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Eric Schimpf

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Eric Schimpf

President & Co-Head, Merrill Wealth Management

United States

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Eric Schimpf

Summary

Eric Schimpf is an accomplished leader in the financial services sector, currently serving as President and Co-Head of Merrill Wealth Management. With over 25 years of experience at Merrill, he has played a pivotal role in shaping investment strategies for a diverse clientele. Under his leadership, Merrill oversees a staggering $3.2 trillion in client balances, making it one of the largest wealth management firms globally. Eric's career began as a Financial Advisor, and he has since held various executive roles, showcasing his expertise in asset management and strategic financial planning. He is also dedicated to fostering diversity within the organization, serving as the Executive Sponsor for the Bank of America Black Professionals Group. A graduate of the United States Military Academy at West Point, Eric's military background as an Airborne Ranger adds a unique perspective to his leadership style.

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

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Corporate Experience

Eric Schimpf

Work Experience

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President & Co-Head, Merrill Wealth Management at

Merrill Lynch/Wfc/L. Inc.

March 2023 - Present

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Managing Director at

Merrill Lynch/Wfc/L. Inc.

January 2014 - April 2023

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Global Head of Macquarie Private Wealth at

Macquarie Group

May 2010 - February 2013

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Managing Director at

Merrill Lynch/Wfc/L. Inc.

September 2007 - May 2010

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Director - Vice President at

Merrill Lynch/Wfc/L. Inc.

May 1994 - September 2007

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Eric Schimpf

Education

United States Military Academy, Bachelor Of Science (Bs)

January 1986 - January 1990

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Where Eric Schimpf graduated from?

Eric Schimpf holds a degree in Computer Science from United States Military Academy.

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Who is Eric Schimpf?

Eric Schimpf is an accomplished leader in the financial services sector, currently serving as President and Co-Head of Merrill Wealth Management. With over 25 years of experience at Merrill, he has played a pivotal role in shaping investment strategies for a diverse clientele. Under his leadership, Merrill oversees a staggering $3.2 trillion in client balances, making it one of the largest wealth management firms globally. Eric's career began as a Financial Advisor, and he has since held various executive roles, showcasing his expertise in asset management and strategic financial planning. He is also dedicated to fostering diversity within the organization, serving as the Executive Sponsor for the Bank of America Black Professionals Group. A graduate of the United States Military Academy at West Point, Eric's military background as an Airborne Ranger adds a unique perspective to his leadership style.

Eric`s contact details

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

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