Financial Solutions Advisor
Current
Jan 2023 - Present
AeroLeads people directory · profile
Richard March Email & Phone Number
Officer, Financial Solutions Advisor at Merrill Lynch
at
Merrill Lynch
1 work email found
@umb.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Officer, Financial Solutions Advisor at Merrill Lynch
Location
Shawnee, Kansas, United States
Company size
Who is Richard March? Overview
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Quick answer
Richard March is listed as Officer, Financial Solutions Advisor at Merrill Lynch at Merrill Lynch, a company with 45157 employees, based in Shawnee, Kansas, United States. AeroLeads shows a work email signal at umb.com and a matched LinkedIn profile for Richard March.
Richard March previously worked as Financial Solutions Advisor at Merrill Lynch and Credit Solutions Advisor II (CSA II), NMLS#499597 at Bank Of America. Richard March holds Mba, Business Administration from University Of Saint Mary.
Company email context
Email format at Merrill Lynch
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{first}.{last}@umb.com
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Profile bio
About Richard March
The postings on this site are my own and do not necessarily represent Bank of America's positions, strategies or opinions.
Listed skills include Loans, Mortgage Lending, Banking, Customer Service, and 46 others.
Current workplace
Richard March's current company
Company context helps verify the profile and gives searchers a useful next step.
Merrill Lynch
13 roles
Richard March work experience
A career timeline built from the work history available for this profile.
Credit Solutions Advisor Ii (Csa Ii), Nmls#499597
Bank Of America
Apr 2019 - Apr 2023
Mortgage Banker
Mobank
Partnering with top real estate agents and loan officers; preferred lender for medical professionals. Learning your "why" and putting my expertise to work for you on your terms. My goal is to deliver a "brag worthy" experience you'll proudly share with friends and family.
Oct 2018 - Apr 2019
Vp, Producing Sales Manager
Helping clients feel more comfortable with buying or refinancing their first home, dream home, and anything in between. Partnering with top real estate agents and mortgage bankers to deliver an exceptional mortgage experience including conventional and FHA financing, jumbo and construction to permanent loans just about anywhere in the US.
Jun 2017 - Oct 2018
Mortgage Loan Officer
My greatest ability is "availability". I get the job done on your time rather than mine. I want to be your mortgage professional of choice in Olathe, Overland Park, Briarcliff, Canyon Creek, Stonebridge Trails, River Ridge, Cedar Creek, Prairie Farms and all over the Kansas City metro. Whether you're purchasing your first home or your dream home, I can.
Nov 2013 - May 2017
Mortgage Loan Originator
I promote integrity, honesty, and straight forward, candid advice offering financing for the American dream in all 50 states. Contact me today if home ownership and retiring debt free are important to you.
Apr 2013 - Nov 2013
Mortgage Loan Originator
Offering Conventional, FHA, and VA mortgage loans in all 50 states.
Nov 2012 - Apr 2013
Mortgage Loan Officer
Partnering with real estate agents to deliver the unparalleled mortgage experience in all 50 states.
Sep 2011 - Nov 2012
Banking Center Manager
Drive financial and core customer results for the Atchison locationSelected best performing large branch in the KS-OK region for 2009Second best performing large branch in KS region for 2010
Oct 2009 - Sep 2011
Product Management
Increased mortgage volume 25% at a time when peer bank programs were declining.Provided 2000+ hours of insurance and mortgage training for branch associates in 2008.Increased insurance premium 500% in two years.Maintained a 90% customer satisfaction rating.
May 2006 - Oct 2009
Product Advocate
Umb Bank, Kansas City
Provide training and field support for 140 bank branches in seven states.Manage PHH Mortgage vendor relationship.Ensure compliance with applicable state and federal laws
May 2006 - Oct 2009
Senior Rate Analyst
Armed Forces Insurance Exchange
Armed Forces Insurance Exchange, LeavenworthCompleted more than 50 rate reviews, increasing premium $1 millionEarned CPCU designation faster than anyone else in the companyLed by example to make the review process more efficient and effective
Jan 2004 - May 2006
Agent
Country Insurance & Financial Services
Earned the trust and business of 685 households.Consistently exceeded sales goals.Established the foundation for my sales career
Jan 2001 - Jan 2003
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts for 45157 employees →
EB
Edwin Bonilla
Colleague at Merrill Lynch
Washington, District Of Columbia, United States, United States
View →
CV
Christian Vail, Cfp®
Colleague at Merrill Lynch
Greater Chicago Area, United States
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EI
Evan Israel
Colleague at Merrill Lynch
Washington Crossing, Pennsylvania, United States, United States
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GW
Gurjit Wadhera
Colleague at Merrill Lynch
London, England, United Kingdom, United Kingdom
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DR
Donna Reed
Colleague at Merrill Lynch
Camp Hill, Pennsylvania, United States, United States
View →
KW
Kira Williams
Colleague at Merrill Lynch
Miami, Florida, United States, United States
View →
MH
Marie Hamil
Colleague at Merrill Lynch
White Plains, Maryland, United States, United States
View →
CD
Chad David
Colleague at Merrill Lynch
Baton Rouge, Louisiana, United States, United States
View →
JW
John Wright
Colleague at Merrill Lynch
Poway, California, United States, United States
View →
TB
Tricia Burkett
Colleague at Merrill Lynch
New Orleans, Louisiana, United States, United States
View →
Edwin Bonilla
Colleague at Merrill Lynch
Washington, District Of Columbia, United States, United States
View →
CV
Christian Vail, Cfp®
Colleague at Merrill Lynch
Greater Chicago Area, United States
View →
EI
Evan Israel
Colleague at Merrill Lynch
Washington Crossing, Pennsylvania, United States, United States
View →
GW
Gurjit Wadhera
Colleague at Merrill Lynch
London, England, United Kingdom, United Kingdom
View →
DR
Donna Reed
Colleague at Merrill Lynch
Camp Hill, Pennsylvania, United States, United States
View →
KW
Kira Williams
Colleague at Merrill Lynch
Miami, Florida, United States, United States
View →
MH
Marie Hamil
Colleague at Merrill Lynch
White Plains, Maryland, United States, United States
View →
CD
Chad David
Colleague at Merrill Lynch
Baton Rouge, Louisiana, United States, United States
View →
JW
John Wright
Colleague at Merrill Lynch
Poway, California, United States, United States
View →
TB
Tricia Burkett
Colleague at Merrill Lynch
New Orleans, Louisiana, United States, United States
View →
2 education records
Richard March education
Mba, Business Administration
B.A, Economics
FAQ
Frequently asked questions about Richard March
Quick answers generated from the profile data available on this page.
What company does Richard March work for?
Richard March works for Merrill Lynch.
What is Richard March's role at Merrill Lynch?
Richard March is listed as Officer, Financial Solutions Advisor at Merrill Lynch at Merrill Lynch.
What is Richard March's email address?
AeroLeads has found 1 work email signal at @umb.com for Richard March at Merrill Lynch.
Where is Richard March based?
Richard March is based in Shawnee, Kansas, United States while working with Merrill Lynch.
What companies has Richard March worked for?
Richard March has worked for Merrill Lynch, Bank Of America, Mobank, Bmo Harris Bank, and U.S. Bank.
Who are Richard March's colleagues at Merrill Lynch?
Richard March's colleagues at Merrill Lynch include Edwin Bonilla, Christian Vail, Cfp®, Evan Israel, Gurjit Wadhera, and Donna Reed.
How can I contact Richard March?
You can use AeroLeads to view verified contact signals for Richard March at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Richard March attend?
Richard March holds Mba, Business Administration from University Of Saint Mary.
What skills is Richard March known for?
Richard March is listed with skills including Loans, Mortgage Lending, Banking, Customer Service, Credit, Finance, Fha, and Insurance.
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