empowering manager | diverse team builder | talent pipeline recruiter | strategic thinker | complex issue troubleshooter@ FactSet
Atlanta, Georgia, United States
Halen Fairweather
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California Lutheran University
Real-Time AI Research
FlashIntel GPT
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FlashIntel GPTHalen Fairweather is a highly experienced professional with 16.1 years of work experience in various roles at Merrill Lynch. He has expertise in series 7, mutual funds, investments, wealth management, and retirement planning. Based in the United States, Halen is currently the manager of a team of Digital Specialists, where he assists Merrill Lynch associates in implementing the full breadth of their digital capabilities. He is dedicated to sharing best practices that streamline workflows and demonstrate to prospective and existing clients that Merrill Lynch is dedicated to making their financial lives easier.
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About
As manager of a team of Digital Specialists, it is our responsibility to assist Merrill Lynch associates in both education and adoption of the full breadth of Merrill Lynch's digital capabilities. In doing so, we hope to share best practices that will streamline workflows to better build capacity, as well as demonstrate to both prospective and existing clients that Merrill Lynch is devoted to making their financial lives easier.
Work Experience
empowering manager | diverse team builder | talent pipeline recruiter | strategic thinker | complex issue troubleshooter
Senior Manager, Digital Specialist Team
Financial Services
Halen Fairweather's Professional Milestones
- Client Relationship Manager | Vice President (2007-10-01~2018-08-01): Building strong relationships with clients, driving revenue growth and exceeding their expectations.
- Senior Manager, Digital Specialist Team (2018-08-01~2022-10-01): Implemented cutting-edge digital strategies to enhance team collaboration and streamline digital operations.
Education
Business Management
Skill
Series 7
Mutual Funds
Investments
Wealth Management
Retirement Planning
Financial Planning
Investment Advisory
Retirement
Financial Services
Series 63
Uniform Combined State Law
Finra
Wealth Management Services
Certification
Colleagues
Leisa Canlas
senior business analyst product owner at factset
Hailey Holmes
Owner of The Gold Star Collection | FactSetter
Guru Venkatesh
product owner || business intelligence || llm || rpa || digital transformation || solution design|| product development || agile delivery || ai ml ||
Kumara Swamy Pilli
Certified ICEP - Agile Product Owner | Product Development
Chandana Allam
Product Owner | Agile Product Management | PSP I
Other Named Halen Fairweather
Frequently asked questions
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Halen Fairweather works for FactSet
Halen Fairweather's role in FactSet is empowering manager | diverse team builder | talent pipeline recruiter | strategic thinker | complex issue troubleshooter
Halen Fairweather works in the industry of Financial Services
Halen Fairweather's colleagues are Leisa Canlas,Hailey Holmes,Guru Venkatesh
Halen Fairweather's latest job experience is empowering manager | diverse team builder | talent pipeline recruiter | strategic thinker | complex issue troubleshooter at FactSet
Halen Fairweather's latest education in California Lutheran University
