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February 6 - 9, 2020 | Orlando

Rob DeJesus

speaker photo MARKETS

Head of Self Directed Sales and Relationship Management

Merrill Edge

Rob DeJesus, head of Merrill Edge Sales & GWIM Integration, is responsible for Merrill Edge's online investing and trading platform, self-directed sales and relationship management. He and his team are focused on driving acquisition, deepening relationships and educating clients on the breadth of Bank of America banking and Merrill Edge investing solutions. Mr. DeJesus joined Merrill Edge from Citi in 2011, where he spent five years and was director of the National Investment Center including the design, build out, and management of daily operations. Prior to joining Citi, he spent 12 years at TD Ameritrade, where he held positions across sales, service, operations, risk, and strategic initiatives. Mr. DeJesus holds Series 7, 63, 65, 24, 9 and 10 FINRA registrations.

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation (BofA Corp.).

Merrill Edge® is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp. Investment products are not FDIC insured, are not bank guaranteed, and may lose value.



Speaker Schedule

Sponsor Welcome Remarks
February 7, 2019, 3:20 pm - 3:25 pm EST

Focus: STRATEGIES