Nick Termini

Merrill Financial Solutions Advisor | ADP @ Merrill Lynch

About

I am a currently in stage two of Merrill Lynch’s Advisor Development Program. I am a believer of being the best you can be in your respective field and I bring passion and a consistent work ethic to every endeavor.

Country

United States

City

Tampa

Industry

Financial Services

Skill

Organization Skills, Client Relations, Office Operations, Microsoft Office, CRM Databases, Interpersonal Skills, Microsoft Excel, Teamwork, Market Research, Digital Marketing, Customer Relationship Management (CRM), Analytical Skills

Experience

Merrill Financial Solutions Advisor | ADP

Merrill Lynch

2024-8 - Present · 2 yrs 2 mos

Tampa, FL

Branch Office Administrator

Edward Jones

2023-10 - 2024-8 · 11 mos

Woodstock, Illinois, United States

I broadened and deepened client relationships through effective and intentional conversations with prospective and existing clients. I assisted the FA in preparing for client meetings as well as coordinated the scheduling for said meetings. I provided support to the FA when making client transactions. I onboarded new clients efficiently, ensuring a smooth transition into the FAs book of business.

Wealth Management Intern

STRATOS

2022-5 - 2022-8 · 4 mos

Oak Brook, Illinois, United States

I worked closely with another intern to conduct market research and create monthly market reports. I consolidated information on RedTail CRM to make customers account information easily accessible and usable. I used Riskalyze software to run hypothetical market tests on customers accounts. I created a marketing schedule through LPL Marketing solutions which resulted in weekly content posted to LinkedIn and Twitter accounts.