Subject matter experts

Debra Greenberg

Director, Personal Retirement Solutions Group
Bank of America Merrill Lynch
Pennington, NJ

Bill Hunter

Head of Strategy, Retirement Client Experience
Bank of America Merrill Lynch
Boston, MA

Ben Storey

Director of Retirement & Personal Wealth Solutions
Bank of America Merrill Lynch
Jacksonville, FL

Richard Polimeni

Director, Education Savings Programs
Merrill Lynch
Pennington, NJ

Judith Anderson

Senior Vice President, Retirement & Personal Wealth Solutions
Merrill Lynch
Boston, MA

Nick Giorgi

Investment Strategist, Chief Investment Office
Bank of America Merrill Lynch
New York, NY

Vinay Navani

Shareholder
Wilkin & Guttenplan, P.C.
East Brunswick, NJ

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