Patrick Lilly

Patrick Lilly Email and Phone Number

Assistant Vice President, Sr. Solutions Specialist @ Merrill Lynch
new york, new york, united states
Patrick Lilly's Location
New York City Metropolitan Area, United States
Patrick Lilly's Contact Details

Patrick Lilly work email

Patrick Lilly personal email

About Patrick Lilly

Patrick Lilly is a Assistant Vice President, Sr. Solutions Specialist at Merrill Lynch. He possess expertise in training, leadership, customer service, management, microsoft office and 14 more skills.

Patrick Lilly's Current Company Details
Merrill Lynch

Merrill Lynch

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Assistant Vice President, Sr. Solutions Specialist
new york, new york, united states
Website:
ml.com
Employees:
45157
Patrick Lilly Work Experience Details
  • Merrill Lynch
    Assistant Vice President, Sr. Solutions Specialist
    Merrill Lynch Sep 2022 - Present
  • Merrill Lynch
    Officer, Client Service Analyst
    Merrill Lynch Jan 2018 - Present
    Hopewell, Nj
  • Merrill Lynch
    Client Service Analyst
    Merrill Lynch Sep 2017 - Jan 2018
    Greater New York City Area
  • Merrill Lynch
    Senior Operations Analyst
    Merrill Lynch Jun 2015 - Sep 2017
    Pennington, New Jersey
  • Nj Air National Guard
    Master Sergeant/Unit Training Manager
    Nj Air National Guard Jul 2003 - Present
    Egg Harbor Township, New Jersey
    Responsibilities Include:-Installation, operation, maintenance, and inspection of electrical power plants, electrical equipment, and aircraft arrestment systems-Providing training, guidance, and leadership for team members-Maintenance of Air Force Training Records-Management and administration of base drug testing program
  • Onecommand
    Regional Client Manager
    Onecommand Feb 2014 - Mar 2015
  • Express Scripts
    Business Analyst
    Express Scripts Dec 2012 - Nov 2013
    Franklin Lakes, Nj
    -Research and analyze claims processing discrepancies-Analyze adjudicated claims to ensure accuracy-Perform claims compare to ensure consistency between Express Scripts and legacy Medco claims processing systems
  • Xerox
    Project Support Analyst
    Xerox May 2011 - Dec 2012
    Little Falls, Nj
    Serve as direct liaison between client specific Call Center teams insurance carriers for PricewaterhouseCoopers LLP, Northwestern Memorial Hospital, Ameren, Cisco, ExxonMobil, Proctor & Gamble, Tyco, TIAA-CREF, and ConAgra Foods. These responsibilities include:- Carrier updates and reinstatements- Research and response to Complaint Response Team inquiries- Handle vendor inquiries pertaining to confirmation of eligibility- Review and update of overnight enrollment applications- Process verification of coverage requests for clients- Confirm verification of coverage requests for vendors- Maintain manual watch/enrollment database
  • Acs, A Xerox Company
    401(K) Specialist
    Acs, A Xerox Company Aug 2009 - May 2011
    First response for active and retired employees for PricewaterhouseCoopers LLP, Northwestern Memorial Hospital, and ConAgra Foods Specific responsibilities include:- Provide expertise in 401(K), Defined Benefit, and Health and Welfare benefits- Process 401(K) transactions including but not limited to final distribution, funds transfer, funds reallocation, withdrawal, loan request, and loan repayment- Provide callers with information about investment funds- Provide information and resolve any issues pertaining to these calls in a timely, courteous and professional manner- Perform, track and log all transactions related to Human Resources and/or Benefits processes utilizing PASS and AIS Human Resource systems- Notify Technical Analyst and Team Manager of potential or recurring problems or issues- Handle confidential information with sensitivity and discretion according to Human Resource guidelines
  • Affinity Federal Credit Union
    Member Service Representative
    Affinity Federal Credit Union Aug 2004 - Sep 2006
    Supported members to perform transitions and member request. Focus on building customer relationships and identifying new opportunities for sales growth. Specific responsibilities include:- All monetary and non-monetary transactions, Sold and redeemed US Savings Bonds, Wire transfers and remote, Processed home equity cash advances, funds transfers, Stop payments, check reorders, certified checks, direct deposit/EFT enrollments- Identified sales opportunities and made referrals to appropriate staff member for further evaluation.- Consistently exceeded branch goals in terms of referrals and face to face sales of the products and services

Patrick Lilly Skills

Training Leadership Customer Service Management Microsoft Office Analysis Crm Account Management Strategic Planning Vendor Management Marketing Human Resources Sales Social Media Coaching Microsoft Word Social Networking Underwriting Talent Acquisition

Patrick Lilly Education Details

Frequently Asked Questions about Patrick Lilly

What company does Patrick Lilly work for?

Patrick Lilly works for Merrill Lynch

What is Patrick Lilly's role at the current company?

Patrick Lilly's current role is Assistant Vice President, Sr. Solutions Specialist.

What is Patrick Lilly's email address?

Patrick Lilly's email address is pa****@****hoo.com

What is Patrick Lilly's direct phone number?

Patrick Lilly's direct phone number is +190888*****

What schools did Patrick Lilly attend?

Patrick Lilly attended Penn State University, Kean University, Scotch Plains-Fanwood High School.

What skills is Patrick Lilly known for?

Patrick Lilly has skills like Training, Leadership, Customer Service, Management, Microsoft Office, Analysis, Crm, Account Management, Strategic Planning, Vendor Management, Marketing, Human Resources.

Who are Patrick Lilly's colleagues?

Patrick Lilly's colleagues are Ronald Dragotta, Katherine Meredith, Crpc®, Ellen Ruiz, Mary Norcio, Ryan Follett, Cfp®, Aams™, Kenneth Escoto, Ashleen Davey.

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