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Michael Larkin's email & phone

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Registered Wealth Management Client Associate at Merrill Lynch|Rancho Santa Fe, California, United States

Position:

Registered Wealth Management Client Associate at Merrill Lynch

Location:

Rancho Santa Fe, California, United States

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Last updated: 2025-12-31
Updated: 2025-12-31

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Work Experience 11 years

Registered Wealth Management Client Associate at Merrill Lynch

Sep 2021 - Current

GWIM Operations Representative at Merrill Lynch

Jun 2019 - Sep 2021

Client Service Representative at Bank of America

May 2018 - Jun 2019

Management Assistant at Keystone Pacific Property Management

Mar 2015 - May 2018

Michael Larkin started working in 2015, then the employee has changed 2 companies and 3 jobs. On average, Michael Larkin works for one company for 2 years 9 months.

Education

Bachelor of Science - BS at University of Redlands

Skills

Business Relationship Management, Oral Communication, Problem Solving, Financial Risk Management, Budgeting, Written Communication, Customer Experience, Leadership, Compliance Management, Client Relations, Time Management, Interpersonal Skills, Data Analytics, Budgeting & Forecasting, Presentation Skills, Multitasking, Financial Planning, Customer-Focused Selling, Investment Strategies, Analytical Skills, Financial Analysis, Customer-Focused Service, Business Analysis, Banking, Sales, Customer Service Management, Customer Analysis, Relationship Building, Estate Planning, Marketing, Client Services, Financial Concepts, Thinking Skills, Series 7, Report Preparation, Management, Presentations, Financial Advisory, Financial Coaching, Series 66, Client Liaison, Venture Capital, Microsoft Outlook, Attention to Detail, Creative Problem Solving, Allocations, Corporate Finance, Operations Management, Microsoft PowerPoint, Lead Generation, Leadership Development, Microsoft Excel, Uniform Combined State Law, Customer Acquisition, Customer Engagement, Teamwork, Project Management, Market Knowledge, Series 6, Risk Management Framework (RMF), Wealth Management Services, Business Units, Customer Service, Private Equity, Economics, Resource Planning, Communication, Critical Thinking, Investment Banking, Trade Execution, Liquidity Management

Frequently Asked Questions

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

Michael Larkin's minimum period of employment in various companies is 1 year 1 month.

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

On average, Michael Larkin works for one company for 2 years 2 months

What industries has Michael Larkin worked in?

Michael Larkin works in the Financial Services. Previously, Michael Larkin worked in the Banking, and Real Estate.

What positions has Michael Larkin held before?

Previously, Michael Larkin worked as a GWIM Operations Representative, and Client Service Representative, and Management Assistant.

How do I contact Michael Larkin?

Michael Larkin's phone number is +1-***-***-0216. Sign up to get contact details.

Who is the Managing Director of the Merrill Lynch?

The Managing Director of the Merrill Lynch is Andy Sieg

Who are Michael Larkin's peers at other companies?

Michael Larkin's peers at other companies are Jacalyn Guo and Tina Barnes and John Tovar

Michael Larkin Namesakes

Name
Company
Position
IBM RedbooksM
IBM Redbooks
Sr. Process Operator

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