M

Merryl's
email & phone

Current Position:

Customer Success Specialist at Alto

Experience:

11 years

Location:

Roanoke, Texas, United States

How to contact Merryl

emailm****l@altoira.com
phone+1-***-***-2265
LinkedIn
GitHub
YouTube

Work Experience

Customer Success Specialist at Alto

Apr 2025 - Current

Relationship Specialist at Charles Schwab

Jan 2022 - Apr 2025

Customer Relationship Advocate at Fidelity Investments

Nov 2019 - Jan 2022

Investor Service Rep. at TD Ameritrade

Aug 2018 - May 2019

Associate Financial Service Professional at Charles Schwab at Charles Schwab

Jun 2017 - Apr 2018

Teacher Assistant at Premier Academy

Aug 2015 - May 2017

Sales Associate at dELiA*s

Nov 2014 - Jan 2015

Merryl started working in 2014, then the employee has changed 5 companies and 6 jobs. On average, Merryl works for one company for 1 year 4 months.

Education

High School at Byron Nelson High School

Current Company Information Alto

Name: Alto

Speciality: Self-Directed IRA, IRA, Personal Finance, Financial Technology, Investing, Alternative Investments, Venture Investing, Startup Investing, Crypto, Crypto IRA

Location: Nashville, Tennessee, United States

Employees: 100-200

HQ Phone: 18776731557

Email: help@altoira.com

Description: TAKE THE ALTERNATIVE ROUTE TO RETIREMENT Alto's holistic alternatives investment platform empowers individual investors to diversify their portfolios by investing in alternative a...

Frequently Asked Questions

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

Merryl's minimum period of employment in various companies is 2 months.

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

On average, Merryl works for one company for 1 year 6 months

What industries has Merryl worked in?

Merryl works in the Financial Services. Previously, Merryl worked in the Sports, and Retail.

What positions has Merryl held before?

Previously, Merryl worked as a Relationship Specialist, and Customer Relationship Advocate, and Investor Service Rep., and Associate Financial Service Professional at Charles Schwab, and Teacher Assistant.

How do I contact Merryl?

Merryl's email address is m****l@altoira.com, phone number is +1-***-***-2265. Sign up to get contact details.

Who is the Founder & CEO of the Alto?

The Founder & CEO of the Alto is Eric Satz

Who are Merryl's peers at other companies?

Merryl's peers at other companies are Eileen Curley and Jeremy Laurel and Danielle Good
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Merryl Namesakes

Name
Company
Position
M
Executive Optical, Inc.
Branch Manager
M
Telleprop CC
Head of Operations
M
TCS Contracting Services
Technical Auditor & Network Design Engineer
M
TRI-SERVICE GENERAL HOSPITAL
Clinical Research Fellow at OB/GYN Department
M
Patient Flow / After Hourse Nurse Manager
M
Senior Patient Service Associate

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