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Merrill Lynch

Merrill Lynch

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  1. Companies
  2. Merrill Lynch
  3. Employees
  • About
  • Employees
Callie Welch
Callie Welch
Client Associate
David Simmons
David Simmons
Senior Vice President, Wealth Management
Alex Cucchi
Alex Cucchi
Registered Senior Wealth Management Client Associate
Cled Tracy Clanton
Cled Tracy Clanton
Client Associate
Scott Hoeppel
Scott Hoeppel
Senior Financial Advisor, Senior Vice President
Brenda Harris
Brenda Harris
Senior Registered Client Associate
Scott Sutton
Scott Sutton
VP
John Zimmerlink, Cfp®
John Zimmerlink, Cfp®
Senior Private Wealth Planner
Stephanie Parks
Stephanie Parks
Registered Senior Client Associate
Preston Hoffman
Preston Hoffman
Senior Vice President Operations
Albina Khazan
Albina Khazan
Director And SVP; Enterprise Business Specialist
Matthew T. Colflesh, Cfp®, Crpc™, Cpfa®
Matthew T. Colflesh, Cfp®, Crpc™, Cpfa®
First Vice President | Wealth Management Advisor
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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
  • Changelog

Legal

  • Master subscription agreement
  • Terms of use
  • Privacy Policy

©2025 Chatsheet. All Rights Reserved.