Henry Byun Email & Phone Number
Wealth Management Advisor, Assistant Vice President @ Merrill Lynch
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Henry Byun Location
- Westlake Village, CA, US
Henry Byun Work
- 2015 -now Wealth Management Advisor, Assistant Vice President @
- 2009 -2015 Financial Advisor @ Goldsmith Wealth Advisors, an office of MetLife
- 2007 -2009 Analyst, Corporate Finance and Business Development @ Small Bone Innovations, Inc.
- 2006 -2007 Business Development Specialist @ Keane Inc. (now NTT DATA)
- 2005 -2006 Bank Specialist, Custody Operations @
Henry Byun Education
- Boston College
Masters of Business Administration, MBA
2003-2005 - McGill University
Bachelor's Degree
1991-1996
Henry Byun Skills
- Wealth Planning for Families and Endowments
- Widow Transition Planning
- Special Needs Planning
- Philanthropic Planning
- Divorce Transition Planning
- College Education Planning
- Business Retirement Plans
- Business Succession Planning
- Generational Wealth Planning
- Socially Responsible Investing
- Values Based and ESG Investing
- Multi-generational Family Wealth Advising
- Family Wealth Planning
- Family Financial Advisor
- Women's Financial Literacy
- Retirement planning
- Financial Services
- Financial Education
- Financial Literacy
- Employee Benefits Planning
- Women and Wealth
- Financial Strategies for Women
- Business Exit Planning
- Investment Planning
- Estate and Retirement Planning Services
- Business Owner Planning
- Financial Advisor
- Divorce Wealth Management Planning
- College Savings Strategies
- Estate planning strategies
- Wealth management
- Employee Benefits
- Series 63
- Charitable Gift Planning
- Cash Flow Management
- Wealth Accumulation Strategies
- Comprehensive Planning
- Private Clients
- Client Education
- Investments
- Sales
- MBA
- Succession Planning
- Equities
- Investment Advisory
- Leadership
- Multi Generational Wealth Transfer
- High Net Worth Individuals
- College Funding Strategies
- Strategy Implementation
- Client Focus
- Estate Tax Planning
- Financial Risk
- Wealth Preservation Planning
- Qualified Retirement Plans
- Life Transitions
- Alternative Investments
- Mutual Funds
- Retirement Savings
- Cash Flow
- Insurance
- Finance
- Microsoft Office
- Client Centric
- Financial Coaching
- Securities
- Series 7
- Small Business
- Holistic Financial Planning
- Estate Planning
- Strategic Planning
- Business Analysis
- Investment Strategies
- Strategic Financial Planning
- Financial Advisory
- FINRA
- Legacy Giving
- Wealth Accumulation
- Relationship Management
- Multi Generational Family Wealth Advising
Henry Byun Summary
- Henry Byun, based in Westlake Village, CA, US, is currently a Wealth Management Advisor, Assistant Vice President at Merrill Lynch Wealth Management. Henry Byun brings experience from previous roles at Goldsmith Wealth Advisors, an office of MetLife, Small Bone Innovations, Inc., Keane Inc. (now NTT DATA) and Putnam Investments. Henry Byun holds a 2003 - 2005 Masters of Business Administration, MBA @ Boston College. With a robust skill set that includes Wealth Planning for Families and Endowments, Widow Transition Planning, Special Needs Planning, Philanthropic Planning, Divorce Transition Planning and more. Henry Byun has 2 emails and 1 mobile phone numbers on RocketReach.
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