Eric Dexter Email & Phone Number
Managing Director - Client Advisor @ Alex. Brown, a Division of Raymond James
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Eric Dexter Location
- Portland, ME, US
Eric Dexter Work
- 2019 -now Managing Director - Client Advisor @
- 1995 -2019 Managing Director - Investments - Fundamental Choice Portfolio Manager @ The Dexter Group of Wells Fargo Advisors
- 2007 -2008 Senior Vice President - Investment Officer @ Wachovia Securities, LLC
- 1995 -2007 Vice President - Investments, Financial Consultant @ A.G. Edwards
- 1989 -1993 Student @ Ithaca College
Eric Dexter Education
- College for Financial Planning
AAMS® ( Accredited Asset Management Specialist Designation™)
2000-2001 - Ithaca College
Bachelor of Arts ( Psychology)
1989-1993
Eric Dexter Skills
- Investments
- Retirement Planning
- Asset Allocation
- Investment Strategies
- Retirement
- Finance
- Estate Planning
- Management
- Financial Analysis
- Mutual Funds
- Insurance
- Financial Services
- Mergers & Acquisitions
- Wealth Management
- Portfolio Management
- Leadership
- Public Speaking
- Wealth Preservation Planning
- Sales
- Business Development
- Portfolio Analysis
- Strategic Planning
- Mergers and Acquisitions
- Estate Planning Strategies
Eric Dexter Summary
- Eric Dexter, based in Portland, ME, US, is currently a Managing Director - Client Advisor at Alex. Brown, a Division of Raymond James. Eric Dexter brings experience from previous roles at The Dexter Group of Wells Fargo Advisors, Wachovia Securities, LLC, A.G. Edwards and Ithaca College. Eric Dexter holds a 2000 - 2001 AAMS® in Accredited Asset Management Specialist Designation™ @ College for Financial Planning. With a robust skill set that includes Investments, Retirement Planning, Asset Allocation, Investment Strategies, Retirement and more. Eric Dexter has 2 emails and 1 mobile phone numbers on RocketReach.
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