Brenda Dolan
Senior Vice President at Merrill Lynch
New York City Metropolitan Area United States
Summary
👤
Senior🎓
Top SchoolBrenda Dolan is a Senior Vice President at Bank of America Merrill Lynch with over a decade of experience designing financial and estate planning solutions for ultra-high-net-worth families. She combines deep technical understanding of trust and fiduciary services with hands-on client engagement—running client meetings, coordinating with advisors and attorneys, and translating complex estate documents into actionable plans. Her career progressed from analyst rotations and global business strategy work to leading wealth strategy and trust initiatives, giving her rare fluency across operations, product testing, and advisor education. Based in the New York City area, she is known for maximizing tax efficiency and crafting values-based wealth transfer and charitable planning strategies. An understated strength is her background in systems testing and process automation, which informs her focus on scalable, audit-ready planning solutions.
10 years of coding experience
Bachelor of Science (BS), Finance, General, Bachelor of Science (BS), Finance, General at Penn State University
Github Skills (8)
model-driven10
to-do10
julia9
data-visualization8
arm8
python8
data-model7
viewer4
Programming languages (2)
Github contributions (5)
bdolan44/CSU_RadarTools
Jul 2015 - Jan 2024
A module of independent functions to do precipitation retrievals from polarimetric radar data
Contributions:1 PR, 29 pushes, 6 branches in 8 years 7 months
precipitationradarindependentto-doradar-data
bdolan44/iPOLARRIS
May 2017 - Jan 2021
Contributions:213 commits, 6 pushes, 8 branches in 3 years 9 months
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