Senior Vice President | Wealth Management Advisor | Senior Portfolio Advisor@ Merrill Lynch
Bellevue, Washington, United States
Gary Wheatley
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Santa Clara University
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Tell me more about Gary Wheatley?
FlashIntel GPTGary Wheatley is a highly experienced professional with 39.8 years of work experience. He has held various senior positions at Merrill Lynch, including Wealth Management Advisor, Senior Vice President, and Senior Portfolio Advisor. He also worked at BANC OF AMERICA INVESTMENT SERVICES INC as Senior Vice President and Investments/Market Director. Gary has a strong background in finance and has worked as an Associate Vice President and Assistant Branch Manager. He has a proven track record in the financial services industry and has worked with reputable companies such as Dean Witter Reynolds (Morgan Stanley).
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About
n/a
Work Experience
Wealth Management Advisor | Senior Vice President
Senior Vice President | Wealth Management Advisor | Senior Portfolio Advisor
Financial Services
Gary Wheatley's Professional Milestones
- Senior Vice President | Wealth Management Advisor | Senior Portfolio Advisor (2004-10-01~): Maximized market share through strategic investment strategies and strategic asset allocation.
- Wealth Management Advisor | Senior Vice President (2009-10-01~): Established a strategic account allocation system, accelerating investment returns and enhancing profitability.
Education
Bachelors
1979-1983Certification
Colleagues
John "Jack" C. Davis
Owner
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Hadas Cohen
owner & designer at hadas creations
Christine Thibault
Small Business Owner
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Other Named Gary Wheatley
Frequently asked questions
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Gary Wheatley's social media include: Linkedin,
Gary Wheatley works for Merrill Lynch
Gary Wheatley's role in Merrill Lynch is Senior Vice President | Wealth Management Advisor | Senior Portfolio Advisor
Gary Wheatley works in the industry of Financial Services
Gary Wheatley's colleagues are John "Jack" C. Davis,Kirk Fleming Jr,Hadas Cohen
Gary Wheatley's latest job experience is Senior Vice President | Wealth Management Advisor | Senior Portfolio Advisor at Merrill Lynch
Gary Wheatley's latest education in Santa Clara University
