Linda Patel
Juno Beach,FL
Summary
Dynamic and results-oriented executive with over 25 years of experience leading high-performing teams in the private wealth management sector. Recently concluded a successful tenure as Regional Managing Director at Merrill Lynch Private Wealth, demonstrating strong skills in recruiting top talent, nurturing ultra-high-net-worth client relationships, and driving significant organizational growth. Accomplished author of two books and certified nutritionist, blending business acumen with a commitment to wellness and leadership excellence. Proven expertise in managing cross-functional teams, streamlining processes for enhanced efficiency, and achieving organizational objectives through strategic planning and effective collaboration.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Regional Managing Director
Bank of America Merrill Lynch Private Wealth
03.2018 - 08.2025
- Spearheaded growth initiatives for Private Wealth, Institutional, and International business across various states.
- Oversaw management of $40B in assets under management, achieving consistent results.
- Expanded International segment by recruiting advisors contributing over $5B in revenues.
- Received firm-wide recognition for exceptional talent acquisition and recruitment leadership.
- Directed strategies for integrating UHNW banking with investment services.
- Implemented training programs for development of high-performing teams.
- Ensured retention of top advisors and teams to maintain competitive edge.
Market Executive
Bank of America Merrill Lynch
02.2014 - 02.2018
- Directed operations for 125 financial advisors with $25 billion in assets under management.
- Achieved recognition as top 10 recruiter nationwide, enhancing market presence and profitability.
- Implemented strategic performance management to optimize market execution outcomes.
- Supervised P&L responsibilities alongside advisor hiring and development programs.
Complex Director
Bank of America Merrill Lynch
04.2007 - 03.2014
- Managed operations across Michigan and Ohio with 85 financial advisors and 40 sales associates.
- Achieved top 10 national ranking for business performance and recruitment efforts.
- Integrated banking partnerships to enhance local market presence.
- Drove consistent business growth through coaching, development, and recruitment strategies.
Associate Complex Director
Merrill Lynch
11.2005 - 04.2007
- Led recruitment and coaching efforts, driving performance improvements in New York.
- Managed sales training initiatives focused on ultra-high-net-worth client engagement.
- Participated on National Sales Committee to shape company-wide sales objectives.
Education
BBA - International Business Management
Pace University
New York, NY01.1996
Certified Nutritionist - undefined
International Sports Science Association
01.2025
Securities Industry Institute - undefined
The Wharton School
01.2018
Skills
- Financial management proficiency
- Strategic planning expertise
- Employee talent development
- Team performance optimization
- High-net-worth client engagement
- Financial advisory leadership
- Published writer
- Executive coaching
- Wellness and nutrition advocacy
- Strategic operational planning
Certification
- Series 7
- Series 63
- Series 65
- Series 9
- Series 10
- Series 31
Published Author
- From Ordinary to Extraordinary: Becoming a Corporate Athlete
- Unstoppable: Building the Dream Team
Languages
Spanish
Timeline
Regional Managing Director
Bank of America Merrill Lynch Private Wealth
03.2018 - 08.2025
Market Executive
Bank of America Merrill Lynch
02.2014 - 02.2018
Complex Director
Bank of America Merrill Lynch
04.2007 - 03.2014
Associate Complex Director
Merrill Lynch
11.2005 - 04.2007
Certified Nutritionist - undefined
International Sports Science Association
Securities Industry Institute - undefined
The Wharton School
BBA - International Business Management
Pace University