Nick Reifschneider

Wealth Management Client Associate @ Merrill Lynch

About

I am a graduate from the University of Florida holding a bachelor’s degree in Business Administration and a minor in Wealth Management. I currently work as a Wealth Management Client Associate for Merrill Lynch in downtown Jacksonville, splitting time with both the Monahan & Todd team and the Camp, Kavalieros, & Associates team. I am starting a career in wealth management with dreams to become a financial advisor. I hold my SIE certification and am pursuing registration with both the Series 66 and 7, and eventually the a CFP designation.

Country

United States

City

Metro Jacksonville

Industry

Management Consulting

Skill

General securities, Conflict Resolution, People Management, Leadership, Organization Skills, Securities Litigation, Stock Market Analysis, Time Management, Insurance Underwriting, Collaborative Problem Solving, Public Speaking, Customer Relationship Management (CRM), Customer Service, Team Management, Operations Management, Wealth Management Services

Experience

Wealth Management Client Associate

Merrill Lynch

2025-7 - Present · 1 yr 3 mos

Jacksonville, Florida, United States

Underwriting Intern

Heritage Insurance

2024-6 - 2024-8 · 3 mos

Tampa, Florida, United States

Senior Team Manager

Bo's Ice Cream

2018-7 - 2023-8 · 5 yrs 2 mos

Tampa, Florida, United States

Working my way up from a base-level employee, I showcased my skills in team management, conflict resolution, and general business organization to reach a senior management position at the best ice cream shop in Tampa.