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Alina Theobald

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Alina Theobald

Senior Financial Advisor, Vice President | Merrill Lynch

Florida, Boca Raton, United States

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Alina Theobald

Summary

Alina Theobald is a seasoned Senior Financial Advisor with over 27 years of experience in the financial services industry. She specializes in wealth management, focusing on building deep relationships with clients to create customized financial strategies. Alina's expertise spans portfolio management, banking, and retirement planning, with a particular emphasis on serving busy executives, physicians, and business owners. Her resourceful, client-centric approach ensures that clients are well-prepared for both anticipated and unexpected financial scenarios. A native of Panama and a long-time resident of Florida, Alina holds a Bachelor of Science degree from the University of West Florida and an Associate of Science degree from Panama Canal College. Outside of work, she is actively involved in her community and enjoys traveling and spending time with her family. Alina's conservative growth-oriented perspective helps mitigate risks while capitalizing on market opportunities, making her a trusted advisor in the financial landscape.

General

Specialist

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Alina Theobald

Work Experience

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Senior Financial Advisor, Vice President at

Merrill Lynch

January 1995 - Present

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Alina Theobald

Education

University of West Florida, Bachelor's Degree

January 1985 - January 1987

Panama Canal College, Associate's Degree

January 1983 - January 1985

Frequently Asked Questions about Alina Theobald

What is Alina Theobald email address?

Alina Theobald's primary email address is ****************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Alina Theobald work for?

Alina Theobald is a Senior Financial Advisor, Vice President at Merrill Lynch.

Where Alina Theobald graduated from?

Alina Theobald holds a degree in null from University of West Florida.

How can I directly contact Alina Theobald?

To contact Alina Theobald directly, you can use the email address ****************@ml.com. Complete contact information is available upon registration with Muraena.

Is Alina Theobald an immigrant?

Yes, Alina Theobald is an immigrant and currently based in United States

Who is Alina Theobald?

Alina Theobald is a seasoned Senior Financial Advisor with over 27 years of experience in the financial services industry. She specializes in wealth management, focusing on building deep relationships with clients to create customized financial strategies. Alina's expertise spans portfolio management, banking, and retirement planning, with a particular emphasis on serving busy executives, physicians, and business owners. Her resourceful, client-centric approach ensures that clients are well-prepared for both anticipated and unexpected financial scenarios. A native of Panama and a long-time resident of Florida, Alina holds a Bachelor of Science degree from the University of West Florida and an Associate of Science degree from Panama Canal College. Outside of work, she is actively involved in her community and enjoys traveling and spending time with her family. Alina's conservative growth-oriented perspective helps mitigate risks while capitalizing on market opportunities, making her a trusted advisor in the financial landscape.

Alina`s contact details

mail

****************@ml.com

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