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, PA05-2010
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