Linda Houston is a Bates expert with deep experience in suitability and wrongful termination issues. Ms. Houston has nearly 20 years of leadership experience at Merrill Lynch (1999-2017) with various roles including extensive recruiting of Financial Advisors. She has hired under the known Broker Protocol agreements and was instrumental in training Market Executives nationwide on recruiting practices. Linda has made over 100 recruit hires in her tenure as a Market / Managing Director and her involvement included initial recruit discussions, proper transitions under broker protocol, financial transition packages, deferred compensation and incentive compensation. Her in depth and personal knowledge of recruiting practices across the industry would allow her to be a valuable resource for firms looking for such knowledge.
Bank of America/Merrill Lynch, Managing Director/Division Executive, 2011-2017
Bank of America/Merrill Lynch, Head of Global Wealth and Investment Management Diversity and Inclusion (D&I) Council, 2011-2017
Bank of America/Merrill Lynch, New Jersey Regional Managing Director, 2010-2011
Bank of America/Merrill Lynch, National Marketing and Sales Manager, 2008-2009
Bank of America/Merrill Lynch, Managing Director/Market Executive, 1999-2008
Southern Illinois University, Bachelor of Arts
Harvard Business School, Women’s Executive Business Leadership Program
Keenan Flagler School of Business University of North Carolina, Women’s Executive Leadership Development Program
Women of Merit Award, Baruch College Zicklin School of Business, New York City
Women of FIRE Award, Top Female recognition in North East for Financial Institution, Real Estate professionals
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