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
- 2019 - now Deputy General Counsel and Managing Director @
- 2015 - now Managing Director and Associate General Counsel @
- 2013 - 2015 Associate General Counsel and Managing Director (Preferred and Small Business Banking, Merrill Edge) @
- 2010 - 2013 Assistant General Counsel (Global Wealth Investment Management) @
- 2006 - 2010 Counsel (Investment Mangement Practice Group) @
- 2004 - 2005 Legal Analyst @
- 2004 - 2005 Associate (Investment Management Practice Group) @
- 2003 - 2004 Attorney @ John M. Fedders
- 2002 - 2004 Attorney @ Ruddy Law Offices
David Heaton Education
- The Catholic University of America, Columbus School of Law 1999 - 2002
- Amherst College 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 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 2 emails and 3 mobile phone numbers on RocketReach.
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