Ivan Llona
Burlington,VT
Summary
- Accomplished Wealth Management Associate with three years of experience at Merrill Lynch, supporting advisor teams managing over $400 million in client assets and delivering top-tier service to high-net-worth individuals. Combines analytical precision with exceptional communication and problem-solving abilities. Recognized for proactive client support, cross-team collaboration, and driving operational efficiency.
Overview
6
6
years of professional experience
Work History
Wealth Management Client Associate
Merrill Lynch
10.2022 - Current
- - Provide comprehensive support to financial advisor teams overseeing $400 million+ in high-net-worth client assets.
- - Assist in client meetings by preparing materials and supporting follow-ups.
- - Open, process, and oversee retail, retirement, trust, 529, 401k, and business accounts with 99% accuracy, ensuring regulatory compliance.
- - Collaborate with advisors to deliver customized investment and wealth solutions.
- - Handle sensitive financial data and manage high-stakes transactions with precision.
Intern, Athletic Department
Saint Michael's College
01.2019 - 01.2021
- - Conducted detailed data analysis on peer institutions, improving strategic decision-making.
- - Produced clear, actionable reports for leadership.
Education
B.S. - Business Administration, Minor in Accounting
Saint Michael's College
Colchester, VT05.2022
Skills
- - High-Net-Worth Client Service & Relationship Support
- - Financial Operations & Compliance
- - Portfolio Administration Assistance
- - Strategic Reporting
- - CRM & Financial Software Proficiency (Salesforce)
- - Strong Communication & Presentation Support
Professional Highlights
- - Support over 200 client accounts, contributing to a consistent 98% client satisfaction rating.
- - Recognized by senior advisors for exceptional initiative and ability to anticipate team and client needs.
- - Helped implement operational improvements that reduced processing errors by 15%, enhancing team efficiency.
Timeline
Wealth Management Client Associate
Merrill Lynch
10.2022 - Current
Intern, Athletic Department
Saint Michael's College
01.2019 - 01.2021
B.S. - Business Administration, Minor in Accounting
Saint Michael's College
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