
Jeffrey Purvis II
Sales Associate

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About me
Vice President; Supervision Manager at Bank of America Merrill Lynch
Education

Holy Family University
2006 - 2011Bachelor of Arts (B.A.) HistoryActivities and Societies: Holy Family Ambassador

Widener University
2005 - 2006HistoryActivities and Societies: Pi Lambda Phi
Experience

Modell's Sporting Goods
Jun 2007 - Jun 2011Sales Associate
The School District of Philadelphia
Aug 2010 - Dec 2010Student Teacher-Instructed students in grades 10, 11, and 12 in the subjects of Social Studies - specifically American History - and Sociology.-Helped implement Achieve3000 software with teachers throughout school.-Collaborated with host teacher and other teachers within department to develop lessons.

Police and Fire Federal Credit Union
Dec 2010 - Jan 2016Daily duties include: handling daily banking transactions, process loan applications, open new member accounts.Other duties include or have included: providing one-on-one training for new hires in branch, provide one-on-one training for co-workers for core system conversion during the conversion process. Answering Member phone calls and assisting with inquiries, transactions, loan applications, and account opening.
Member Service/Sales Representative
Jun 2011 - Jan 2016Telephone Member Service Representative
Dec 2010 - Jun 2011

Bank of America Merrill Lynch
Jan 2016 - nowVice President; Supervision Manager
Jun 2022 - nowAssistant Vice President; Supervision Principal
Apr 2021 - Jun 2022Officer; Centralized Resource Desk
Jan 2020 - Apr 2021Officer; GWIM Support
May 2018 - Jan 2020Dedicated Field Support
Oct 2017 - May 2018Virtual Client Associate
Jan 2016 - Oct 2017
Licenses & Certifications

Secondary Education - Social Studies
Pa. Department of EducationApr 2010
Series 10
FINRAMar 2021.webp)
Series 66
FINRA (Financial Industry Regulatory Authority)May 2018.webp)
Series 7
FINRA (Financial Industry Regulatory Authority)Jan 2018
Series 9
FINRADec 2020
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