Financial Advisor@ Merrill Lynch
San Francisco, California, United States
Suna Yalaz-angell
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FlashIntel GPTSuna Yalaz-angell is a Financial Advisor at Merrill Lynch Wealth Management with 15.6 years of experience. She specializes in goals-based weatlh management, customized investment strategies, executive compensation plans, estate planning services, and wealth transfer. Suna has worked at various financial institutions, including San Francisco Associates and Credit Suisse, where she gained valuable experience in financial advisory. She is based in San Francisco, California and has a strong background in the financial services industry.
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About
Financial Advisor at Merrill Lynch Wealth Management
Work Experience
Financial Advisor
Financial Services
Suna Yalaz-angell's Professional Milestones
- Relationship Associate (2008-03-01~2013-09-01): Building strong connections with clients through personalized sales strategies and effective relationship management.
- Financial Advisor (2013-10-01~2014-02-01): Guided clients through complex financial decisions, ensuring optimal financial strategies for their business success.
Skill
Goals Based Weatlh Management
Customized Investment Strategies
Executive Compensation Plans
Estate Planning Services And Wealth Transfer
Business Exit Strategies
Certification
Colleagues
Other Named Suna Yalaz-angell
Frequently asked questions
We found 1 Suna Yalaz-angell's phone numbers
Suna Yalaz-angell's social media include: Linkedin,
Suna Yalaz-angell works for Merrill Lynch
Suna Yalaz-angell's role in Merrill Lynch is Financial Advisor
Suna Yalaz-angell works in the industry of Financial Services
Suna Yalaz-angell's colleagues are John "Jack" C. Davis,Patrick Jarin,Hadas Cohen
Suna Yalaz-angell's latest job experience is Financial Advisor at Merrill Lynch
