Matthews Lemos
Wealth Management Analyst at Merrill Lynch
Based in Boston, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Boston
Industry
Financial Services
Company size
35K
Contact information
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m•••••••@ml.com
Phone
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Background
About Matthews Lemos
Experienced in financial services pertaining to consumer liquid assets, wealth management navigation, credit solution analysis, and small business banking solutions. Decorated branch manager with track record of operational efficiency and production excellence. Currently holding focus in relationship management, outflow detection/prevention, and client solutions based sales for Affluent and High Net Worth advisory teams in the Northeast. Passionate about people, business growth, and most importantly…. Family.
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