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Jonathan Bik

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Jonathan Bik

Senior Financial Advisor, Vice President | Merrill Lynch

Saint Petersburg, Florida, United States

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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.

General

Specialist

Technical Background

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Jonathan Bik

Work Experience

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Senior Financial Advisor, Vice President at

Merrill Lynch

August 2016 - Present

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Planning & Strategy Analyst at

Raymond James And Associates

May 2014 - August 2016

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Client Finance Associate at

McKinsey & Company Inc

August 2012 - May 2014

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Assurance Specialist at

Pricewaterhousecoopers

November 2010 - August 2012

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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

mail

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

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