Jeffrey Purvis II

Jeffrey Purvis II

Sales Associate

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location of Jeffrey Purvis IISewell, New Jersey, United States

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  • Timeline

  • About me

    Vice President; Supervision Manager at Bank of America Merrill Lynch

  • Education

    • Holy Family University

      2006 - 2011
      Bachelor of Arts (B.A.) History

      Activities and Societies: Holy Family Ambassador

    • Widener University

      2005 - 2006
      History

      Activities and Societies: Pi Lambda Phi

  • Experience

    • Modell's Sporting Goods

      Jun 2007 - Jun 2011
      Sales Associate
    • The School District of Philadelphia

      Aug 2010 - Dec 2010
      Student 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 2016

      Daily 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 2016
      • Telephone Member Service Representative

        Dec 2010 - Jun 2011
    • Bank of America Merrill Lynch

      Jan 2016 - now
      • Vice President; Supervision Manager

        Jun 2022 - now
      • Assistant Vice President; Supervision Principal

        Apr 2021 - Jun 2022
      • Officer; Centralized Resource Desk

        Jan 2020 - Apr 2021
      • Officer; GWIM Support

        May 2018 - Jan 2020
      • Dedicated Field Support

        Oct 2017 - May 2018
      • Virtual Client Associate

        Jan 2016 - Oct 2017
  • Licenses & Certifications

    • Secondary Education - Social Studies

      Pa. Department of Education
      Apr 2010
    • Series 10

      FINRA
      Mar 2021
    • Series 66

      FINRA (Financial Industry Regulatory Authority)
      May 2018
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Jan 2018
    • Series 9

      FINRA
      Dec 2020