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Paula-Rae Camille Stinson
Financial Advisor , Bank of America/Merrill Lynch
Location: Milner, GA United States
Joined: May 7th, 2020

About (request update)

Education (request update)

Xavier University of Louisiana class of 2002

Undergrad Major: Sociology

University of Dallas class of 2020

Grad Major: Business Administration

Experience

I currently work with Bank of America/Merrill Lynch as Financial Advisor
I have years of experience working in the Financial Services industry.

Financial Advisor | Bank of America/Merrill Lynch
From November 2021 to Current • 5 year(s)
Delivered goals-based financial planning and wealth strategies, maintained client relationships, and provided customized investment solutions while ensuring compliance with all guidelines.

Commercial Business Analyst | BMO Financial Group
From October 2016 to January 2020 • 4 year(s)
Ensured regulatory compliance, collaborated with Risk Analysis and Operations teams, and maintained over 90% compliance rate while facilitating business-IT communications.

Senior Credit Analyst | GE Capital
From October 2014 to October 2016 • 2 year(s)
Monitored client financial and compliance reviews, performed credit analyses, and assessed credit worthiness through investigative findings and database research.

Funding Analyst | Santander
From April 2013 to October 2014 • 1 year(s)
Managed customer file queues for credit eligibility verification, prepared security documentation, and facilitated final funding approvals while ensuring compliance.

Wealth Management Analyst | TD Ameritrade
From November 2012 to February 2013 • 1 year(s)
Recommended investment products matching client profiles, processed cash management transactions, and ensured accurate transaction processing while minimizing risk.

Trader/Financial Representative | Fidelity Investments
From June 2007 to September 2009 • 2 year(s)
Assisted customers with trades and portfolio reviews, discussed guidance offerings with clients, and generated trading leads for sales teams.

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