Jeffrey Carroll Email & Phone Number
Private Wealth Investment Specialist and Relationship Manager @ Merrill Lynch
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Jeffrey Carroll Location
- Greenwich, CT, US
Jeffrey Carroll Work
- Private Wealth Investment Specialist and Relationship Manager @ (June 2023 - Present)
- Assistant Vice President, Private Wealth Analyst - Investments @ (September 2017 - May 2023)
- Intern @ (July 2016 - August 2016)
- Summer Intern @ TD Wealth Management (May 2015 - August 2015)
Jeffrey Carroll Education
- Sacred Heart University
Bachelor’s Degree (Finance and Economics, cumulative GPA 3.6)
2013-2017
Jeffrey Carroll Skills
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Public Speaking
- Research
- Teamwork
- Time Management
Jeffrey Carroll Summary
- Jeffrey Carroll, based in Greenwich, CT, US, is currently a Private Wealth Investment Specialist and Relationship Manager at Merrill Lynch. Jeffrey Carroll brings experience from previous roles at Merrill Lynch, BCP Securities LLC and TD Wealth Management. Jeffrey Carroll holds a 2013 - 2017 Bachelor’s Degree in Finance and Economics, cumulative GPA 3.6 @ Sacred Heart University. With a robust skill set that includes Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint and more. Jeffrey Carroll has 1 mobile phone numbers on RocketReach.
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