Fabio Concesi Email & Phone Number
Managing Director, Merrill Private Wealth Management @ Merrill Lynch
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Fabio Concesi Location
- New York, NY, US
Fabio Concesi Work
- Managing Director, Merrill Private Wealth Management @ (January 2021 - Present)
- Chair at Step Miami @ (January 2022 - Present)
- Director - International Wealth Strategist @ (January 2016 - December 2020)
- Wealth Planner - Wealth Structuring @ (January 2012 - December 2015)
- Senior Associate, Trust Officer @ (June 2008 - December 2012)
- Associate, Compliance Officer @ (July 2006 - June 2008)
- Non - Officer, Barcelona Sales and Service Center @ (May 2006 - July 2006)
- Trainee and Associate @ (October 2004 - May 2006)
Fabio Concesi Education
- Universitat de Barcelona
(Law)
2006-2007 - Universidade Candido Mendes - Rio de Janeiro
Bachelor of Law
2001-2005
Fabio Concesi Skills
- Accounting
- Asset Management
- Banking
- Corporate Finance
- Due Diligence
- Estate Planning
- Estate Tax Planning
- Financial Analysis
- Financial Planning
- Internal Controls
- International Law
- OECD
- Offshore Solutions
- Portfolio Management
- Private Banking
- Private Foundations
- Risk Management
- Strategic Financial Planning
- Tax
- Trust Management
- Wealth Management
- Wealth Management Services
Fabio Concesi Summary
- Fabio Concesi, based in New York, NY, US, is currently a Managing Director, Merrill Private Wealth Management at Merrill Lynch. Fabio Concesi brings experience from previous roles at Step – Advising Families Across Generations, Merrill Lynch and Citi. Fabio Concesi holds a 2006 - 2007 Universitat de Barcelona. With a robust skill set that includes Accounting, Asset Management, Banking, Corporate Finance, Due Diligence and more. Fabio Concesi has 1 emails and 2 mobile phone numbers on RocketReach.
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