Merrill Lynch
Jamie Block, Se Awma™
Senior Financial Advisor, Senior Vice President
Humberto Osorno
Vice President Service Level And Capacity Planning
Justin Perry
Assistant Vice President, Financial Solutions Advisor
Sally Parker Will
VP Client On Boarding Manager
Connor Murray
Registered Wealth Management Client Associate
Luiz Buzolin
International Wealth Management Advisor, Vice President
Carlos Pelayo
Managing Director, Legal
Joe Sillay, Cepa®, Cpfa®
Senior Consultant, Vice President
Courtney Craig
Analyst Relationship Management
Jeffery Price
Sales Manager Wealth Management Advisor, Managing Director Wealth Management
Diana Braendly
Vice President In Application Performance & Optimization At Bank Of America Merrill Lynch
Ethan Ibach, Crpc™
Merrill Financial Solutions Advisor