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
- Managing Director, Head of Investment Solutions Specialists @ (June 2017 - Present)
- Managing Director, Head of Managed Solutions Sales @ (February 2016 - May 2017)
- Managing Director, Head of Investment Due Diligence @ (February 2014 - February 2016)
- Managing Director, Head of Capital Market Investor Solutions @ (February 2012 - January 2014)
- Managing Director, Head of US Structured Product Sales @ (January 2006 - January 2012)
- Structured Product Salesperson @ (June 2004 - December 2005)
- ISG Business Strategy and Execution @ (June 2002 - June 2004)
- Financial Planning Group @ (December 1995 - May 2002)
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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