Speaker Bio: Yaniv Rubina, Bank of America Merrill Lynch
As a member of the Global Corporate & Institutional Advisory Services Team, Yaniv focuses on the development, marketing and relationship oversight of Merrill Lynch’s Human Capital Services and suite of Executive Services. This includes full outsourcing solutions for Equity Plans, 401(k), NQDC, DB, Corporate 529, Healthcare Savings, 10b5-1 trading plans and related services.
Yaniv has been with Merrill Lynch for 12 years and has prior experience in 401(k), Equity Plan administration and call center management. He is a Certified Plan Fiduciary Advisor with A B.S. in Finance from Florida State University and an MBA with Emphasis in Leadership from Jacksonville University. Yaniv holds the Series 7, 66, 24, 9 & 10 and holds a certificate in Financial Gerontology & Financial Longevity from University of Southern California Davis School of Gerontology.