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Aams™ Juan Jimenez-Ullate

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Aams™ Juan Jimenez-Ullate

International Wealth Management Advisor, Senior Vice President | Merrill Lynch

Miami, Florida, United States

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Aams™ Juan Jimenez-Ullate

Summary

Aams™ Juan Jimenez-Ullate is a seasoned financial services professional with over 26 years of experience, currently serving as Senior Vice President and International Wealth Advisor at Merrill Lynch Wealth Management. His career began at the CME, and he has since built a robust expertise in wealth management, focusing on cross-border clients and multi-generational wealth planning. Aams™ holds both a Bachelor's degree in International Business and an MBA, along with multiple financial certifications including the AAMS designation. Residing in Miami, he is deeply involved in the local arts community and enjoys cultural activities, travel, and spending time with his family. His unique background from Zaragoza, Spain, enriches his understanding of diverse client needs in the international market.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Aams™ Juan Jimenez-Ullate

Work Experience

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International Wealth Management Advisor, Senior Vice President at

Merrill Lynch

August 2006 - Present

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Financial Advisor at

BANC OF AMERICA INVESTMENT SERVICES INC

June 2004 - August 2006

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Financial Consultant at

A.G. Edwards & Sons, Inc.

April 2001 - June 2004

Aams™ Juan Jimenez-Ullate

Education

Keller Graduate School of Management- MBA, Masters Of Business Administration, Mba

January 1996 - January 1999

Saint Louis University, Bachelor's Degree

January 1989 - January 1993

Frequently Asked Questions about Aams™ Juan Jimenez-Ullate

What company does Aams™ Juan Jimenez-Ullate work for?

Aams™ Juan Jimenez-Ullate is a International Wealth Management Advisor, Senior Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Aams™ Juan Jimenez-Ullate graduated from?

Aams™ Juan Jimenez-Ullate holds a degree in from Keller Graduate School of Management- MBA.

Is Aams™ Juan Jimenez-Ullate an immigrant?

Yes, Aams™ Juan Jimenez-Ullate is an immigrant and currently based in United States

Who is Aams™ Juan Jimenez-Ullate?

Aams™ Juan Jimenez-Ullate is a seasoned financial services professional with over 26 years of experience, currently serving as Senior Vice President and International Wealth Advisor at Merrill Lynch Wealth Management. His career began at the CME, and he has since built a robust expertise in wealth management, focusing on cross-border clients and multi-generational wealth planning. Aams™ holds both a Bachelor's degree in International Business and an MBA, along with multiple financial certifications including the AAMS designation. Residing in Miami, he is deeply involved in the local arts community and enjoys cultural activities, travel, and spending time with his family. His unique background from Zaragoza, Spain, enriches his understanding of diverse client needs in the international market.

Aams™`s contact details

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