David Heaton Email & Phone Number
Deputy General Counsel and Managing Director @ Bank of America Merrill Lynch
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David Heaton Location
- Boston, MA, US
David Heaton Work
- Deputy General Counsel and Managing Director @ (May 2019 - Present)
- Managing Director and Associate General Counsel @ (June 2015 - Present)
- Associate General Counsel and Managing Director (Preferred and Small Business Banking, Merrill Edge) @ (December 2013 - June 2015)
- Assistant General Counsel (Global Wealth Investment Management) @ (December 2010 - December 2013)
- Counsel (Investment Mangement Practice Group) @ (March 2006 - December 2010)
- Legal Analyst @ (March 2004 - April 2005)
- Associate (Investment Management Practice Group) @ (January 2004 - January 2005)
David Heaton Education
- The Catholic University of America, Columbus School of Law
JD
1999-2002 - Amherst College
Bachelor of Arts (B.A.)
1994-1998
David Heaton Skills
- Securities
- Hedge Funds
- FINRA
- SEC
- Investment Management
- Investment Advisory
- Alternative Investments
- Registered Investment Advisor
- Retail Banking
- Financial Regulation
- Bank Regulatory
- Wrap Accounts
- Broker-Dealer
- Securities Regulation
- Financial Services
- Mergers & Acquisitions
- Due Diligence
- Investments
- Mutual Funds
- Legal Writing
- Legal Research
- Wealth Management
- Corporate Governance
- Investment Strategies
- Litigation
- Asset Allocation
- ETFs
- Investment Advisers Act
- Investment Advisory Services
- Leadership
- Legal Advice
- General Counsel
- Broker Dealer
- Mergers and Acquisitions
David Heaton Summary
- David Heaton, based in Boston, MA, US, is currently a Deputy General Counsel and Managing Director at Bank of America Merrill Lynch. David Heaton brings experience from previous roles at Bank of America Merrill Lynch, Bank of America and Wilmer Cutler Pickering Hale and Dorr LLP. David Heaton holds a 1999 - 2002 JD @ The Catholic University of America, Columbus School of Law. With a robust skill set that includes Securities, Hedge Funds, FINRA, SEC, Investment Management and more. David Heaton has 1 emails and 3 mobile phone numbers on RocketReach.
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