Eric Email & Phone Number
First Vice President and Wealth Manager
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Eric Location
- Pasadena, CA, US
Eric Work
- First Vice President and Wealth Manager @ Cetera Investment Services LLC (September 2022 - Present)
- First Vice President and Private Client Manager @ (September 2022 - Present)
- Wealth Management Advisor @ (June 2019 - September 2022)
- Premier Relationship Advisor V.P @ HSBC Securities (USA) (November 2016 - June 2019)
- Senior Regional Bank Private Banker @ (October 2005 - October 2016)
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
- CCNA
- Help Desk Support
- Investment Banking
- Citrix
- DNS
- Windows 7
- DHCP
- Group Policy
- Servers
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 3 mobile phone numbers on RocketReach.
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