Shankar Iyer's Location
Chicago, Illinois, United States
Shankar Iyer's Work
- Managing Director, Wealth Management Advisor @ Merrill Lynch
- Senior Vice President and Cfp, Global Wealth Management @ Merrill Lynch
Shankar Iyer's Education
- University of Wisconsin-Madison1988 - 1993
Shankar Iyer's Skills
- Wealth Management
- Series 7
- Retirement Planning
- Uniform Combined State Law
- Series 63
- Asset Allocation
- Investment Advisory
- Alternative Investments
- Mutual Funds
- Fixed Income
Shankar Iyer's Summary
Shankar Iyer, based in Chicago, Illinois, United States, is currently a Managing Director, Wealth Management Advisor at Merrill Lynch, bringing experience from previous roles at Merrill Lynch. Shankar Iyer holds a 1988 - 1993 University of Wisconsin-Madison. With a robust skill set that includes Wealth Management, Series 7, Retirement Planning, Uniform Combined State Law, Series 63 and more, Shankar Iyer contributes valuable insights to the industry. Shankar Iyer has 1 email on RocketReach.
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