Brian Partridge Email & Phone Number
Managing Director, Head of Investment Solutions Specialists @ Merrill Lynch
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Brian Partridge Location
- New York, NY, US
Brian Partridge Work
- 2017 -now Managing Director, Head of Investment Solutions Specialists @
- 2016 -2017 Managing Director, Head of Managed Solutions Sales @
- 2014 -2016 Managing Director, Head of Investment Due Diligence @
- 2012 -2014 Managing Director, Head of Capital Market Investor Solutions @
- 2006 -2012 Managing Director, Head of US Structured Product Sales @
- 2004 -2005 Structured Product Salesperson @
- 2002 -2004 ISG Business Strategy and Execution @
- 1995 -2002 Financial Planning Group @
Brian Partridge Education
- Rutgers University
MBA (Finance)
1997-2000 - The College of New Jersey
BS (Finance)
1991-1995
Brian Partridge Skills
- Structured Products
- Capital Markets
- Hedging
- Portfolio Management
- Series 24
- Series 63
- Series 7
- Wealth Management
- Business Strategy
- Financial Advisory
- Alternative Investments
- Banking
- Asset Allocation
- Due Diligence
- ETFs
- FINRA
- Fixed Income
- Investment Advisory
- Investment Management
- Investments
- Management
- Marketing
- Mutual Funds
- Retirement
- Strategic Financial Planning
- Wealth
- Solutions
- Business Analysis
- Social Media
- Sales
Brian Partridge Summary
- Brian Partridge, based in New York, NY, US, is currently a Managing Director, Head of Investment Solutions Specialists at Merrill Lynch. Brian Partridge brings experience from previous roles at Merrill Lynch. Brian Partridge holds a 1997 - 2000 MBA in Finance @ Rutgers University. With a robust skill set that includes Structured Products, Capital Markets, Hedging, Portfolio Management, Series 24 and more. Brian Partridge has 1 emails and 1 mobile phone numbers on RocketReach.
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