Matt Cronlund
Portefeuillebeheerder-Aandelen bij Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Profiel
Mr. Matthew W.
Cronlund is a First President & Senior Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt).
He joined Merrill Lynch in March 2010 and Bank of America in 1997.
His role on the team involves focusing on wealth management strategies and portfolio analytics.
Through his expansive experience in banking and investments, he can provide strategic and personalized guidance focused on your financial needs.
Mr. Cronlund earned his Bachelor’s degree in Business Administration from Wake Forest University’s School of Business with a specialization in East Asian languages and cultures.
He holds the Certified Financial Planner (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc.
Actieve functies van Matt Cronlund
| Bedrijven | Functie | Begin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Portefeuillebeheerder-Aandelen | 01-03-2010 |
Opleiding van Matt Cronlund
| Wake Forest University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
