Ben Merrill Email & Phone Number
Director of Operations @ The Next Level Planning Group
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Ben Merrill Location
- Chicago, IL, US
Ben Merrill Work
- Director of Operations @ (July 2025 - Present)
- Business Leadership Coach @ (October 2023 - Present)
- Business Leader Peer Advisory Team Coach @ (October 2023 - February 2026)
- Client Service Manager @ (July 2020 - July 2025)
- Financial Planning Specialist @ (April 2019 - November 2021)
- Financial Planning Analyst @ (October 2018 - March 2019)
- Business Manager @ (April 2008 - October 2018)
Ben Merrill Education
- Bryant University
Certificate in Financial Planning
2019-2020 - Trinity Evangelical Divinity School
Master of Divinity - MDiv
2005-2011 - Taylor University
Bachelors (Business; Environmental Science)
1998-2002
Ben Merrill Skills
- Financial Reporting
- Microsoft Excel
- Servant Leadership
- Nonprofit Organizations
- Purchasing
- Accounts Payable
- Event Planning
- Financial Services
- Securities
- Payroll
- Finance
- Accounting
- Investments
- QuickBooks
- Microsoft Office
- Microsoft Word
- Microsoft Outlook
- Microsoft Publisher
- Customer Service
- Teaching
- Team Building
- Organization Skills
- Management
- Leadership Development
- Interpersonal Skills
- Broker-Dealer
- Direct Client Interaction
Ben Merrill Summary
- Ben Merrill, based in Chicago, IL, US, is currently a Director of Operations at The Next Level Planning Group. Ben Merrill brings experience from previous roles at Merrill Leadership Development, Convene and The Next Level Planning Group. Ben Merrill holds a 2019 - 2020 Certificate in Financial Planning @ Bryant University. With a robust skill set that includes Financial Reporting, Microsoft Excel, Servant Leadership, Nonprofit Organizations, Purchasing and more. Ben Merrill has 3 emails and 2 mobile phone numbers on RocketReach.
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