Eric Azevedo Email & Phone Number
Managing Director – Investments @ Sapphire Wealth Management
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Eric Azevedo Location
- Eagle Mountain, UT, US
Eric Azevedo Work
- 2024 -now Managing Director – Investments @
- 2021 -2024 Client Services Manager @
- 2021 -2021 Sr. Registered Client Associate @
- 2018 -2021 Registered Client Associate @
- 2017 -2018 Financial Advisor @
- 2013 -2017 Financial Counselor @
- 2013 -2017 Mentor and Adviser and Instructor @
- 2012 -2012 United Arab Emirates Presidential Guard Armor Advisor @
- 2010 -2012 Leadership Development and Mid-Level Management @
- 2007 -2010 Maneuver Senior Leaders Course Instructor @
- 2004 -2007 Conflict Management and Leadership Development @
- 2001 -2004 Marine Corps Security Force Cadre @
Eric Azevedo Education
- University of Maryland Global Campus
Bachelor of Science (BS) (Finance, General)
2010-2016 - University of Maryland University College
Certified Financial Planner course work (Financial Planning and Services)
2014-2016 - Marine Corps University
(Senior Leadership Development, Organizational Leadership, 8 weeks in-residence)
2013-2013 - University of Maryland University College
Associate's degree (General Studies)
2010-2013 - Marine Corps University
(Mid-Management Leadership Program, Organizational Leadership, 8 weeks in-residence)
2008-2008 - Army Non-Commissioned Officers Academy
(Senior Management and Technical Specialty Program, Organizational Leadership, 11-weeks in-residence)
2007-2007
Eric Azevedo Skills
- Leadership
- Team Building
- Weapons
- Operational Planning
- Financial Planning
- Finacial Management
- Small Group Instruction
- Data Analysis
- Military Training
- Combatives
- Counterterrorism
- Finance
- Series 66
- Financial Services
- Microsoft Office
- Instructor Led Training
- MS Excel Pivot Tables
- Force Protection
- Infantry Tactics
- Microsoft Excel
- Military Experience
- Leadership Development
- Small Unit Leadership
- Training
- Managerial Skills
- Military
- Investment Planning
- Security Clearance
- Personal Financial Planning
- Military Operations
- Management
- Organizational Leadership
- DoD
- Combat
- Series 7
- Tactics
Eric Azevedo Summary
- Eric Azevedo, based in Eagle Mountain, UT, US, is currently a Managing Director – Investments at Sapphire Wealth Management. Eric Azevedo brings experience from previous roles at Wells Fargo Advisors and Edward Jones. Eric Azevedo holds a 2010 - 2016 Bachelor of Science (BS) in Finance, General @ University of Maryland Global Campus. With a robust skill set that includes Leadership, Team Building, Weapons, Operational Planning, Financial Planning and more. Eric Azevedo has 2 mobile phone numbers on RocketReach.
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