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Eric Kenney
Senior Financial Solutions Advisor specializing in wealth management and client relationship leadership
Merrill LynchLincoln's Challenge AcademyChicago, Illinois15 Years ExperienceSenior Level
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Experience
Client Relationship ManagerMerrill Lynch · Mar 2024 – Aug 2025
Financial Solutions AdvisorMerrill Lynch · Sep 2018 – Mar 2024
11B Infantryman / Staff SergeantUnited States Army National Guard · Jan 2011 – Jan 2023part-time
Registered Client AssociateMerrill Lynch · Jan 2017 – Sep 2018
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Education
Lincoln's Challenge Academyhigh_school
Awards
Skills
SalesforceBusiness developmentSalesAccount managementOperations managementCoachingAdaptabilityClient retention strategiesInterpersonal and client communicationsPresentation developmentWorkforce managementClient profile buildingTraining and mentoringCustomer complaint resolutionAccount management and reporting
Languages
English
Certifications
Trade Certificate: Certified Nursing Assistant (CNA)FINRA General Securities Representative Examination (Series 7)FINRA Uniform Securities Agent State Law Examination (Series 66)FINRA General Securities Sales Supervisor Exams (Series 9 and 10)Computer Programming and General Studies - Harper Community College
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