Deep Enrich
Cesar Rodriguez
Quality Development Analyst
193 followers
Jacksonville, Florida, United States
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About me
GWIM Registered Operations Team Manager at Bank of America Merrill Lynch
Education
University of North Florida
2015 - 2017Bachelor of Business Administration - BBA Finance, General
Florida State College at Jacksonville
2012 - 2015Associate of Arts - AA
Experience
Select Portfolio Servicing
Jan 2013 - May 2018Quality Development Analyst
Hilton Grand Vacations
May 2018 - Feb 2019Sales Executive
Bank of America Merrill Lynch
Feb 2019 - nowEducated plan participants in company sponsored retirement plans on plan rules and options. Assisted in processing financial transactions.
GWIM Registered Operations Team Manager
Feb 2022 - nowOfficer; GWIM Ops Team Lead
May 2020 - Feb 2022Senior Registered Phone Representative
Feb 2019 - May 2020
Licenses & Certifications
Series 24
FINRASeries 9
FINRASeries 66
FINRASeries 7
FINRASeries 63
FINRASeries 10
FINRA
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