Erin M. is an experienced professional in digital wealth management, currently serving as a Digital Specialist at Merrill Lynch since March 2012. In this role, Erin M. collaborates with an internal technology training team to enhance the efficiency of Merrill Lynch Financial Advisors, Client Associates, and Office Management Team members by evaluating workflows and implementing new tools. Additionally, Erin M. has been a Manager of the Digital Specialist Team at FactSet since January 2019, focusing on Financial Advisor workflow and adoption training. Previously, Erin M. worked at Thomson Reuters, also with a focus on Financial Advisor workflow, and held positions at Ameriprise Financial, Rowlette, Inc., and The Primary Group, demonstrating a strong background in training, recruiting, and development within the financial services industry.
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