Senior Financial Advisor@ Merrill Lynch
San Francisco, California, United States
Patrick Benson
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Amherst College
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FlashIntel GPTPatrick Benson is a highly experienced professional with 25.5 years of work experience. He possesses a diverse skill set including public speaking, personnel management, sales, operations management, and research. Based in San Francisco, California, Patrick focuses on providing comprehensive wealth management solutions that help clients understand their financial situation and provide flexible wealth management solutions. He provides access to investment insights from Merrill and banking convenience of Bank of America to address the various aspects of clients' financial lives. Patrick is driven by his passion for delivering excellent service and helping clients achieve their goals.
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About
I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client's family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
...See MoreWork Experience
Senior Financial Advisor
Senior Financial Advisor | Vice President
Intern
Financial Services
Patrick Benson's Professional Milestones
- Research Consultant (2009-10-01~2009-11-01): Conducted comprehensive research projects to identify key insights and insights for personalized decision-making.
- Intern (2001-06-01~2006-06-01): Contributed to the implementation of new processes, enhancing efficiency and creating a positive work environment.
Education
Law,
Bachelors,
Bachelor Of Arts
2004-01-01-2008-01-01Skill
Public Speaking
Personnel Management
Sales
Operations Management
Research
Social Media
Microsoft Excel
Microsoft Office
Powerpoint
Due Diligence
Editing
Legal Research
Legal Writing
Budgets
Training
Program Management
Process Improvement
Event Management
Project Management
Certification
Colleagues
Other Named Patrick Benson
Frequently asked questions
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Patrick Benson works for Merrill Lynch
Patrick Benson's role in Merrill Lynch is Senior Financial Advisor
Patrick Benson works in the industry of Financial Services
Patrick Benson's colleagues are John "Jack" C. Davis,Patrick Jarin,Hadas Cohen
Patrick Benson's latest job experience is Senior Financial Advisor at Merrill Lynch
Patrick Benson's latest education in Amherst College
