Vishal Bakshi, Jayne Finst, David A. Greene

Adviser/team AUM $1,000,000
Firm joining Bank of America Merrill Lynch
Firm leaving Credit Suisse Wealth Services
Adviser(s) location New York, NY
Date May 24, 2013

Latest Moves to Bank of America Merrill Lynch

Adviser(s) Date
Dale E. ReedMay 24, 2013
Lynn BrandenburgMay 24, 2013
Ruggero Borletti, Sabrina PrasilMay 24, 2013

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