Racquel Oden is Head of Advisor Strategy & Development for Merrill Lynch Wealth Management. In this role, she leads the training and development of Merrill Lynch’s advisor force of nearly 14,000 advisors, including 3,000 trainees. Ms. Oden defines frameworks for advisor teams to grow through segmentation, and develops strategies to enhance the client experience while continuing to improve the profitability and business growth of Financial Advisors.
The longest-running training program in the industry, in place since 1946, Merrill Lynch’s training program has graduated thousands of financial advisors. The program is designed to build the next generation of advisors focused on a unique understanding of how to work with clients to develop financial plans and strategies that achieve their life goals.
Upon joining Merrill Lynch in 2010, Ms. Oden served as the Head of Global Product Strategy & Business Development where she oversaw the team’s new product business development supporting all channels within Global Wealth & Investment Management.
Before joining Merrill Lynch, Ms. Oden spent over 10 years at UBS in various senior capacities including Head of Product & Services Internal Sales, Managing Director of Client Experience for Banking, and Head of Acquisition integration. Additionally, she served as the Senior Vice President of Client Services and earlier as Chief of Staff for the President of UBS.
Ms. Oden serves on the National Board of Directors for the Thurgood Marshall College Fund, where she chairs the Audit & Finance Committee and is an Executive Board Member for the National Visionary Leadership Project (NVLP).
Additionally, Racquel is a member of the following:
- Executive Leadership Council (ELC)
- Financial Women’s Association (FWA)
- New York Women’s Agenda (NYWA)
- Jack and Jill of America
- Member of Alpha Kappa Alpha Sorority, Inc.
Ms. Oden’s recognition includes:
- NYWA’s Rising Star Award, 2006
- Named Top 100 under 50 by Diversity MBA Magazine, 2008
- Top 100 Black Executives by SAVOY Magazine, 2011 & 2012
- Inducted as a member of the YWCA NY Salute to Women, 2009
- Named Wall Street Tycoon by Wall Street Alphas Foundation, 2010
- Named “Corporate Rock Star” by Essence Magazine, 2010
- Recipient of the United Way Women in Philanthropy honor, 2011
Ms. Oden holds a B.A. in Political Science from James Madison University and an M.B.A. from Hampton University. Ms. Oden is a resident of the North Shore of Long Island, NY, where she lives with her husband and daughter.
Content Featuring Racquel Oden
Building and retaining strong teams is a true strategic imperative at Merrill Lynch. In this HCI Keynote video, Racquel Oden, Managing Director and Head of Advisor of Strategy and Development at Merrill Lynch, shares how this leading financial ...Read more