Eli Merrill
Boston,MA
Summary
Hardworking employee with customer service, multitasking and time management abilities. Devoted to producing impactful financial results while working amongst a unified team. Motivated to perpetually learn while adapting to new situations and challenges.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Planning Analyst
Baystate Financial
Boston, MA
12.2021 - Current
- Develop financial plans and utilize modeling systems to support strategic financial decisions
- Inform and collaborate with team members, departments heads, financial advisors, and clients
- Obtained Series 1651 and 1652 certifications – Producer’s Life and Health/Sickness examinations.
Regulatory Dodd Frank Analyst
IHS Markit
Andover, MA
07.2021 - 12.2021
- Performed client identification and verification to confirm that OTC derivative trades comply with laws and regulations across a wide range of jurisdictions
- Conducted enhanced financial intermediary due diligence to obtain required legal and compliance documentation necessary for companies that seek to continue trading with The Bank of Nova Scotia.
Financial Representative Intern
Northwestern Mutual
Woburn, MA
05.2020 - 07.2020
- Marketed insurance policies, investment portfolios, and wealth management strategies to a portfolio of clients.
Education
Bachelor of Science in Business Administration (Finance Concentration) -
Bryant University
05.2021
Skills
- Financial Analysis
- Cash Flow Management
- Asset Allocation
- Report Writing
- Excel
- Excellent Communication
Certification
- Series 1651 - Producer's Exam for Life Insurance
- Series 1652 - Producer's Exam for Accident and Health or Sickness Insurance
Timeline
Financial Planning Analyst
Baystate Financial
12.2021 - Current
Regulatory Dodd Frank Analyst
IHS Markit
07.2021 - 12.2021
Financial Representative Intern
Northwestern Mutual
05.2020 - 07.2020
Bachelor of Science in Business Administration (Finance Concentration) -
Bryant University
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