Michael Timlin Email & Phone Number

Fort Lauderdale, Florida, United States

Fort Lauderdale, Florida, United States

Fort Lauderdale, Florida

Ft.Lauderdale

Analyze diverse marketing data to uncover trends and insights that inform strategic decisions. Develop and maintain interactive dashboards and comprehensive reports to monitor company-wide performance metrics. Conduct deep-dive analyses to understand customer behavior and identify growth opportunities.

Miami/Fort Lauderdale Area

As a Merrill Lynch Global Wealth Management I was given the opportunity to learn about the advisory business by gaining exposure to key aspects of the wealth management division including various investment vehicles, relationship building and client interaction. My responsibilities included:• Conducting product, market, and client research• Reporting and interpretation of economic analysis• Developing business acumen and understanding of the markets• Performing administrative tasks directed by the Financial/Private Wealth Advisor and/or Office Management Team• Building and maintaining relationships with clients and providing exceptional client serviceReporting directly to the Senior Vice President and Financial Advisor, and provided an exceptional opportunity to work high-value projects.

Miami/Fort Lauderdale Area