Ann Matson
Vice President at Bank of America Merrill Lynch | New York City Metropolitan Area
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Ann Matson is an accomplished Vice President at Bank of America Merrill Lynch, where she plays a pivotal role in the BofA Markets Client Services team, specifically supporting the innovative Mercury platform. With a robust background in the financial services industry, Ann leverages her extensive expertise in risk management and middle office operations to enhance client experiences and streamline processes. Her proficiency in hedge funds, mutual funds, and asset allocation allows her to provide insightful financial analysis that drives strategic decision-making for clients.
In her current role, Ann is instrumental in ensuring seamless communication between various stakeholders, utilizing her superior communication skills to foster collaboration and build strong relationships. She is adept at navigating complex settlement processes and possesses a deep understanding of securities, which enables her to address client inquiries with precision and confidence. Ann's leadership abilities shine through as she guides her team in delivering exceptional service, ensuring that client needs are met promptly and effectively.
Ann's commitment to professional development is evident in her achievement of the Series 7 license, which further solidifies her credibility in the financial sector. Her experience with Bloomberg and other financial tools enhances her capability to analyze market trends and provide clients with timely insights. As she continues to contribute to the success of the Mercury platform, Ann Matson remains a key asset to Bank of America Merrill Lynch, consistently driving excellence in client services and risk management within the dynamic landscape of financial markets.
Vice President at Bank of America Merrill Lynch in January 1992 to Present
Executive Assistant at Dean Witter in April 1988 to May 1990
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Attention To Detail
Superior Communication skills
Team Leadership
Fixed Income
Bloomberg
Series 7
Settlement
Equities
Risk Management
Securities
Series 63
Financial Analysis
Hedge Funds
Mutual Funds
Business Analysis
Asset Allocation
Middle Office
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Discover more about Bank of America Merrill LynchWhat is Ann Matson email address?
Email Ann Matson at [email protected] and [email protected]. This email is the most updated Ann Matson email found in 2026.
What is Ann Matson phone number?
Ann Matson phone number is +19174536525 and +18568819407.
How to contact Ann Matson?
To contact Ann Matson send an email to [email protected] or [email protected]. If you want to call Ann Matson try calling on +19174536525 and +18568819407. (updated on October 31, 2024)
What company does Ann Matson work for?
Ann Matson works for Bank of America Merrill Lynch
What is Ann Matson's role at Bank of America Merrill Lynch?
Ann Matson is Vice President
What industry does Ann Matson work in?
Ann Matson works in the Financial Services industry.
Ann Matson Email Addresses
Ann Matson Phone Numbers
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