Eric Email & Phone Number

First Vice President and Wealth Manager @ Cetera Investment Services LLC

5 free lookup(s).

Eric Location

Pasadena, CA, US

Eric Work

2022 - now First Vice President and Wealth Manager @ Cetera Investment Services LLC
2022 - now First Vice President and Private Client Manager @ East West Bank
2019 - 2022 Wealth Management Advisor @ U.S. Bancorp Investments, Inc.
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2016 - 2019 Premier Relationship Advisor V.P @ HSBC Securities (USA)
2005 - 2016 Senior Regional Bank Private Banker @ Wells Fargo
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Eric Education

Cannon Trust School
Honor Graduate (Estate Planning)
2016 - 2016
University of California, Riverside
Bachelor of Business Administration (B.B.A.) (Finance, General)
2002 - 2005

Eric Skills

ITIL
Disaster Recovery
Data Center

Active Directory
VMware
Virtualization
Windows Server
Infrastructure
System Administration
Windows

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Eric Summary

Eric, based in Pasadena, CA, US, is currently a First Vice President and Wealth Manager at Cetera Investment Services LLC. Eric brings experience from previous roles at East West Bank, U.S. Bancorp Investments, Inc., HSBC Securities (USA) and 富國銀行. Eric holds a 2016 - 2016 Honor Graduate in Estate Planning @ Cannon Trust School. With a robust skill set that includes ITIL, Disaster Recovery, Data Center, Active Directory, VMware and more. Eric has 2 emails and 1 mobile phone numbers on RocketReach.

Eric Emails

Found 2 emails

Eric Phone Numbers

Found 5 phone numbers

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Eric ~

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