Brian Stanton Email & Phone Number
Senior Private Wealth Relationship Manager @ Merrill Lynch
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Brian Stanton Location
- Boston, MA, US
Brian Stanton Work
- 2015 - now Senior Private Wealth Relationship Manager @
- 2013 - 2015 Assistant Investment Officer @
- 2012 - 2013 Portfolio Administrator @
- 2011 - 2012 Private Equity Fund Administrator @
- 2010 - 2010 Intern @ M/A-COM Federal Credit Union
- 2002 - 2010 Head Assistant Front End Manager @ Market Basket
Brian Stanton Education
- University of Massachusetts Dartmouth
Bachelor of Science (Business Administration)
2006 - 2010 - NRHS 2002 - 2006
Brian Stanton Skills
- Fiduciary
- Expenses
- Sales
- Consideration
- Veterans
- England
- Finance
- Business Administration
- Strategic Financial Planning
- Event Management
- Trusts
- Scholarships
- Management
- Science
- Corporate Actions
- Statistics
- CRM
- Leadership
- Retail Food
- PowerPoint
- Monitors
- Boston
- Accounting
- Human Resources
- High Standards
- Distribution Strategies
- Daily Operations
- Foundation
- Customer Satisfaction
- Cell
- Snowboarding
- Business Services
- Trade Unions
- Moral
- Team Leadership
- Fundraising
- Asset Allocation
- Reports
- High Value
- Microsoft Excel
- Financial Goals
- Deloitte
- Customer Service
- Terminating
- Private Equity
- Professional Manner
- Shares
- Rivers
- Advertising Agency
- Hospitals
- Hostile Environments
- Animals
- Pensions
- Communication
- Home
- Fund Accounting
- Credit
- Ski
- Philosophy
- Flows
- SPSS
- Responsibility
- Chartered Financial Analyst
- Well Rounded
- PeopleSoft
- Portfolio
- Curriculum Design
- Inspired
- New York
- Prevention
- Investments
- Natural Leader
- Financial Services
- Spotlight
- Wealth Management
- Mutual Funds
- Outlook
- Team Oriented
- Imagination
- Microsoft Word
- Cash
- Institutional Accounts
- Interviews
- Hunger
- Financial Analysis
- Culture
- Problem Solving
- Apache Ivy
Brian Stanton Summary
- Brian Stanton, based in Boston, MA, US, is currently a Senior Private Wealth Relationship Manager at Merrill Lynch. Brian Stanton brings experience from previous roles at BNY Mellon Wealth Management, State Street and M/A-COM Federal Credit Union. Brian Stanton holds a 2006 - 2010 Bachelor of Science in Business Administration @ University of Massachusetts Dartmouth. With a robust skill set that includes Fiduciary, Expenses, Sales, Consideration, Veterans and more. Brian Stanton has 2 emails and 1 mobile phone numbers on RocketReach.
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