Resumes
Resumes
![Levon Terry Photo 1 Levon Terry Photo 1](/img/not-found.png)
Owner
View pageLocation:
Denver, CO
Industry:
Financial Services
Work:
Bank of America Merrill Lynch since Apr 2010
Global Wealth Management
Reynolds Advisory Partners Oct 2009 - Apr 2010
Vice President - Wealth Management Introductory Services
Gravity Investments May 2009 - Dec 2009
Director of Institutional Partnerships
EBS Asset Management 2000 - May 2009
VP
Global Wealth Management
Reynolds Advisory Partners Oct 2009 - Apr 2010
Vice President - Wealth Management Introductory Services
Gravity Investments May 2009 - Dec 2009
Director of Institutional Partnerships
EBS Asset Management 2000 - May 2009
VP
Education:
University of Dayton 2000 - 2003
Bachelor of Science (B.S.), Economics Clemson University 1997 - 1998
Bachelor of Science (B.S.), Economics Clemson University 1997 - 1998
Skills:
Investments
Portfolio Management
Wealth Management
Alternative Investments
Asset Management
Asset Allocation
Wealth Management Services
Financial Services
Equities
Hedge Funds
Investment Strategies
Mutual Funds
Series 7
High Net Worth Individuals
Securities
Fixed Income
Business Development
Investment Advisory
Financial Analysis
Non Profit Leadership
Venture Capital
Start Ups
Credit
Series 63
Loans
Investment Management
Private Equity
Due Diligence
Non Profit Fund Development
Investment Banking
Finance
Banking
Retirement Planning
Financial Advisory
Portfolio Management
Wealth Management
Alternative Investments
Asset Management
Asset Allocation
Wealth Management Services
Financial Services
Equities
Hedge Funds
Investment Strategies
Mutual Funds
Series 7
High Net Worth Individuals
Securities
Fixed Income
Business Development
Investment Advisory
Financial Analysis
Non Profit Leadership
Venture Capital
Start Ups
Credit
Series 63
Loans
Investment Management
Private Equity
Due Diligence
Non Profit Fund Development
Investment Banking
Finance
Banking
Retirement Planning
Financial Advisory
Interests:
Education
![Levon Terry Photo 2 Levon Terry Photo 2](/img/not-found.png)
Global Wealth Management At Bank Of America Merrill Lynch
View pagePosition:
Global Wealth Management at Bank of America Merrill Lynch
Location:
Greater Denver Area
Industry:
Financial Services
Work:
Bank of America Merrill Lynch since Apr 2010
Global Wealth Management
Reynolds Advisory Partners Oct 2009 - Apr 2010
Vice President - Wealth Management Introductory Services
Gravity Investments May 2009 - Dec 2009
Director of Institutional Partnerships
EBS Asset Management 2000 - May 2009
VP
Global Wealth Management
Reynolds Advisory Partners Oct 2009 - Apr 2010
Vice President - Wealth Management Introductory Services
Gravity Investments May 2009 - Dec 2009
Director of Institutional Partnerships
EBS Asset Management 2000 - May 2009
VP
Education:
University of Dayton 2000 - 2003
Bachelor of Science (B.S.), Economics Clemson University 1997 - 1998
Bachelor of Science (B.S.), Economics Clemson University 1997 - 1998
Skills:
Alternative Investments
Equities
Portfolio Management
Investments
Asset Allocation
Equities
Portfolio Management
Investments
Asset Allocation