Alan Block Email & Phone Number
Senior Vice President, Wealth Management Advisor, Portfolio Advisor
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Alan Block Location
- Harrison, NY, US
Alan Block Work
- 2018 -now Senior Vice President, Wealth Management Advisor, Portfolio Advisor @ Merrill Lynch Wealth Management
- 2013 -2018 First Vice President, Wealth Management Advisor @ Merrill Lynch Wealth Management
- 2007 -2013 Vice President - Investments, Wealth Advisor @
Alan Block Education
- University of Pennsylvania
B.A. (History)
- The Wharton School
B.S. Economics
- Harvard Business School
M.B.A.
Alan Block Skills
- Microsoft Office
- Management
- Team Building
- Banking
- Customer Service
- Wealth
Alan Block Summary
- Alan Block, based in Harrison, NY, US, is currently a Senior Vice President, Wealth Management Advisor, Portfolio Advisor at Merrill Lynch Wealth Management. Alan Block brings experience from previous roles at Merrill Lynch Wealth Management and UBS Financial Services Inc.. Alan Block holds a B.A. in History @ University of Pennsylvania. With a robust skill set that includes Microsoft Office, Management, Team Building, Banking, Customer Service and more.
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