Vice President@ Merrill Lynch
New York, New York, United States
Gene Werner
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Pace University
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FlashIntel GPTGene Werner is an experienced Relationship Manager with 28.4 years of work experience. He specializes in series 7, defined contribution, financial services, management, and 401k. Based in the United States, Gene provides consultative approaches to corporate plan sponsors on their defined contribution, non-qualified, defined benefit, and equity plans. He builds strong interpersonal relationships with senior executives, leading to long-term business relationships. Gene holds FINRA 7 & 66 licenses and an MBA in Finance. He has worked at Merrill Lynch and Bank of America Merrill Lynch, gaining expertise in mergers & acquisitions and employee integration.
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Experienced Relationship Manager who provides a consultative approach to corporate plan sponsors on their defined contribution, non-qualified, defined benefit, and equity plans. Builds strong interpersonal relationships with key senior executives that has lead to many long term business relationships. Particular expertise has been gained is assisting plan sponsors on mergers & acquisitions and the integration of their employees into benefits plans. Possess FINRA 7 & 66 licenses and MBA in Finance.
...See MoreWork Experience
Vice President
Relationship Manager
Financial Services
Gene Werner's Professional Milestones
- Relationship Manager (1995-06-01~): Building strong partnerships with key stakeholders to drive business growth and enhance brand reputation.
- Vice President, Senior Relationship Manager (1995-06-01~): Building strong client relationships through strategic partnerships and effective team management.
Education
Finance,
Master Of Business Administration,
Masters
Skill
Series 7
Defined Contribution
Financial Services
Management
401k
Fixed Income
Investments
Asset Allocation
Defined Benefit
Employee Benefits
Finra
Portfolio Management
Wealth Management
Equities
401 Retirement Savings Plans
Mergers
Certification
Colleagues
Alok Tandon
Product Owner | Technical Business Analyst | Technical Project Manager | Certified Safe5 | Product Manager
Nick DiGiaimo
Owner
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Christine Thibault
Small Business Owner
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Other Named Gene Werner
Frequently asked questions
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Gene Werner's social media include: Linkedin,
Gene Werner works for Merrill Lynch
Gene Werner's role in Merrill Lynch is Vice President
Gene Werner works in the industry of Financial Services
Gene Werner's colleagues are Alok Tandon,Nick DiGiaimo,Kirk Fleming Jr
Gene Werner's latest job experience is Vice President at Merrill Lynch
Gene Werner's latest education in Pace University
