Amanda Bacon's Location
Los Angeles, CA, US
Amanda Bacon's Work
- Vice President and Client Relationship Manager @ Merrill Lynch
- Assistant Vice President and Financial Solutions Advisor @ Merrill Edge
- Financial Consultant @ LPL Sterling Investment Group
- Vice President - Financial Consultant @ Charles Schwab
- Associate Financial Consultant @ Charles Schwab
- Assistant Vice President and Premier Client Manager @ Bank of America
- Registered Sales Assistant @ 2003 2007 Banc of America Investment Services
- Associate Planner and Registered Sales Assistant @ Pence Wealth Management
- Registered Sales Assistant @ Morgan Stanley
- Client Associate @ Merrill Lynch
Amanda Bacon's Skills
- Mutual Funds
- Series 7
- Series 63
- Wealth Management
- Fixed Annuities
- Asset Allocation
- Finance
- Investments
- Banking
- Retirement
Amanda Bacon's Summary
Amanda Bacon, based in Los Angeles, CA, US, is currently a Vice President and Client Relationship Manager at Merrill Lynch, bringing experience from previous roles at Merrill Edge, LPL Sterling Investment Group and Charles Schwab. With a robust skill set that includes Mutual Funds, Series 7, Series 63, Wealth Management, Fixed Annuities and more, Amanda Bacon contributes valuable insights to the industry. Amanda Bacon has 2 emails on RocketReach.
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Long Beach, California, United States15+ -
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