Jarrell White
Ops Sr Research Analyst Mkts at Bank Of America
Based in Concord, United States
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Seniority
Staff
Department
Sales & Business Development
Location
Concord
Industry
Banking
Company size
233K
Contact information
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j•••••••@bankofamerica.com
Phone
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Background
About Jarrell White
I have Over 10 Years' Experience in the Financial Services Industry and fraud prevention; excellent critical thinking, & oral/written communication and listening skills, works independently; design & prepare analytical reports and Excel spreadsheets, develop & recommend alternative approaches to problems, act in an advisory capacity to senior specialist; understanding of brokerage and pension annuities, mutual funds, trading & accounting; experience supporting managed accounts; ability to manage sensitive client interactions; maintain effective and professional relationships with advisory professionals, clearing firm and internal business units; possesses broker/dealer regulatory knowledge, including FINRA,SEC, IRC and MSRB; investment advisor regulatory knowledge; interact frequently with customers & peers; works toward continuous improvement in policies, procedures & processes; compliance along with all regulatory requirements
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