Assistant Vice President | Financial Solutions Advisor@ Merrill Lynch
Dallas, Texas, United States
Xavier L. Sykes, Crpc®️
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University of North Texas
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FlashIntel GPTXavier L. Sykes, Crpc(r) is a highly skilled professional with 9.2 years of experience in various finance roles. He is proficient in Microsoft Office, including Excel, PowerPoint, and Word. Currently, he works at Bank of America, Merrill Lynch, where he connects clients and communities to the resources they need to succeed. With a focus on non-deposit investment products and services, Merrill Lynch offers non-deposit investment products and services. Xavier L. Sykes, Crpc(r) is licensed in the states of TX, FL, OK, NM, LA, AR, and CO.
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Emails and Phone Numbers
About
At Bank of America, Merrill Lynch we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Non-deposit investment products and services are offered through a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered are not FDIC or otherwise federally insured, are not guarantees or obligations of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered. Securities licensed in the states of TX, FL, OK, NM, LA, AR, and CO. Www.finra.org www.sipc.org
...See MoreWork Experience
Assistant Vice President | Financial Solutions Advisor
Financial Services
Xavier L. Sykes, Crpc®️'s Professional Milestones
- Business Development (2016-06-01~2016-08-01): Established strategic partnerships, diversifying market reach and driving revenue growth.
- Resident Assistant (2014-08-01~2017-05-01): Provided efficient administrative support, supporting the team in managing tasks and enhancing overall productivity.
Education
Finance,
General; Mandarin
1356998400-1483228800Skill
Microsoft Office
Microsoft Excel
Powerpoint
Microsoft Word
Leadership
Customer Service
Public Speaking
Finance
Marketing
Time Management
Event Planning
Teamwork
Communication
Team Building
Team Leadership
Microsoft Powerpoint
401k Distribution Planning
401k Or 403b Services
401k Rollover Strategies
401ks
403bs
529 Plans
Annuities
Asset Allocation Strategies
Bookkeeping
Business Succession Strategies
Client Education
College Planning Strategies
Employee Benefits
Employee Benefit Strategies
Estate Planning Strategies
Financial Analysis
Financial Consulting
Income Protection Strategies
Insurance Services
Insurance Strategies
Investment Services
Financial Planning
Financial Advisory Services
Investment Advisory Services
Ira Distribution Strategies
Ira Rollover Strategies
Long Term Care
Pension Distribution Planning
Mutual Funds
Retirement Planning
Wealth Management
Tax Deferred Investment Planning
Social Media
Entrepreneurship
Certification
Colleagues
John "Jack" C. Davis
Owner
Patrick Jarin
Business Owner | Financial Advisor
Hadas Cohen
owner & designer at hadas creations
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Shiny Jacob
Digital Product Owner
Other Named Xavier L. Sykes, Crpc®️
Frequently asked questions
We found 2 Xavier L. Sykes, Crpc®️'s phone numbers
Xavier L. Sykes, Crpc®️ works for Merrill Lynch
Xavier L. Sykes, Crpc®️'s role in Merrill Lynch is Assistant Vice President | Financial Solutions Advisor
Xavier L. Sykes, Crpc®️ works in the industry of Financial Services
Xavier L. Sykes, Crpc®️'s colleagues are John "Jack" C. Davis,Patrick Jarin,Hadas Cohen
Xavier L. Sykes, Crpc®️'s latest job experience is Assistant Vice President | Financial Solutions Advisor at Merrill Lynch
Xavier L. Sykes, Crpc®️'s latest education in University of North Texas
