Deep Enrich
Ross Adrian
Assistant Manager
381 followers
Ponte Vedra Beach, Florida, United States
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About me
Merrill Financial Solutions Advisor at Bank of America/Merrill Lynch
Education
West Virginia University
2008 - 2010Bachelor’s Degree Economics 3.4 GPAActivities and Societies: Manager of the Men's Volleyball Team
Experience
Bob Evans Farms, Inc.
Sept 2011 - Nov 2012Assistant Manager
Continental Tavern
Dec 2012 - Aug 2019General Manager
Self Employed
Feb 2014 - nowBrand and Business Development Consultant
Bank of America Merrill Lynch
Aug 2019 - nowWorking with high-net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with their goals.
Financial Solutions Advisor
May 2024 - nowInvestment & Monetary Controls/Obligations
Mar 2021 - May 2024Financial Services Representative
Aug 2019 - Mar 2021
Licenses & Certifications
Personal Investment Advisor
Merrill Lynch InternalJul 2024
Volunteer Experience
builder
Issued by Habitat for Humanity International on Jun 1998
Associated with Ross Adrian
Languages
- enEnglish
- spSpanish
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