Eric Barrios Email & Phone Number
Group Director - Investments, VP
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Eric Barrios Location
- New York, NY, US
Eric Barrios Work
- 2023 - now Senior Wealth Advisor @
- 2012 - now Group Director - Investments, VP @ Signature Securities Group
- 2001 - 2012 Branch Manager, VP @
- 1999 - 2001 CFA @
Eric Barrios Education
- Nassau Community College
Eric Barrios Skills
- Personal Financial Planning
- Estate Planning
- Investments
- Insurance
- Commercial Banking
- Series 7
- Series 63
- Series 65
- Retirement Planning
- Mutual Funds
- Portfolio Management
- Asset Management
- Cash Management
- Corporate Finance
- Relationship Management
- Management
- Life & Health Insurance Licenses
- Trade Finance
- Investment Advisory
- Wealth Management
- Financial Services
- Financial Advisory
- Securities
- Mortgage Lending
- Retail Banking
- Loans
- Wealth
- Leadership Skills
- Planning
- Independent Thinking
- Data Entry
- Communication Skills
- Exceptional organization
- Microsoft Office
- Interpersonal Abilities
- Multitasking
- Training
- Customer Service
- Regulatory Compliance
- QuickBooks
- Cash Handling
- Teamwork
- Computer Literacy
- Easily Adaptable
- Life and Health Insurance Licenses
- Creative Problem Solving
Eric Barrios Summary
- Eric Barrios, based in New York, NY, US, is currently a Group Director - Investments, VP at Signature Securities Group. Eric Barrios brings experience from previous roles at Citi and HSBC. Eric Barrios holds a Nassau Community College. With a robust skill set that includes Personal Financial Planning, Estate Planning, Investments, Insurance, Commercial Banking and more. Eric Barrios has 2 emails and 2 mobile phone numbers on RocketReach.
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