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Juan Jimenez-ullate
Juan Jimenez-ullate
Financial Consultant | Merrill Lynch
Florida, Miami, United States
Juan Jimenez-ullate
Summary
Juan Jimenez-Ullate is a seasoned financial services professional with over 26 years of experience, currently serving as a Senior Vice President and International Wealth Advisor at Merrill Lynch. His career began at the Chicago Mercantile Exchange, leading him to pivotal roles at AG Edwards & Sons and Banc of America. Juan specializes in wealth management and asset planning, particularly for cross-border clients, leveraging his expertise to foster long-term relationships with families and business owners. He holds an MBA and a Bachelor's degree in International Business, along with multiple financial certifications including the Accredited Asset Management Specialist designation. Residing in Miami since 2002, Juan is not only passionate about finance but also enjoys art, cooking, and supporting music education through his involvement with the New World Symphony. He balances his professional life with family time, enjoying outdoor activities like skiing whenever possible.
Juan Jimenez-ullate
Work Experience
International Wealth Management Advisor, Senior Vice President at
Merrill Lynch
August 2006 - Present
Juan Jimenez-ullate
Education
Keller Graduate School of Management, Masters of Business Administration, MBA
January 1996 - January 1999
Saint Louis University, Bachelor's Degree
January 1989 - January 1993
Frequently Asked Questions about Juan Jimenez-ullate
What company does Juan Jimenez-ullate work for?
Juan Jimenez-ullate is a Financial Consultant at Merrill Lynch.
Where Juan Jimenez-ullate graduated from?
Juan Jimenez-ullate holds a degree in null from Keller Graduate School of Management.
Is Juan Jimenez-ullate an immigrant?
Yes, Juan Jimenez-ullate is an immigrant and currently based in United States
Who is Juan Jimenez-ullate?
Juan Jimenez-Ullate is a seasoned financial services professional with over 26 years of experience, currently serving as a Senior Vice President and International Wealth Advisor at Merrill Lynch. His career began at the Chicago Mercantile Exchange, leading him to pivotal roles at AG Edwards & Sons and Banc of America. Juan specializes in wealth management and asset planning, particularly for cross-border clients, leveraging his expertise to foster long-term relationships with families and business owners. He holds an MBA and a Bachelor's degree in International Business, along with multiple financial certifications including the Accredited Asset Management Specialist designation. Residing in Miami since 2002, Juan is not only passionate about finance but also enjoys art, cooking, and supporting music education through his involvement with the New World Symphony. He balances his professional life with family time, enjoying outdoor activities like skiing whenever possible.
Juan`s contact details
Colleagues
Vice President
Director of Software Support Services
Wealth Management Advisor, Senior Vice President
Senior Financial Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Wealth Management Advisor, Vice President
Private Client Advisor
Wealth Management Advisor, Senior Vice President
VP
Management Trainee/Acting as Branch Manager