Robert Ward Email & Phone Number
Senior Resident Director, Vice President @ Merrill Lynch
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Robert Ward Location
- Riverhead, NY, US
Robert Ward Work
- Senior Resident Director, Vice President @ (April 2015 - Present)
- Branch Manager @ (January 2014 - January 2015)
- Sr. Branch Manager, Branch Cluster Manager @ HSBC Bank (May 2007 - September 2012)
- Financial Center Manager @ (November 2001 - March 2007)
- Relationship Officer @ (November 2000 - September 2001)
- Citipro Specialist @ (November 2000 - March 2001)
- Client Fianacial Analyst @ (August 1999 - November 2000)
- Financial Relationship Manager @ (November 1997 - July 1999)
Robert Ward Education
- Suffolk County Community College 1986-1990
- Comsewogue HS 1983-1986
Robert Ward Skills
- Leadership
- Estate Planning
- Series 63
- Commercial Mortgages
- Planning
- Branch Management
- Lines Of Credit
- Art
- Credit Cards
- Insurance
- Retirement Planning
- Wealth Management Services
- Loan Origination
- Mortgage Banking
- Capital Markets
- Financial Risk
- Relationship Management
- Investments
- Business Development
- Credit Risk
- Advisory
- Series 6
- Finance
- Investment Advisory
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Underwriting
- Family Office
- Ownership
- Strategic Financial Planning
- High Net Worth Individuals
- Risk Management
- New Business Development
- Asset Management
- Training
- Financial Analysis
- Wealth
- Series 24
- Small Business
- Boating
- Management
- Credit Analysis
- Coaching
- Private Banking
- Retail Banking
- Commercial Lending
- Mergers and Acquisitions
- Leading Teams
- CRM
- Series 7
- Aircraft
- Securities
- Analysis
- Residential Mortgages
Robert Ward Summary
- Robert Ward, based in Riverhead, NY, US, is currently a Senior Resident Director, Vice President at Merrill Lynch Wealth Management. Robert Ward brings experience from previous roles at SCNB, HSBC Bank, Citibank and Citigroup Private Bank. Robert Ward holds a 1986 - 1990 Suffolk County Community College. With a robust skill set that includes Leadership, Estate Planning, Series 63, Commercial Mortgages, Planning and more. Robert Ward has 4 emails and 1 mobile phone numbers on RocketReach.
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