management, and lending services.

Teller

Lincoln, Nebraska, United States

• Provide exceptional customer service by efficiently processing financial transactions to ensure the smoothest possible banking experience for customers and to uphold the company’s reputation and professionalism. • Demonstrate strong integrity and discretion while handling large sums of money and sensitive information. • Educate customers on company products by tailoring specific products to meet personal needs to provide the best possible banking experience.

Vehicle Inventory Specialist

Omaha, Nebraska, United States

• Maintained an extensive spreadsheet containing the vehicle inventory of Volkswagen Baxter. • Carefully kept track of the entirety of the dealership’s inventory of keys by giving access to the salesman and manager when needed and retrieving keys from said fellow employees.

May 2022 - Aug 2022
Team & coworkers

Colleagues at Fisher Investments

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1 education record

Merrick Sapone education

FAQ

Frequently asked questions about Merrick Sapone

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

What company does Merrick Sapone work for?

Merrick Sapone works for Fisher Investments.

What is Merrick Sapone's role at Fisher Investments?

Merrick Sapone is listed as Portfolio Evaluation Associate at Fisher Investments.

Where is Merrick Sapone based?

Merrick Sapone is based in Lincoln, Nebraska, United States while working with Fisher Investments.

What companies has Merrick Sapone worked for?

Merrick Sapone has worked for Fisher Investments, Union Bank & Trust, and Baxter Auto.

Who are Merrick Sapone's colleagues at Fisher Investments?

Merrick Sapone's colleagues at Fisher Investments include Diem Nguyen, George K., Mary Wood, Zachery Parmer, and Steven White, Cfp®.

How can I contact Merrick Sapone?

You can use AeroLeads to view verified contact signals for Merrick Sapone at Fisher Investments, including work email, phone, and LinkedIn data when available.

What schools did Merrick Sapone attend?

Merrick Sapone holds Bachelor'S Degree, Bachelor Of Science In Business Administration from University Of Nebraska-Lincoln.

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