Steve Sutton

Steve Sutton Email and Phone Number

VP - Senior Equity Product Manager at Bank of America Merrill Lynch @ Bank of America Merrill Lynch
charlotte, north carolina, united states
Steve Sutton's Location
Denver Metropolitan Area, United States
Steve Sutton's Contact Details

Steve Sutton personal email

About Steve Sutton

Experienced financial services professional with a focus on relationship building, organization, teamwork, and creative thinking. Broad knowledge of Equity Awards, Stock Plan design, ESPP Plans, and Retirement Plans. Excellent facilitator of training both internal and external. CEP Level 1

Steve Sutton's Current Company Details
Bank of America Merrill Lynch

Bank Of America Merrill Lynch

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VP - Senior Equity Product Manager at Bank of America Merrill Lynch
charlotte, north carolina, united states
Website:
bofaml.com
Employees:
23988
Steve Sutton Work Experience Details
  • Bank Of America Merrill Lynch
    Vp - Senior Equity Product Manager At Bank Of America Merrill Lynch
    Bank Of America Merrill Lynch May 2022 - Present
    United States
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  • Bank Of America Merrill Lynch
    Vp - Senior Conversion Manager
    Bank Of America Merrill Lynch Jun 2020 - May 2022
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  • Bank Of America Merrill Lynch
    Vp - Client Service Manager
    Bank Of America Merrill Lynch Feb 2019 - Jun 2020
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  • Bank Of America Merrill Lynch
    Vp - Conversion Manager
    Bank Of America Merrill Lynch Jul 2015 - Feb 2019
    Greater Denver Area
    Manage a project team charged with implementing new equity plan business (Stock Options, Restricted Stock, ESPP, etc.) onto the Bank of America Merrill Lynch platformAssist with corporate actions projects including mergers and spin-offsEnsure that new equity plans are converted efficiently and accurately, setting the pace for a positive business partnership with our corporate clients and their plan participants
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  • Merrill Lynch
    Avp - Client Service Manager
    Merrill Lynch Oct 2008 - Jul 2015
    Jacksonville, Florida Area
    Managed equity/stock option plans for approximately twenty companies, some of whom are in the Fortune 500Assisted with the administration of Stock Options, Restricted Stock, Performance Awards, SARs, and other various award typesFostered a strong working relationship with clients, Merrill Lynch Financial Advisors, and various support teamsStrengths included award payout planning, timely response to client needs, and small project management
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  • Phh Mortgage
    Loan Originator
    Phh Mortgage Aug 2003 - Oct 2008
    Jacksonville, Florida Area
    Originated construction-to-permanent loans for various private label firms. Originated and processed Home Equity Lines of Credit from application to closing.
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  • Merrill Lynch
    529 Plan Analyst
    Merrill Lynch Feb 2003 - Aug 2003
    Jacksonville, Florida Area
    Assisted Financial Advisors and clients with transactions relating to 529 College Plans administered by Merrill Lynch.
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  • Merrill Lynch
    Participant Services Representative
    Merrill Lynch May 2000 - Feb 2003
    Jacksonville, Florida Area
    Customer service for 401k and Stock Option Plans in a fast-paced call center environment
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Steve Sutton Skills

Building Relationships Microsoft Office Training Priority Management Organization Relationship Management 401k Customer Service Project Management

Steve Sutton Education Details

Frequently Asked Questions about Steve Sutton

What company does Steve Sutton work for?

Steve Sutton works for Bank Of America Merrill Lynch

What is Steve Sutton's role at the current company?

Steve Sutton's current role is VP - Senior Equity Product Manager at Bank of America Merrill Lynch.

What is Steve Sutton's email address?

Steve Sutton's email address is st****@****ail.com

What schools did Steve Sutton attend?

Steve Sutton attended Stetson University.

What skills is Steve Sutton known for?

Steve Sutton has skills like Building Relationships, Microsoft Office, Training, Priority Management, Organization, Relationship Management, 401k, Customer Service, Project Management.

Who are Steve Sutton's colleagues?

Steve Sutton's colleagues are Billy Young, Natalie Bott, Angad Sood, Sandra Speiar, Yasin Patel, Alvaro Fraguas, Arttu Ulmanen.

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