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 11 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

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

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Michael Larkin
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