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Susan Ellbeg Email & Phone Number

Administrative Manager at Merrill Edge
Location: Grafton, Massachusetts, United States 8 work roles 1 school
1 work email found @merrilledge.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@merrilledge.com
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Current company
Merrill Edge
Role
Administrative Manager
Location
Grafton, Massachusetts, United States
Company size
2267 employees

Who is Susan Ellbeg? Overview

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Quick answer

Susan Ellbeg is listed as Administrative Manager at Merrill Edge, a company with 2267 employees, based in Grafton, Massachusetts, United States. AeroLeads shows a work email signal at merrilledge.com and a matched LinkedIn profile for Susan Ellbeg.

Susan Ellbeg previously worked as Aerobics Instructor at Whitin Community Center and member at Fisherville And Farnumsville Streetscape Committee. Susan Ellbeg holds Ba from Assumption University.

Company email context

Email format at Merrill Edge

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{first}.{last}@merrilledge.com
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Profile bio

About Susan Ellbeg

Experienced Operations and Compliance manager I handle supervision and control for Financial Solutions Advisors.I hold the following securities sales and supervisory licenses: Series 7, 9, 10, 24, 66 and 53. Also Massachusetts Life, Health & Disability Insurance licenses. I ensure the OSJ procedures are aligned with current policies and procedures in order to protect the firm and serve our clients.Specialties: Exposure control, wealth management tools, problem resolution, staff development, supervision and approval managed products, mutual funds and structured products, registration, client complaints and litigation, seminar approvals and tracking, account distribution,

Listed skills include Series 7, Mutual Funds, Investments, Securities, and 11 others.

Current workplace

Susan Ellbeg's current company

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Merrill Edge
Merrill Edge
Administrative Manager
Website
merrilledge.com
Employees
2267
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Company profile
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8 roles · 40 years

Susan Ellbeg work experience

A career timeline built from the work history available for this profile.

Administrative Manager

Current
Merrill Edge

Greater Boston Area

Oct 2011 - Present

Aerobics Instructor

Whitin Community Center
2003 - 2015 ~12 yrs

Member

Fisherville And Farnumsville Streetscape Committee
Apr 2009 - Oct 2013

Vp, Branch Operating Manager

Merrill Lynch, Pierce, Fenner & Smith, Inc

Worcester, MA

As BOM I am responsible for a wide array of managerial and supervisory responsibilities within my OSJ. I ensure the OSJ branch procedures are aligned with current policies and procedures. As Operations and Compliance manager I supervise nineteen Financial Advisors and 6 support staff. I hold the following securities sales and supervisory licenses: Series.

Jan 2009 - Dec 2010

Vp, Administrative Manager

Banc Of America Investments

Responsible for branch supervisory reports covering annuity trends, large debits and direct account supervision of trading. I handle client complaints, review and approval of new accounts, annuities and insurance products. Primary goal is to receive a Satisfactory rating in the annual branch compliance examination.

Jul 2006 - Jan 2009

Investment Center Sales And Support Group

Quick And Reilly / Banc Of America Investment Service, Inc.

Member of the Broker Solutions Group, supporting FAs and SAs with questions regarding account opening, maintenance, trading, systems and any other issues that would affect their business. We also handled escalated issues internally and directly with our clearing agent (NFS). Selected as part of a new team which aligned with newly hired advisors and worked.

Nov 2005 - Jun 2006

Financial Services Professional

Fleet Bank
Jan 1995 - May 2000

Assistant Branch Manager

Bankboston Previously Mechanics Bank
1986 - 1994 ~8 yrs
Team & coworkers

Colleagues at Merrill Edge

Other employees you can reach at merrilledge.com. View company contacts for 2267 employees →

DP Darnell Pierce Darnell Pierce Colleague at Merrill Edge Newark, Delaware, United States, United States View → CB Clifford Ball Clifford Ball Colleague at Merrill Edge Metro Jacksonville, United States View → NK Nicholas King Nicholas King Colleague at Merrill Edge Phoenix, Arizona, United States, United States View → WR Willie Reyes, Crpc™, Awma™, Aams™ Willie Reyes, Crpc™, Awma™, Aams™ Colleague at Merrill Edge Los Angeles, California, United States, United States View → JH Jeff Hornberger Jeff Hornberger Colleague at Merrill Edge Flemington, New Jersey, United States, United States View → RA Rod Ammons Rod Ammons Colleague at Merrill Edge Newport Beach, California, United States, United States View → RS Rachel Schmiege Rachel Schmiege Colleague at Merrill Edge Pennington, New Jersey, United States, United States View → JB John Brzozowski John Brzozowski Colleague at Merrill Edge Englishtown, New Jersey, United States, United States View → AR Anne Rossi, Crpc® Anne Rossi, Crpc® Colleague at Merrill Edge Greater Chicago Area, United States View → SN Scott Newberger Scott Newberger Colleague at Merrill Edge Gilbert, Arizona, United States, United States View →
1 education record

Susan Ellbeg education

FAQ

Frequently asked questions about Susan Ellbeg

Quick answers generated from the profile data available on this page.

What company does Susan Ellbeg work for?

Susan Ellbeg works for Merrill Edge.

What is Susan Ellbeg's role at Merrill Edge?

Susan Ellbeg is listed as Administrative Manager at Merrill Edge.

What is Susan Ellbeg's email address?

AeroLeads has found 1 work email signal at @merrilledge.com for Susan Ellbeg at Merrill Edge.

Where is Susan Ellbeg based?

Susan Ellbeg is based in Grafton, Massachusetts, United States while working with Merrill Edge.

What companies has Susan Ellbeg worked for?

Susan Ellbeg has worked for Merrill Edge, Whitin Community Center, Fisherville And Farnumsville Streetscape Committee, Merrill Lynch, Pierce, Fenner & Smith, Inc, and Banc Of America Investments.

Who are Susan Ellbeg's colleagues at Merrill Edge?

Susan Ellbeg's colleagues at Merrill Edge include Darnell Pierce, Clifford Ball, Nicholas King, Willie Reyes, Crpc™, Awma™, Aams™, and Jeff Hornberger.

How can I contact Susan Ellbeg?

You can use AeroLeads to view verified contact signals for Susan Ellbeg at Merrill Edge, including work email, phone, and LinkedIn data when available.

What schools did Susan Ellbeg attend?

Susan Ellbeg holds Ba from Assumption University.

What skills is Susan Ellbeg known for?

Susan Ellbeg is listed with skills including Series 7, Mutual Funds, Investments, Securities, Banking, Insurance, Financial Advisory, and Risk Management.

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