ALBANY, NY

The financial advisors in our branch office have one primary goal: to help affluent, high-net-worth and ultra-high-net-worth households and business owners pursue their financial goals. Pursuing those goals can require a sizeable team of financial professionals, led by an experienced Market Executive who is also responsible for hiring experienced advisors and career-changing recruits. The Market Executive in your branch helps to support advisor efforts through innovative planning, active leadership, and exceptional service.

The Office Management Team (OMT) from the Albany Branch collaborates on executing strategic initiatives in the market: The administrative manager team has a primary objective of managing risk, reputational and financial exposure for each advisor and the firm; the client relationship management team addresses all components of the client service experience while driving operational excellence; and the executive team adds its experience in providing the tools, training and support that are essential to the needs of the business and clients.

Marianne has been with Bank of America/Merrill Lynch Wealth Management for 34 years.

One of the things that helps make Merrill Lynch Wealth Management a desired destination for high-achieving individuals and experienced financial advisors in  is the Office Management Team (OMT). OMT offers a culture of providing expansive resources and training to advisor teams and career-changers; encouraging them to use new and innovative business strategies; providing an efficient management structure and a dedicated effort to manage risk. We believe that outstanding local leadership— which usually includes a Market Executive, Division Executive, business and operations support teams, and relationship and administrative managers—is a major reason why many advisors have found success in the  Branch.

Dan has been with Merrill for 11 years.

The Office Management Team is helping create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other.

Mar has been with Merrill Lynch Wealth Management since 2019.

Local leadership in the form of Merrill Lynch Wealth Management’s NY Capital Central Office Management Team (OMT) is empowered to proactively support you. If you’re in need of another perspective or idea to offer a prospect or client, the Market Executive or Resident Director team can help you with marketing concepts. If you want to manage risk and financial exposure, you can look to the OMT’s administrative manager for compliance with industry regulations. If your goal is to enhance the client experience, you’ll find the relationship manager can deliver, analyze and address all the components of the client service experience. The focused knowledge and experience of the OMT managers can help you increase productivity and maximize your potential.

Jen has been with Merrill for 21 years.

The Client Relationship Manager and Administrative Manager function as members of the market leadership team. Collectively, they are responsible for ensuring robust supervision is conducted, and ensuring solutions around client needs and concerns are managed in alignment with client goals.

Kat has been with Bank of America/Merrill Lynch Wealth Management since 2021.

Administrative Assistant III

Michele supports all Market Supervision Managers, Mar Anthony, Daniel Galvin, Erika Sammons, and  Marianne Naughton. She has been with Bank of America/Merrill Lynch Wealth Management for 29 years.

Market Executive Assistant

Nicole supports the Market Executive, Dave Cornell for the NY Capital Central Market. She started with Merrill Lynch Wealth Management in September 2019.