Eric Fishman Email & Phone Number
Founding Partner @ Key Client Fiduciary Advisors
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Eric Fishman Location
- Fairfield, NJ, US
Eric Fishman Work
- 2018 -now Founding Partner @
- 2004 -now Branch Manager and Financial Advisor @
- 1995 -2004 Senior Vice President @ Smith Barney
- 1985 -1995 Senior Vice President @
Eric Fishman Education
- Norwich University
Masters (Military History)
2014-2016 - Boston University
Bachelor's Degree (Finance)
1980-1984
Eric Fishman Skills
- Investment Advisory
- 401(k) Retirement Savings Plans
- Investment Management
- Investment Management, Retirement / 401(k) Plans
- adjunct professor history
- Financial Planning
- Corporate Benefits
- 401k
- Business Insurance
- Workers Compensation
- Wealth Management
- Educational Savings Plans
- Portfolio Management
- College Funding Strategies
- Data Analysis
- Trend Analysis
- Retirement Planning
- Recruiting
- Investment Advisory Services
- Strategic Asset Allocation
- Investments
- Financial Analysis
- Leadership
- Management
- Training
- Finance
- Retirement
- Customer Service
- Sales Management
- 401K Plans
- 401 Retirement Savings Plans
Eric Fishman Summary
- Eric Fishman, based in Fairfield, NJ, US, is currently a Founding Partner at Key Client Fiduciary Advisors. Eric Fishman brings experience from previous roles at Key Client Fiduciary Advisors, Smith Barney and Merrill Lynch. Eric Fishman holds a 2014 - 2016 Masters in Military History @ Norwich University. With a robust skill set that includes Investment Advisory, 401(k) Retirement Savings Plans, Investment Management, Investment Management, Retirement / 401(k) Plans, adjunct professor history and more. Eric Fishman has 2 emails and 1 mobile phone numbers on RocketReach.
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