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
- 2015 -now Senior Resident Director, Vice President @
- 2014 -2015 Branch Manager @
- 2007 -2012 Sr. Branch Manager, Branch Cluster Manager @ HSBC Bank
- 2001 -2007 Financial Center Manager @
- 2000 -2001 Relationship Officer @
- 2000 -2001 Citipro Specialist @
- 1999 -2000 Client Fianacial Analyst @
- 1997 -1999 Financial Relationship Manager @
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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