Sandy Bolton is a Managing Director for Merrill Lynch, where she leads the Investment Solutions team in the Managed Solutions Group. Sandy is responsible for delivering the firms investment solutions offerings including domestic and offshore mutual funds, exchange traded products, and third party solutions. She has overall responsibility for providing investment solutions for all platforms and distribution channels across Bank of America Merrill Lynch, including Merrill Lynch One, US Trust, and Merrill Edge. She also has responsibility for Investment Strategy and Oversight for financial advisor directed programs.\nSandy began her career 25 years ago at Merrill Lynch, before spending time in various investment product management, marketing and consulting roles at TD Ameritrade, Goldman Sachs Asset Management and Morgan Stanley. Prior to re-joining Merrill Lynch, Sandy was a Managing Director at Pershing LLC, a BNY Mellon company, where she was head of Investment Solutions, responsible for mutual funds, ETFs, alternative investments and 529 plans.\nSandy earned her B.S. from The College of New Jersey and her MBA from Fairleigh Dickinson University. She also received the SIFMA\/Wharton certification from the Securities Industry Institute Executive Education program. Sandy lives in Robbinsville New Jersey with her husband Bill and children Paige, Sara and Keith.
Like what you see? Make sure you're getting it all
Employee Benefit Adviser is the information resource for employee benefit advisers, brokers, agents and consultants.