Erin Helms resumes & CV records
Resumes
Marketing Manager, Wealth Management And Trust
Location:
803 Oak Knoll Dr, Lake Forest, IL 60045
Industry:
Financial Services
Work:
Midland States Bank
Marketing Manager, Wealth Management and Trust Various Companies Oct 2018 - Nov 2019
Marketing and Communications Consultant Merrill Lynch Sep 2009 - Jul 2011
Project Manager and Vice President Merrill Lynch Nov 2007 - Sep 2009
Vice President Merrill Lynch Jan 2006 - Nov 2007
Assistant Vice President Merrill Lynch Jul 2004 - Jan 2006
Supervisor and Senior Specialist Merrill Lynch Jun 2003 - Nov 2004
Staff Assistant Merrill Lynch Jun 2002 - Jun 2003
Assistant Supervisor Merrill Lynch Jun 2001 - Jun 2002
Senior Associate Merrill Lynch Jan 2001 - Jun 2001
Service Associate
Marketing Manager, Wealth Management and Trust Various Companies Oct 2018 - Nov 2019
Marketing and Communications Consultant Merrill Lynch Sep 2009 - Jul 2011
Project Manager and Vice President Merrill Lynch Nov 2007 - Sep 2009
Vice President Merrill Lynch Jan 2006 - Nov 2007
Assistant Vice President Merrill Lynch Jul 2004 - Jan 2006
Supervisor and Senior Specialist Merrill Lynch Jun 2003 - Nov 2004
Staff Assistant Merrill Lynch Jun 2002 - Jun 2003
Assistant Supervisor Merrill Lynch Jun 2001 - Jun 2002
Senior Associate Merrill Lynch Jan 2001 - Jun 2001
Service Associate
Education:
University of Florida 1997 - 2000
Bachelors, Bachelor of Science In Business Administration, Marketing Paul Vi High School 1993 - 1997
Bachelors, Bachelor of Science In Business Administration, Marketing Paul Vi High School 1993 - 1997
Skills:
Finra, Leadership, Management, Series 7, Wealth Management, Portfolio Management, Financial Analysis, Strategic Planning, Project Management, Financial Services, Marketing, Customer Service, Microsoft Powerpoint, Microsoft Excel, Change Management, Business Communications, Business Process Improvement, Cross Functional Team Leadership, Data Analysis, Philanthropy, People Management
Erin Helms
Erin Helms
Erin Helms