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Patrice Barton Smith is listed as Administrative Manager at Merrill Lynch at Merrill Lynch, a company with 45157 employees, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Patrice Barton Smith.
Patrice Barton Smith previously worked as Market Supervision Manager at Merrill Lynch and Senior Consultant Risk - Technology & Vice President at Bank Of America. Patrice Barton Smith holds Graduate Certificate, Personal Financial Planning from Georgia State University.
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Experienced corporate attorney and project manager currently enrolled in the Office Management Training program as an Associate Administrative Manager. Demonstrates strong analytical skills through the review of market trends and business needs to facilitate client strategies. Conscientious, results-oriented self-starter who utilizes project management skills to execute internal client initiatives. Eager to assist clients in meeting their long-term goals for financial stability, legacy-building and charitable interests. Ability to interact with all levels of the organization.Series 7,66 LicensesSpecialties: coaching, contract management, customer relations, financial planning, insurance, legal, marketing, Microsoft Office suite, negotiation, performance management, program management, compliance and regulatory review, risk management
Listed skills include Management, Strategic Financial Planning, Project Management, Office Management, and 12 others.
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Atlanta, Georgia
The Administrative Manager is a key partner with clients and Financial Advisors in risk management to ensure risk is appropriately managed. The Administrative Manager is an integral member of the Office Management Team (OMT), and is responsible for a variety of supervision, compliance, and risk management functions. Many of these functions are focused on.
Develop and execute sourcing strategies based upon needs of the business partner, Global Product Solutions, and Supply Chain Management strategic direction. Supports the Strategic Sourcing End-to-End process from requirements development through contract development, review and execution. Negotiate legal agreements with suppliers working with Risk and.
Provided legal support to the management liability division as the primary legal contact for three regional offices. Drafted insurance contracts and non-disclosure agreements. Addressed regulatory and compliance issues. Assisted underwriting staff in marketing insurance products to the brokerage community and prospective insureds. Responsible for.
Negotiated Master and Security Agreements with counterparties with guidance from the Legal and Credit Management Departments. Analyzed existing and developing ISDA rules and their impact on legal document requirements. Supervised the preparation of all confirmations for deals entered into by the Derivative Products Group. Responsible for management and.
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Samantha Poliquin
Colleague at Merrill Lynch
Greater Orlando, United States
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RS
Randy Smith
Colleague at Merrill Lynch
Corpus Christi, Texas, United States, United States
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AF
Anthony Fantigrossi, Apma®, Crpc®, Cltc®
Colleague at Merrill Lynch
Fort Lauderdale, Florida, United States, United States
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SR
S.D.M Raju
Colleague at Merrill Lynch
Tokyo, Tokyo, Japan, Japan
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JB
Junior Bass
Colleague at Merrill Lynch
London, England, United Kingdom, United Kingdom
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CR
Connie R.
Colleague at Merrill Lynch
Greater Tampa Bay Area, United States
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JD
Jenne' Doleac, Cfp®, Awma™
Colleague at Merrill Lynch
Memphis, Tennessee, United States, United States
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RK
Rahul Khanna
Colleague at Merrill Lynch
Sweden, Sweden
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DC
Denise Chai
Colleague at Merrill Lynch
Singapore, Singapore
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WD
William Dwyer
Colleague at Merrill Lynch
New Hope, Pennsylvania, United States, United States
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Program fulfills educational requirement for Certified Financial Planner exam.
Quick answers generated from the profile data available on this page.
Patrice Barton Smith works for Merrill Lynch.
Patrice Barton Smith is listed as Administrative Manager at Merrill Lynch at Merrill Lynch.
Patrice Barton Smith is based in Atlanta, Georgia, United States while working with Merrill Lynch.
Patrice Barton Smith has worked for Merrill Lynch, Bank Of America, Aig, and Prudential Insurance.
Patrice Barton Smith's colleagues at Merrill Lynch include Samantha Poliquin, Randy Smith, Anthony Fantigrossi, Apma®, Crpc®, Cltc®, S.D.M Raju, and Junior Bass.
You can use AeroLeads to view verified contact signals for Patrice Barton Smith at Merrill Lynch, including work email, phone, and LinkedIn data when available.
Patrice Barton Smith holds Graduate Certificate, Personal Financial Planning from Georgia State University.
Patrice Barton Smith is listed with skills including Management, Strategic Financial Planning, Project Management, Office Management, Program Management, Risk Management, Negotiation, and Contract Management.
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