Pete Sebastian Email & Phone Number
Who is Pete Sebastian? Overview
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Pete Sebastian is listed as FSA - Merrill at Merrill Lynch Wealth Management, a company with 34842 employees, based in Detroit Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Pete Sebastian.
Pete Sebastian previously worked as Financial Solutions Advisor at Merrill Edge and Enforcement Removal Assistant at U.S. Department Of Homeland Security. Pete Sebastian holds Bachelor Of Applied Science - Basc, Finance And Financial Management Services from Purdue University Global.
Email format at Merrill Lynch Wealth Management
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About Pete Sebastian
With over two years of professional experience, my current journey as a Financial Solutions Advisor at Merrill Edge, backed by a Series 7 certification, has honed my proficiency in analytical skills and commercial insurance. Previously, as a Relationship Manager at Bank of America, I cultivated strong bonds with clients while navigating complex property financing solutions. My core competencies lie in fostering trust and delivering tailored financial strategies that align with our company's mission. At the heart of my work ethic is a commitment to empowering clients through informed decision-making, leveraging my expertise in finance and financial management services to advance the goals of Merrill Edge.
Pete Sebastian's current company
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Pete Sebastian work experience
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Financial Solutions Advisor
Current
Enforcement Removal Assistant
Program Support Assistant
- Check in patients using VISTA scheduling management software Register patient exams in VISTA, which include but not limited to Pet Scans, Bone Scans, Nuclear Stress Tests, Bone Density, Renal Scans, and over 20 more
- Check out procedures using VISTA scheduling program which includes case editing exams. I enter templates in Powerscribe, which is used by the reading physicians for their findings.
- I process all incoming orders and consults and orders by finding previous exams, if any, in CPRS. Inpatient and stat orders are given priority for scheduling. Routine orders are given to the physicians for their review.
Advanced Medical Support Assistant
Solely in charge of scheduling new patients in the Neurology Outpatient clinic in accordance with policy and patient and provider availabilityAssist with Check In/Check out procedures Assist medical staff with certain aspects of patient carePlan and organize clinic schedules to meet providers and patients schedulesAssist patients with whatever needs that.
Account Representive
- Solely manage clients personal and commercial insurance accounts tailored to the client’s needs as well as my judgment of their need levels
- Offering, explaining and writing non-standard policies such as umbrella coverage, flood insurance, life insurance, disability insurance, and many others.
- Servicing policies by insuring payments have been made on time and properly, addressing any issues with policies, and documenting with great detail policy activity
- Explaining and writing life insurance policies after helping clients determine the proper amount of coverage needed using a needs analysis
Insurance Account Representative
- Solely organize personal and commercial (property and casualty) insurance portfolios specifically tailored to clients of varying needs
- Pivot account rounding by proposing life and health products, explaining the benefits of said products.
- Develop and implement sales plans and manage all phases of the sales process, from prospecting, to proposal, and follow-up support as necessary
- Generate strong sales production figures while retaining established accounts
- Explaining and writing life insurance policies after helping clients determine the proper amount of coverage needed using a needs analysis
- Contributed to the agency achievement of numerous national sales awards
Colleagues at Merrill Lynch Wealth Management
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David Airomloo
Colleague at Merrill Lynch Wealth ManagementMiami, Florida, United States, United States
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Jason Celentano
Colleague at Merrill Lynch Wealth ManagementLos Angeles, California, United States, United States
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Allyson Williams
Colleague at Merrill Lynch Wealth ManagementJacksonville, Florida, United States, United States
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Susan Smith
Colleague at Merrill Lynch Wealth ManagementHampton, Virginia, United States, United States
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Chris Russak
Colleague at Merrill Lynch Wealth ManagementPortland, Oregon, United States, United States
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Zain Irfan
Colleague at Merrill Lynch Wealth ManagementPennington, New Jersey, United States, United States
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Terri Domenico
Colleague at Merrill Lynch Wealth ManagementFreehold, New Jersey, United States, United States
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Arumeh Ellice D.
Colleague at Merrill Lynch Wealth ManagementChicago, Illinois, United States, United States
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Frank Bowie
Colleague at Merrill Lynch Wealth ManagementFort Worth, Texas, United States, United States
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Phil Appel
Colleague at Merrill Lynch Wealth ManagementBloomfield Hills, Michigan, United States, United States
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Pete Sebastian education
Frequently asked questions about Pete Sebastian
Quick answers generated from the profile data available on this page.
What company does Pete Sebastian work for?
Pete Sebastian works for Merrill Lynch Wealth Management.
What is Pete Sebastian's role at Merrill Lynch Wealth Management?
Pete Sebastian is listed as FSA - Merrill at Merrill Lynch Wealth Management.
Where is Pete Sebastian based?
Pete Sebastian is based in Detroit Metropolitan Area, United States, United States while working with Merrill Lynch Wealth Management.
What companies has Pete Sebastian worked for?
Pete Sebastian has worked for Merrill Lynch Wealth Management, Merrill Edge, U.S. Department Of Homeland Security, U.S. Department Of Veterans Affairs, and Conner Insurance Group.
Who are Pete Sebastian's colleagues at Merrill Lynch Wealth Management?
Pete Sebastian's colleagues at Merrill Lynch Wealth Management include David Airomloo, Jason Celentano, Allyson Williams, Susan Smith, and Chris Russak.
How can I contact Pete Sebastian?
You can use AeroLeads to view verified contact signals for Pete Sebastian at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Pete Sebastian attend?
Pete Sebastian holds Bachelor Of Applied Science - Basc, Finance And Financial Management Services from Purdue University Global.
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