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Brendan Duffy, CIMA®

Brendan Duffy, CIMA®

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location of Brendan Duffy, CIMA®Stamford, Connecticut, United States

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  • Timeline

  • About me

    Director, Portfolio Strategist at Merrill Lynch

  • Education

    • Lafayette College

      1996 - 2000
      Bachelor of Science International Affairs

  • Experience

    • Merrill Lynch

      Dec 2002 - now

      • Portfolio Strategist

        Jul 2018 - now

      • Wealth Management Specialist

        Feb 2008 - Jul 2018

      • Internal Wealth Management Specialist

        Aug 2006 - Feb 2008

      • Retirement Education Specialist

        Jun 2004 - Aug 2006

      • Plan Participant Services Representative

        Dec 2002 - Jun 2004

  • Licenses & Certifications

    • Chartered Retirement Planning Counselor

      College for Financial Planning

    • Series 7, Series 66

      FINRA
      Jan 2001

    • Certified Investment Management Analyst (CIMA)

      Investments & Wealth Institute
      Nov 2017
      View certificate certificate

    • Series 24

      FINRA
      Dec 2021