Samuel Bradley

Samuel Bradley Email and Phone Number

Assistant Vice President - Merrill Financial Solutions Advisor @ Bank of America Merrill Lynch
charlotte, north carolina, united states
Samuel Bradley's Location
San Diego, California, United States, United States
About Samuel Bradley

Samuel Bradley is a Assistant Vice President - Merrill Financial Solutions Advisor at Bank of America Merrill Lynch.

Samuel Bradley's Current Company Details
Bank of America Merrill Lynch

Bank Of America Merrill Lynch

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Assistant Vice President - Merrill Financial Solutions Advisor
charlotte, north carolina, united states
Website:
bofaml.com
Employees:
23988
Samuel Bradley Work Experience Details
  • Bank Of America Merrill Lynch
    Adp - Assistant Vice President, Merrill Financial Solutions Advisor
    Bank Of America Merrill Lynch Jul 2021 - Present
    Charlotte, North Carolina, United States
    • Developed excellent client-facing and phone communication skills, working with a wide range of consumers across multiple client segments • Expanded Financial Center partnerships by holding weekly leadership/educational meetings with other lines of business to better drive referral production• Efficiently navigated changing staff and health landscape to drive over $1,500,000 worth of net new business as a Financial Solutions Advisor • Generated process to better track pipeline management and simplify client experience by setting proper expectations
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  • Bank Of America Merrill Lynch
    Adp - Summer Analyst
    Bank Of America Merrill Lynch May 2020 - Aug 2020
    Charlotte, North Carolina, United States
    • Completed strategic projects detailing in collaboration, research, and data analytics• Trained by the award-winning Merrill Academy in how to implement the True Advisor Excellence framework to deliver for clients’ financial needs and priorities
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  • Ubs
    Spf Wealth Management Associate
    Ubs Jun 2018 - Apr 2020
    Jacksonville, Florida, United States
    • Synthesized financial information into holistic reviews to be administered by Senior Financial Advisors during client meetings• Planned targeted outreach events and created marketing material for prospective clients resulting in the establishment of new business relationships
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Samuel Bradley Education Details

Frequently Asked Questions about Samuel Bradley

What company does Samuel Bradley work for?

Samuel Bradley works for Bank Of America Merrill Lynch

What is Samuel Bradley's role at the current company?

Samuel Bradley's current role is Assistant Vice President - Merrill Financial Solutions Advisor.

What schools did Samuel Bradley attend?

Samuel Bradley attended University Of Florida.

Who are Samuel Bradley's colleagues?

Samuel Bradley's colleagues are Mathieu Michelland, Bob Olberding, Adrian Ho, Ryann Hollasch, Mohamad-Wisam Sbai, Raju Kumar, Erica Estep.

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