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Investment Advisory Specialist at Bank of America Merrill Lynch
AI is analyzing your overall score…
Identifying your key strengths…
Evaluating your skill match against the job requirements…
Assessing your cultural and operational fit
Rider University
Bachelor of Arts (B.A.), Finance
January 1, 1988 – January 1, 1990
Bank of America Merrill Lynch
Investment Advisory Specialist - Vice President
February 1, 2019 – Present
Pennington, New Jersey, United States
Bank of America Merrill Lynch
Assistant Vice President, Internal Wealth Management Specialist
August 1, 2018 – February 1, 2019
Pennington, New Jersey, United States
BlackRock Investments
Investment Management Advisor - ML Private Banking Market
September 1, 2003 – August 1, 2018
Merrill Lynch
Vice President
January 1, 2000 – January 1, 2006
BlackRock Investments
vp
January 1, 1990 – January 1, 2008
Merrill Lynch
Supervisor
January 1, 1990 – January 1, 1995
Cultural Fit Analysis
The candidate's career history is exclusively within the financial services sector, specifically in investment advisory and wealth management. While this demonstrates stability and expertise in a specific industry, there is no evidence of project diversity or skills breadth relevant to a software engineering role. This indicates a significant mismatch with the target role's typical cultural and technical requirements.
Soft Skills & Operational Fit
The candidate's resume highlights strong communication skills, particularly in client-facing and advisory roles. Experience in managing large asset portfolios and working with financial advisors suggests a capacity for responsibility, strategic thinking, and collaboration. However, there is no data to assess operational fit for a software engineering role.