February 4 - 6, 2021 | Orlando

Rob DeJesus

speaker photo MARKETS

Relationship Management Executive

Merrill Edge

Rob DeJesus is the Merrill Edge Relationship Management Executive for Bank of America's Consumer Investments division, where he is responsible for the online investing and trading platform, self-directed sales and relationship management.

In this role, Rob leads a team focused on driving acquisition, deepening relationships and educating clients on the breadth of Bank of America banking and Merrill investing solutions. Rob and his team focus on growing Merrill Edge's self-directed channel by gaining a deeper understanding of client needs and offering tailored investment solutions that will help clients achieve their personal financial objectives.
Rob joined the organization from Smith Barney/Citi in 2011, where he spent five years as the director of the National Investment Center. His responsibilities included the design, build out and management of daily operations. He was also responsible for the infrastructure of the telephony environment and helping to drive the conversion of the brokerage platform to a third party provider after Morgan Stanley's acquisition of Smith Barney. Prior to that, Rob spent 12 years at TD Ameritrade, where he held positions across sales, service, operations, risk and strategic initiatives.

Rob serves on the Executive Advisory Board for the Hispanic/Latino Organization for Leadership and Advancement (HOLA NY). He holds FINRA Series 7, 63, 65, 24, 9 and 10 licenses.

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