Crystal Bright
Senior Investment Manager, Vice President at Merrill Lynch
Based in Johnson City, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Johnson City
Industry
Financial Services
Company size
35K
Contact information
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c•••••••@ml.com
Phone
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Background
About Crystal Bright
I am a graduate of East Tennessee State University with both a Bachelor's and Master's Degree in Business Administration. I have been employed with Merrill Lynch Wealth Management since 2004. My time is devoted to developing and analyzing strategies, and identifying specialized opportunities to build out customized portfolios. I am responsible for the investment analysis and recommendations used to serve more than 400 families and businesses. In addition, I help manage the trust and philanthropic planning for clients, driving charitable and community growth in our region by helping clients integrate this planning into their investments. CIMA® Investments & Wealth Institute (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
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