Bob Corcoran Email & Phone Number
SVP, Merrill Edge Marketing @ Bank of America
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Bob Corcoran Location
- Wenham, MA, US
Bob Corcoran Work
- 2024 -now SVP, Merrill Edge Marketing @
- 2014 -2023 SVP, Mass Affluent Segment and Merrill Edge Marketing @
- 2009 -2013 SVP, Marketing Operations @
- 2006 -2009 VP, Defined Contribution Plan Product Management @
- 2003 -2006 VP, College Planning Product Management @
- 2002 -2003 VP, Fixed Income Mutual Fund Product Management @
- 1999 -2002 VP, Retail Retirement Product Management @
Bob Corcoran Education
- Questrom School of Business, Boston University
M.B.A. (Financial Services Marketing)
- Amherst College
B.A. magna cum laude (American Studies)
Bob Corcoran Skills
- Retirement
- Investments
- Product Management
- CRM
- Leadership
- Series 7
- Series 63
- Financial Services
- Asset Allocation
- Relationship Management
- 401k
- Mutual Funds
- Wealth Management
- Capital Markets
- ERISA
- Series 24
- Alternative Investments
- Retirement Planning
- Investment Management
- Securities
- Segmentation
- Executive Management
- Fixed Income
- Competitive Analysis
- Equities
- Pensions
- Marketing
- Thought Leadership
- FINRA
- Investment Advisory
- Mergers & Acquisitions
- Product Development
- Management
- Asset Management
- Financial Advisory
- Portfolio Management
- Investment Strategies
- Risk Management
- Strategic Financial Planning
- Strategic Communications
- Financial Markets
- Series 6
- Finance
- Options
- Derivatives
- Services
- B2b
- B2c
- Mergers and Acquisitions
- Strategic Planning
Bob Corcoran Summary
- Bob Corcoran, based in Wenham, MA, US, is currently a SVP, Merrill Edge Marketing at Bank of America. Bob Corcoran brings experience from previous roles at Bank of America and Fidelity Investments. Bob Corcoran holds a M.B.A. in Financial Services Marketing @ Questrom School of Business, Boston University. With a robust skill set that includes Retirement, Investments, Product Management, CRM, Leadership and more. Bob Corcoran has 2 emails and 1 mobile phone numbers on RocketReach.
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