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
- Senior Private Wealth Relationship Manager @ (August 2015 - Present)
- Assistant Investment Officer @ (November 2013 - August 2015)
- Portfolio Administrator @ (February 2012 - October 2013)
- Private Equity Fund Administrator @ (January 2011 - January 2012)
- Intern @ M/A-COM Federal Credit Union (July 2010 - September 2010)
- Head Assistant Front End Manager @ Market Basket (September 2002 - January 2010)
Brian Stanton Education
- University of Massachusetts Dartmouth
Bachelor of Science (Business Administration)
2006-2010 - NRHS 2002-2006
Brian Stanton Skills
- Accounting
- Asset Allocation
- CRM
- Event Management
- Finance
- Financial Analysis
- Financial Services
- Fund Accounting
- Fundraising
- Investments
- Leadership
- Management
- Microsoft Excel
- Microsoft Word
- Mutual Funds
- PeopleSoft
- PowerPoint
- SPSS
- Sales
- Strategic Financial Planning
- Team Leadership
- Fiduciary
- Expenses
- Consideration
- Veterans
- England
- Business Administration
- Trusts
- Scholarships
- Science
- Corporate Actions
- Statistics
- Retail Food
- Monitors
- Boston
- Human Resources
- High Standards
- Distribution Strategies
- Daily Operations
- Foundation
- Customer Satisfaction
- Cell
- Snowboarding
- Business Services
- Trade Unions
- Moral
- Reports
- High Value
- Financial Goals
- Deloitte
- Customer Service
- Terminating
- Private Equity
- Professional Manner
- Shares
- Rivers
- Advertising Agency
- Hospitals
- Hostile Environments
- Animals
- Pensions
- Communication
- Home
- Credit
- Ski
- Philosophy
- Flows
- Responsibility
- Chartered Financial Analyst
- Well Rounded
- Portfolio
- Curriculum Design
- Inspired
- New York
- Prevention
- Natural Leader
- Spotlight
- Wealth Management
- Outlook
- Team Oriented
- Imagination
- Cash
- Institutional Accounts
- Interviews
- Hunger
- 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 Accounting, Asset Allocation, CRM, Event Management, Finance and more. Brian Stanton has 2 emails and 1 mobile phone numbers on RocketReach.
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