A former Senior Vice President and International Financial Advisor with the offices of Merrill Lynch in White Plains, New York, Josette Greechan earned her Certified Financial Planner designation in 2002, her Certified Financial Manager designation in 1998, and both her National Association of Securities Dealers brokerage license and New York State life insurance license in 1987. She embarked on her career in the financial services industry in the mid-1970s as a Lending Officer with Chase Manhattan Bank in New York. Josette Greechan was the first female Lending Officer in the history of both the Chinatown branch in New York City and the Mt. Vernon, New York, branch.
Employed by Merrill Lynch for nearly three decades, Ms. Greechan performed a range of investment and business planning functions for both domestic and international clients. By the time she parted ways with Merrill Lynch in 2016, she was managing combined assets in excess of $300 million.
