Jessica Phillips Email and Phone Number
Jessica Phillips work email
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Jessica Phillips personal email
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Business Strategy Project Manager within the brokerage industry. Responsible for developing strategic business proposals for both digital and full service platforms.
Bank Of America Merrill Lynch
View- Website:
- bofaml.com
- Employees:
- 23988
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Division ManagerBank Of America Merrill Lynch Nov 2021 - PresentMetro Jacksonville
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Vp Customer Segment ConsultantMerrill Edge May 2018 - PresentHunt Valley, Maryland -
Vice President OperationsMerrill Edge Oct 2016 - PresentBaltimore, Maryland AreaOperations team manager for ~20 associate team specializing in ACAT, non-ACAT, DRS, and DWAC facilitation. The team also assists with the back-end application review and opening of complex self-directed account types (SEP, Inherited IRAs, Estates, Trusts, and Business accounts). Front to end process design development and implementation.
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Vice PresidentMerrill Edge Feb 2020 - Nov 2021Hunt Valley, Maryland, United States
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Assistant Vice President OperationsMerrill Edge Dec 2015 - Oct 2016Providence, Rhode Island AreaOperations team manager for two different operations teams with combined ~30 associates. Oversaw the efficient handling of all Self-Directed trade corrections; both market and non-market. Operations lead for annual branch audit. Continued management of ongoing support processes and business model evolutions.
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Assistant Vice President OperationsMerrill Edge Mar 2014 - Dec 2014Jacksonville, Florida AreaOperations team manager for ~20 associate team. Responsible for developing process changes, providing accurate reporting on team metrics, and the coaching and development of associates. Handled senior level escalation resolution to both clients and internal business partners.
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Operations Team LeadMerrill Edge Jan 2013 - Feb 2014Jacksonville, FloridaOperations team lead for ongoing account/client support team. Day to day floor manager for ~20 associate team that specialized in Power of Attorney, Trust account conversion/trustee changes, Abandoned Property, Divorce, and 529 College Savings Accounts.
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Gwim Senior Operations RepresentativeMerrill Edge Jan 2012 - Jan 2013Jacksonville, Florida AreaOperations associate responsible for internal and external business support. Specialized in Abandoned Property.
Jessica Phillips Skills
Jessica Phillips Education Details
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Florida State UniversityHistory
Frequently Asked Questions about Jessica Phillips
What company does Jessica Phillips work for?
Jessica Phillips works for Bank Of America Merrill Lynch
What is Jessica Phillips's role at the current company?
Jessica Phillips's current role is Senior Vice President; Division Manager.
What is Jessica Phillips's email address?
Jessica Phillips's email address is ja****@****ail.com
What schools did Jessica Phillips attend?
Jessica Phillips attended Florida State University.
What skills is Jessica Phillips known for?
Jessica Phillips has skills like Project Management, Capacity Planning, Employee Training, Banking, Credit, Customer Service, Equities, Finance, Financial Analysis, Financial Services, Investments, Leadership.
Who are Jessica Phillips's colleagues?
Jessica Phillips's colleagues are Eric Zhang, Struan B. Robertson, Nick Schweigert, Manisankar S, Chris Brown, Crpc, Daniel Gamboa, Michael Capuano.
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