Jeffrey Wilson's
email & phone

Current Position:

Premium Elite Plus Relationship Manager-Super Affluent 10 million plus clients at Bank of America Merrill Lynch

Experience:

32 years

Location:

Jacksonville, Florida, United States

How to contact Jeffrey Wilson

j************n@bofaml.com

+1-323-***-**23

Work Experience

Premium Elite Plus Relationship Manager-Super Affluent 10 million plus clients at Bank of America Merrill Lynch

Nov 2021 - Current

Premium Elite PLUS Relationship Manager, Vice President at Merrill Lynch

Aug 2016 - Current

Financial Solutions Advisor-Small Business at Merrill Lynch

Apr 2015 - Apr 2016

Financial Solutions Advisor at Merrill Lynch

Apr 2011 - Mar 2015

Registered Representative at Michigan Securities, Inc.

Feb 2008 - Sep 2009

Registered Representative/Financial Advisor at Quest Capital Strategies, Inc.

Oct 2003 - Feb 2006

Registered Representative at Olde Discount Corpoartion

Jan 1997 - Jan 2001

Accountant at Wolverine Products, Inc.

Jan 1993 - Jun 1997

Jeffrey Wilson started working in 1993, then the employee has changed 5 companies and 6 jobs. On average, Jeffrey Wilson works for one company for 3 years 10 months.

Education

Passed Level I of the CFA Program, CFA Institute, 2012.

Certificate at Oakland University

BSBA at Central Michigan University

Frequently Asked Questions

What is Jeffrey Wilson's minimum period of employment in the companies?

Jeffrey Wilson's minimum period of employment in various companies is 1 year.

What is Jeffrey Wilson's average duration of employment for different companies?

On average, Jeffrey Wilson works for one company for 2 years 11 months

What industries has Jeffrey Wilson worked in?

Jeffrey Wilson works in the Financial Services.

What positions has Jeffrey Wilson held before?

Previously, Jeffrey Wilson worked as a Premium Elite PLUS Relationship Manager, Vice President, and Financial Solutions Advisor-Small Business, and Financial Solutions Advisor, and Registered Representative, and Registered Representative/Financial Advisor.

How do I contact Jeffrey Wilson?

Jeffrey Wilson's email address is j************n@bofaml.com, phone number is +1-323-***-**23. Sign up to get contact details.

Who is the President/CEO/Director of the Bank of America Merrill Lynch?

The President/CEO/Director of the Bank of America Merrill Lynch is Dan Silva

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Jeffrey Wilson Namesakes

Name

Company

Position

Jeffrey Wilson

Ricardo

Principal Consultant Rail & Team Lead

Jeffrey Wilson's email & phone