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James Atwood

VP, Supervision Manager, Merrill
San Diego, California, United States
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
Summarize James Atwood’s background before I meet with them

James Atwood

VP, Supervision Manager, Merrill
San Diego, California, United States
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James Atwood is a seasoned VP and Supervision Manager at Bank of America Merrill Lynch. With an MBA in Business Administration from the University of Phoenix and a BA in Economics & History from the University of California, San Diego, he assists advisors in mastering internal processes and the ever-evolving financial services industry. Furthermore, transparency with expenses and fees is of paramount importance to him. Along with his professional endeavors, he is also passionate about supporting the Southern Caregivers Resource Center, a local charity. Before his tenure at Bank of America Merrill Lynch, James held various management and administrative roles at firms such as La Jolla Park Villas Homeowners Association, Madison Avenue Securities, Merrill Lynch, Banc of America Investment Services, and TD Waterhouse.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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This public profile is provided courtesy of Clay. All information found here is in the public domain.