Thomas Heptig
Merrill Lynch
Rockville Centre,
New York
Contact
How to contact
Thomas.R.Heptig@ml.com
Professional Profile
Call Me When
Call when your client needs sophisticated wealth planning or complex lending.
Professions
Wealth Manager
Functional Expertise
Capital markets
Cash management
Charitable giving
Culture
Estate planning
Family business
Finance
Investments
Leadership Development
Lending
Private equity
Trusts
Exit/Transition Planning
Professional Certification
CEPA
Client Industries
Agriculture/Mining
Business Services
Financial Services
Health/Pharma/Biotech
Media and Entertainment
Non-profit
Software/Internet
Telecommunications
Wholesale/Distribution
Chapter information
Membership
Tri-State Individual
Member since
Member for 1 year
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