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Merrill Lynch

Merrill Lynch

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  • About
  • Employees
Sean Flaherty
Sean Flaherty
Registered Wealth Management Client Associate
Katie Anderson
Katie Anderson
Relationship Manager
Joseph Nafziger
Joseph Nafziger
Registered Client Associate
Shelley Marshall, Cfp®
Shelley Marshall, Cfp®
Resident Director, Vice President
Robert Tarpey
Robert Tarpey
Wealth Management Advisor, First Vice President Wealth Management
Lori Silvestro
Lori Silvestro
Vice President, Client Relationship Manager
Lisa Farrington
Lisa Farrington
Market Executive Assistant
Anita Sippy
Anita Sippy
Director/Senior Compliance Manager
Prasad Yenamandra
Prasad Yenamandra
Director , Global Market Finance And Futures
Matthew Roache, Cpfa, Crps®
Matthew Roache, Cpfa, Crps®
Senior Financial Advisor, Assistant Vice President
Wma Charters Osborne
Wma Charters Osborne
Assistant Vice President, Wealth Management Advisor
Brian Huerta
Brian Huerta
Managing Director, Producing Manager Western Region
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Features

  • AI Web Scraping
  • AI PDF Processing

Use Cases

  • AI E-commerce Automation
  • AI Resume Screening

Business

  • Enterprise Solutions
  • Affiliate Program

Company

  • Blog
  • Pricing
  • About

Discover

  • Companies

Legal

  • Master subscription agreement
  • Terms of use
  • Privacy Policy
  • Security

©2026 Chatsheet. All Rights Reserved.