Robert Klingerman
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Robert Klingerman Email & Phone Number

Merrill Lynch Wealth Management, GWIM Senior Operations Analyst, Compliance Officer at Bank of America Merrill Lynch
Location: Greenville, North Carolina, United States 7 work roles 3 schools
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Role
Merrill Lynch Wealth Management, GWIM Senior Operations Analyst, Compliance Officer
Location
Greenville, North Carolina, United States
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Who is Robert Klingerman? Overview

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Robert Klingerman is listed as Merrill Lynch Wealth Management, GWIM Senior Operations Analyst, Compliance Officer at Bank of America Merrill Lynch, a company with 23988 employees, based in Greenville, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Robert Klingerman.

Robert Klingerman previously worked as Senior Operations Analyst, Officer at Bank Of America Merrill Lynch and GWIM Senior Operations Representative at Bank Of America Merrill Lynch. Robert Klingerman holds Minor, Small Business Management And Entrepreneurship from Pennsylvania College Of Technology.

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Bank of America Merrill Lynch

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About Robert Klingerman

Accomplished Brokerage & Retail accounts and Compliance officer with extensive industry experience with a strong focus on risk management, with ownership and accountability for compliance and control reports. Strong emphasis on process management and continuous improvement with background in analyzing client data and account maintenance. Proven track record working both independently and collaboratively with team members to achieve goals. Quick learner with a passion for development and delivery of training material to enable continued growth. Hard-working, results orientated individual serving both the company and clients need.

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Bank of America Merrill Lynch
Bank Of America Merrill Lynch
Merrill Lynch Wealth Management, GWIM Senior Operations Analyst, Compliance Officer
charlotte, north carolina, united states
Website
Employees
23988
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7 roles

Robert Klingerman work experience

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Senior Operations Analyst, Officer

Current

Tampa, Florida, United States

Specialty Services owner and processor at the company, accountable for overall review and compliance of approximately 5,000 documents and bank accounts each month. Monitoring daily operations for compliance with Bank of America policies and procedures. Prepare detailed reports on operational performance and present findings to senior management. Analyze.

Jan 2022 - Present

Gwim Senior Operations Representative

Pennington, New Jersey, United States

Specialty Services processor at the company, accountable for review and compliance of approximately 5,000 documents and bank accounts each month. Work directly with business development teams and to develop strategies for improving customer satisfaction and analyzing data to identify areas for improvement. Ownership and accountability for compliance and.

Aug 2019 - Jan 2022

Customer Service Representative

Pennington, New Jersey, United States

IJCT (Individual, Joint, Custodial, and Trust & Specialty Services processor at the company, accountable for review and compliance of approximately 2,500 phone calls, documents and bank accounts each month. Provided exceptional customer service to branch office partners regarding client brokerage accounts. Provided tutorial support with clear, complete and.

Sep 2017 - Aug 2019

Aquatics Supervisor

Newtown, Pennsylvania, United States

Aquatic Supervisor and Swim Coach at the company, accountable for lifeguard safety trainings, facility maintenance operations, daily practices and swim meets. Develop a clear understanding of proper stroke technique, training and racing strategies through collaboration with the swimmers and coaching staff. Execute daily practices in accordance with the.

Sep 2017 - Sep 2020

Studio Associate Ii

Horsham, Pennsylvania, United States

Architectural Designer at the company, responsible for working on multiple projects (luxury residential single-family homes) and preparing construction drawings for clients. Managed multiple project teams assisted with design team in creation/evaluation of design initiatives. Responsible for meeting projects deadlines, budget and quality projects include.

Jul 2016 - Jul 2017

Architectural Designer

Gensis Engineers Inc.

Plymouth Meeting, Pennsylvania, United States

Drawing, detailing, and rendering in all job phases including commercial building, site analysis, energy codes, and sustainable design.

Jun 2016 - Aug 2016

Aquatics Supervisor

Langhorne, Pennsylvania, United States

Aquatic Supervisor and Team Lead at the company, accountable for lifeguard safety trainings, facility maintenance operations, attractions and rides, safety checks and documentation. In charge of guest and employee safety and satisfaction, teamwork and time management skills, lifeguard certified in CPR & AED, overview of the organization and park.

May 2005 - May 2014
Team & coworkers

Colleagues at Bank of America Merrill Lynch

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3 education records

Robert Klingerman education

FAQ

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What company does Robert Klingerman work for?

Robert Klingerman works for Bank of America Merrill Lynch.

What is Robert Klingerman's role at Bank of America Merrill Lynch?

Robert Klingerman is listed as Merrill Lynch Wealth Management, GWIM Senior Operations Analyst, Compliance Officer at Bank of America Merrill Lynch.

Where is Robert Klingerman based?

Robert Klingerman is based in Greenville, North Carolina, United States while working with Bank of America Merrill Lynch.

What companies has Robert Klingerman worked for?

Robert Klingerman has worked for Bank Of America Merrill Lynch, Newtown Athletic Club, Toll Brothers, Gensis Engineers Inc., and Seaworld Parks & Entertainment.

Who are Robert Klingerman's colleagues at Bank of America Merrill Lynch?

Robert Klingerman's colleagues at Bank of America Merrill Lynch include Shital Patel, Craig Gibian, Shiva Civirala, Rob Clowers, and Jacyn Ho.

How can I contact Robert Klingerman?

You can use AeroLeads to view verified contact signals for Robert Klingerman at Bank of America Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did Robert Klingerman attend?

Robert Klingerman holds Minor, Small Business Management And Entrepreneurship from Pennsylvania College Of Technology.

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