Merrill Lynch
Rebecca Lerner
Wealth Management Advisor, Senior Vice President Wealth Management
Katrina Dawkins
Bookkeeping
Tom Coyle
Senior Trading Specialist
Doug Haynes, Cfp®
Wealth Management Advisor, Senior Vice President
Ty Erb
Wealth Management Client Associate
Stephanie Addison
Client Relationship Manager
Susan Kaslander
VP, Marketing
Michael Rosenthal
Senior Financial Advisor, Senior Vice President
Kun Yang
Director, Global Share Quantitative Service Manager
Mohan Purushothamaiah
Program / Project Manager
Eiber Medina
Financial Solutions Advisor Ii
Brandon Janovsky
Portfolio Strategist, Vice President