Profil
Mr. Stephen A. Pollard is a First Vice President & Wealth Management Advisor at Merrill Lynch Private Client Group.
He began with Merrill Lynch in 2003 after eight years working for a leading business and technology consultancy in a variety of management roles.
He focuses on multi-faceted wealth management with an emphasis on investment and estate planning services
He is a graduate of Brown University.
He holds the CFP certification.
Anciens postes connus de Stephen A. Pollard
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Gestionnaire de Portefeuille-Actions | - |
Formation de Stephen A. Pollard
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Brown University
Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Finance |
















