Summary
Overview
Work History
Education
Skills
Professional Licenses & Certifications
Affiliations
Timeline
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Anthony Milliano, CRPC

Summary

Motivated individual with expertise in creating comprehensive financial plans tailored to meet individual needs. Aspiring investment analyst knowledgeable on a wide range of investment options and strategies to maximize financial security. Utilizes excellent understanding of markets and financial products to provide clients with the best advice and guidance.

Overview

8
8
years of professional experience

Work History

Merrill Financial Solutions Advisor

Merrill Lynch Wealth Management
08.2024 - Current
  • Increased assets under management by actively building and maintaining strong client relationships.
  • Assisted clients in navigating complex investment options by designing comprehensive wealth management strategies
  • Ensured compliance with industry regulations by diligently adhering to established policies and procedures in all aspects of work operations.
  • Continuously enhanced professional knowledge by attending relevant training courses, conferences, or seminars.


Financial Solutions Advisor

Bank of America Merrill Lynch
07.2023 - 08.2024
  • Worked with clients to identify their financial goals, and put plans in place to achieve those goals based on their risk tolerance and time horizon
  • Partnered with colleagues who manage over $1.3 billion in assets under management to drive growth and serve ultra-high net worth individuals
  • Exceeded goals in measured areas to become a balanced performer within first 6 months
  • Coached non-licensed teammates to better identify prospects for wealth management

Financial Analyst Intern

Bank of America Merrill Lynch
06.2022 - 08.2022
  • Gained in-depth financial industry exposure by mentoring under top advisors
  • Supported Merrill Lynch Financial Advisors to improve client relationships by assisting in the preparation of client meetings

Carpentry/Blinds, Shutters, and Shelving Installer

Dannenmueller Blinds, Shutters & Closets
06.2016 - 08.2021
  • Met with clients to assess home-improvement projects; developed problem-solving and interpersonal skills; often completed projects ahead of schedule

Education

Bachelor of Business Administration - Double Major: Finance And Real Estate

University of Mississippi
Oxford, MS
05.2023

Skills

  • Portfolio Management
  • Equity Valuation
  • Debt management
  • Attention to detail
  • Problem-Solving
  • Cash Flow Management

Professional Licenses & Certifications

College for Financial Planning:

  • Chartered Retirement Planning Counselor

Professional Licenses:

  • Series 7, Series 66, Securities Industry Essentials

Certifications:

J.P. Morgan Investment Banking Virtual Experience Program

  • Found mergers and acquisitions targets; created summary of acquisition process; used DCF and sensitivity analysis to value targets and provided recommendation

Real Estate Financial Modeling

  • Certified with Distinction (Levels 1, 2, & 3)
  • Excel based real estate financial modeling; equity joint venture partnership; waterfall analysis

Affiliations

  • Hispanic/Latino Organization for Leadership & Advancement, May 2024 - Current
  • University of Mississippi Financiers Club | TVA Investment Fund, Fall 2021 - May 2023
  • University of Mississippi Real Estate Club, Fall 2021 - May 2023

Timeline

Merrill Financial Solutions Advisor

Merrill Lynch Wealth Management
08.2024 - Current

Financial Solutions Advisor

Bank of America Merrill Lynch
07.2023 - 08.2024

Financial Analyst Intern

Bank of America Merrill Lynch
06.2022 - 08.2022

Carpentry/Blinds, Shutters, and Shelving Installer

Dannenmueller Blinds, Shutters & Closets
06.2016 - 08.2021

Bachelor of Business Administration - Double Major: Finance And Real Estate

University of Mississippi
Anthony Milliano, CRPC