Robert Merrell Email & Phone Number
Senior Regional Consultant @ MFS Investment Management
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Robert Merrell Location
- Chicago, IL, US
Robert Merrell Work
- Senior Regional Consultant @ (August 2024 - Present)
- Senior Advisor Consultant @ (February 2018 - August 2024)
- Senior Vice President @ (April 2012 - February 2018)
- Regional Vice President @ (January 2010 - March 2012)
- Regional Vice President @ (October 2003 - January 2010)
Robert Merrell Education
- University of Massachusetts, Amherst
Bachelor of Science (BS)
1998-2002
Robert Merrell Skills
- Investments
- Public Speaking
- Business Planning
- Series 63
- Series 7
- Mutual Funds
- FINRA Registered Representative
- Solution Selling
- Marketing Communications
- Client Acquisition
- Organizational Effectiveness
- Client Relationship Building
- Product Marketing
- Community Service
- Strategic Communications
- Team Leadership
- Conference Speaking
- Seminar Speaker
- Consultative Selling
- Youth Mentoring
- Annuities
- Fixed Annuities
- FINRA
- Sales
- Selling
- Retirement
- Wholesale
- Series 6
- CRM
- Series 65
- Financial Services
- Microsoft Office
- Customer Service
- Microsoft Excel
- Business Strategy
- Account Management
- Strategy
Robert Merrell Summary
- Robert Merrell, based in Chicago, IL, US, is currently a Senior Regional Consultant at MFS Investment Management. Robert Merrell brings experience from previous roles at First Eagle Investment Management, Amundi US, Sun Life Financial and John Hancock Financial Services. Robert Merrell holds a 1998 - 2002 Bachelor of Science (BS) @ University of Massachusetts, Amherst. With a robust skill set that includes Investments, Public Speaking, Business Planning, Series 63, Series 7 and more. Robert Merrell has 2 emails and 5 mobile phone numbers on RocketReach.
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