Bethany McDonald Email & Phone Number
Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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Bethany McDonald Location
- Pensacola, FL, US
Bethany McDonald Work
- 2012 -now Wealth Management Advisor, Senior Vice President @
- 2010 -2012 Personal Banker II @
- 2008 -2010 Advertising Account Executive @ Orlando Sentinel Communications A Tribune Company
- 2005 -2006 Commercial Credit Analyst and Loan Officer @ Rabobank NA
Bethany McDonald Education
- Mississippi University for Women
Bachelor's Degree
2004-2005 - Cumberland University
Associate's Degree/College Diploma
2001-2004
Bethany McDonald Skills
- Asset Management
- Advice and Guidance
- Team Building
- Retirement Planning and Forecasting
- Money Management
- Investment Advisory
- Charles River Investment Management System
- Technical Analysis
- Global Allocation
- Wealth Management
- Goal Based Wealth Management
- Asset Transition
Bethany McDonald Summary
- Bethany McDonald, based in Pensacola, FL, US, is currently a Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Bethany McDonald brings experience from previous roles at JP Morgan Chase, Orlando Sentinel Communications A Tribune Company and Rabobank NA. Bethany McDonald holds a 2004 - 2005 Bachelor's Degree @ Mississippi University for Women. With a robust skill set that includes Asset Management, Advice and Guidance, Team Building, Retirement Planning and Forecasting, Money Management and more. Bethany McDonald has 5 emails and 6 mobile phone numbers on RocketReach.
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