Overview
Work History
Education
Certification
Community Involvement
Timeline
Generic

Conor Malone

Clarks Summit,PA

Overview

16
16
years of professional experience
3
3
Certifications

Work History

First Vice President

Merrill Lynch
Scranton, Pennsylvania
03.2012 - Current
  • Forbes' 'Top Next-Gen Wealth Advisors Best-in-State,' 2025.
  • Develop personalized financial plans for high-net-worth clients.
  • Build strong client relationships through regular communication and follow-ups.
  • Conduct in-depth market analysis to identify investment opportunities.
  • Collaborate with legal and tax professionals for comprehensive client solutions.

Internal Sales/Customer Service Representative

CRP Industries
Cranbury, New Jersey
05.2010 - 03.2012
  • Processed orders and returns efficiently for customer satisfaction.
  • Provided product knowledge to customers for informed decision-making.
  • Developed strong customer relationships to encourage repeat business.

Education

Bachelor of Science - Food Marketing

Saint Joseph's University
Philadelphia, PA
05-2010

Certification

Certified Financial Planner®

Community Involvement

  • Rotary Club of Scranton (Past President 2016-2017)
  • Volunteer Hockey Coach WBS Junior Knights U8

Timeline

First Vice President

Merrill Lynch
03.2012 - Current

Internal Sales/Customer Service Representative

CRP Industries
05.2010 - 03.2012

Bachelor of Science - Food Marketing

Saint Joseph's University
Conor Malone