Job Title: Vice President, Senior Financial Advisor, Portfolio Manager
Company: Merrill Lynch
Industry: Financial Services/Private Wealth Management
Mentor Since: Fall 2017
Will Mentor: Undergrad Students
Provide comprehensive wealth planning and investment management services to private families and institutional investors, including advice & guidance on financial decisions, retirement and cash flow planning, investment and portfolio management, education planning, trust and estate planning, and credit and lending.
Merrill Lynch is one of the world’s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. With over 14,000 Financial Advisors and $2.2 trillion in assets under management, it is also one of the world's largest wealth managers, providing individual and institutional investors a full range of financial planning, investment and trading, trust and estate structuring, and credit and lending resources. The firm's Global Research division has been ranked number one in the world for the past six years in a row by Institutional Investor, and it's Global Wealth Management division has maintained the number one position in the both Top 1,200 Financial Advisors and Top 100 Female Financial Advisors by Barron's for the seventh consecutive year.
Seattle University School of Law
BA, International Business - Seattle University
The Culver Academies
Mentoring Objectives & Scope
Students in the program can expect open and frank dialogue about topics relevant to their stage in life, along with any helpful information about my own experiences, my company, and my work. I always strive to listen to students’ concerns about entering the workforce, and help focus their interests to align job search efforts with their academic trajectory and passions. Informal discussions oriented to questions on students’ minds allows for a relaxed but productive experience.
When and where do you hold meetings with your students?
Merrill Lynch’s offices downtown towards the end of the business day.