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Jonathan Bik
Jonathan Bik
Senior Financial Advisor, Vice President | Merrill Lynch
Saint Petersburg, Florida, United States
Jonathan Bik
Summary
Jonathan Bik is a seasoned Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in creating tailored wealth management strategies for clients and their families. With a strong background in finance, he has honed his skills in retirement planning, tax minimization, and portfolio strategy. Jonathan's journey includes significant roles at renowned firms such as Raymond James and McKinsey, where he gained valuable insights into financial analysis and consulting. He holds an MBA from Saint Leo University and a Bachelor's degree from the University of Kentucky. Jonathan is known for his personalized approach to client service, ensuring that each financial plan aligns with the unique values and goals of his clients. Outside of work, he is likely to engage in community activities, reflecting his commitment to both professional excellence and social responsibility.
Jonathan Bik
Work Experience
Senior Financial Advisor, Vice President at
Merrill Lynch
August 2016 - Present
Planning & Strategy Analyst at
Raymond James And Associates
May 2014 - August 2016
Client Finance Associate at
McKinsey & Company Inc
August 2012 - May 2014
Assurance Specialist at
Pricewaterhousecoopers
November 2010 - August 2012
Jonathan Bik
Education
Saint Leo college, Masters Of Business Administration, Mba
January 2013 - January 2016
University of Kentucky, Bachelor's Degree
January 2005 - January 2010
Frequently Asked Questions about Jonathan Bik
What is Jonathan Bik email address?
Jonathan Bik'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 Jonathan Bik work for?
Jonathan Bik is a Senior Financial Advisor, Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.
Where Jonathan Bik graduated from?
Jonathan Bik holds a degree in from Saint Leo college.
How can I directly contact Jonathan Bik?
To contact Jonathan Bik directly, you can use the email address ************@ml.com. Complete contact information is available upon registration with Muraena.
Who is Jonathan Bik?
Jonathan Bik is a seasoned Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in creating tailored wealth management strategies for clients and their families. With a strong background in finance, he has honed his skills in retirement planning, tax minimization, and portfolio strategy. Jonathan's journey includes significant roles at renowned firms such as Raymond James and McKinsey, where he gained valuable insights into financial analysis and consulting. He holds an MBA from Saint Leo University and a Bachelor's degree from the University of Kentucky. Jonathan is known for his personalized approach to client service, ensuring that each financial plan aligns with the unique values and goals of his clients. Outside of work, he is likely to engage in community activities, reflecting his commitment to both professional excellence and social responsibility.
Jonathan`s contact details
************@ml.com
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