Michael Larkin

Michael Larkin: Email & Phone Number

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

Position:

Registered Wealth Management Associate at Merrill Lynch

Location:

Rancho Santa Fe, California, United States

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Last updated: 2026-04-24
Updated: 2026-04-24

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Work Experience 11 years

Registered Wealth Management 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 10 months.

Their professional focus is Allocations, Analytical Skills, and Attention to Detail across 3 core areas.

Education

Bachelor of Science - BS at University of Redlands

Skills

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

Michael Larkin Namesakes

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Michael Larkin
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Michael Larkin
Multi Trade Manager
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