Eric Kenney

Senior Financial Solutions Advisor specializing in wealth management and client relationship leadership

Chicago, IllinoisClient Relationship Manager15 years experienceSeniorFinancial ServicesWealth ManagementInvestment Banking & Brokerage

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Experience

Client Relationship ManagerMerrill Lynch

Financial Solutions AdvisorMerrill Lynch

11B Infantryman / Staff SergeantUnited States Army National Guard

Registered Client AssociateMerrill Lynch

Education

Lincoln's Challenge Academyhigh_school

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Eric already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

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candidate@example.com(555) 123-4567LinkedIn Profile

Languages

English

Skills

SalesforceClient retention strategiesInterpersonal and client communicationsPresentation developmentBusiness developmentWorkforce managementClient profile buildingSalesAccount managementTraining and mentoringCustomer complaint resolutionOperations managementAccount management and reportingClient relationship managementClient follow-up