Eli Weissman Email & Phone Number
President @ Advocate Wealth
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Eli Weissman Location
- Washington, DC, US
Eli Weissman Work
- 2024 - now President @
- 2022 - 2024 Senior Private Wealth Advisor @
- 2021 - 2022 CERTIFIED FINANCIAL PLANNER™ Professional, Certified Private Wealth Advisor®, The Atlantic Group @
- 2016 - 2021 CERTIFIED FINANCIAL PLANNER™ Professional, Certified Private Wealth Advisor®, The Atlantic Group @
- 2014 - 2016 Wealth Management Advisor, Private Client Group @
- 2011 - 2012 Principal and Owner @ Weissman Federal Strategies
- 2004 - 2009 Director of Government Affairs @
- 1999 - 2004 Federal Policy Manager @
- 1998 - 1999 Office of Congressman Frank Pallone, Jr., Knauss Sea Grant Policy Fellow @
Eli Weissman Education
- University of Chicago
Executive Education: Investments & Wealth Institute - Certified Private Wealth Advisor® Program
- Georgetown University
Executive Certificate in Financial Planning
- University of Washington
Master of Marine Affairs
- University of Vermont
Bachelor of Science
- Williams College
- University of Washington
Foster School of Business
Eli Weissman Skills
- Baby Blessings
- Series 7
- Securities
- Boli
- Acats
- Politics
- Networking
- Strategic Negotiations
- Investments
- Risk Management
- Financial Analysis
- Retirement Planning
- Wealth Management
- Financial Planning
- Budgets
Eli Weissman Summary
- Eli Weissman, based in Washington, DC, US, is currently a President at Advocate Wealth. Eli Weissman brings experience from previous roles at Spire Investment Partners, LLC., Truist Wealth, The Atlantic Group of BB&T Scott & Stringfellow and Alexandria Capital | A Hightower Company. Eli Weissman holds a Executive Education: Investments & Wealth Institute - Certified Private Wealth Advisor® Program @ University of Chicago. With a robust skill set that includes Baby Blessings, Series 7, Securities, Boli, Acats and more. Eli Weissman has 1 mobile phone numbers on RocketReach.
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Eli Weissman
President
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