vp centralized supervision principal at merrill@ Merrill Edge
New York City Metropolitan Area
Patrick Clewell
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Rutgers University
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FlashIntel GPTPatrick Clewell is a highly experienced professional with 13.2 years of work experience in portfolio management, finance, and customer service. He is currently working as a Global Wealth and Investment Management Service Support associate at Merrill Edge. Patrick has a strong skill set in Microsoft Office, teamwork, and research. He has held various positions at Merrill Edge, including Vice President and Centralized Supervision Principal. Patrick's expertise lies in financial services and he has a proven track record of success in his roles. He is based in the United States.
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About
Global Wealth and Investment Management Service Support associate at Merrill Edge
Work Experience
Vice President Centralized Supervision Principal
Officer | Senior Onboarding Specialist
Client On-Boarding Associate
vp centralized supervision principal at merrill
Gwim Service Support Associate
Financial Services
Patrick Clewell's Professional Milestones
- vp centralized supervision principal at merrill (2014-10-01~2015-12-01): Streamlining administrative processes for enhanced efficiency and minimizing risk for Merrill.
- Gwim Service Support Associate: Provided exceptional Gwim support to resolve customer issues and improve overall customer satisfaction.
Education
Finance,
Bachelors
2010-2014Skill
Portfolio Management
Microsoft Office
Teamwork
Microsoft Word
Os X
Powerpoint
Research
Microsoft Excel
Investments
Time Management
Finance
Series 66
Customer Service
Series 7
Windows
Outlook
Certification
Colleagues
Amber Manning
administrative professional and owner of non profit #lovejamilah ❤
Richard Keever, MBA
Product Owner
Derick Pitaksit
FSA II, Vice President at Merrill
Aaron Volen
financial solutions advisor - crpc - vp
Jon Pia
assistant vice president - financial solutions advisor at merrill - crpc
Other Named Patrick Clewell
Frequently asked questions
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We found 2 Patrick Clewell's phone numbers
Patrick Clewell works for Merrill Edge
Patrick Clewell's role in Merrill Edge is vp centralized supervision principal at merrill
Patrick Clewell works in the industry of Financial Services
Patrick Clewell's colleagues are Amber Manning,Richard Keever, MBA,Derick Pitaksit
Patrick Clewell's latest job experience is vp centralized supervision principal at merrill at Merrill Edge
Patrick Clewell's latest education in Rutgers University
