Eric Flett Email & Phone Number
Regional President, Senior Managing Director @ MAI Capital Management
5 free lookup(s).
Eric Flett Location
- Lafayette, CA, US
Eric Flett Work
- 2025 -now Regional President, Senior Managing Director @
- 2008 -2024 CEO and Principal @ Concentric Wealth Management
- 2000 -2008 Portfolio Manager @ First Republic Investment Management
- 2000 -2004 Portfolio Manager @ Bay Isle Financial
- 1992 -2000 Portfolio Manager @
Eric Flett Education
- University of California, Berkeley 1983-1988
Eric Flett Skills
- Management
- Project Management
- Investments
- Risk Management
- Asset Management
- Customer Service
- Strategic Planning
- Financial Services
- Wealth Management
- Sales
- Investment Management
- Finance
- Microsoft Excel
Eric Flett Summary
- Eric Flett, based in Lafayette, CA, US, is currently a Regional President, Senior Managing Director at MAI Capital Management. Eric Flett brings experience from previous roles at Concentric Wealth Management, First Republic Investment Management, Bay Isle Financial and Gemmer Asset Management LLC. Eric Flett holds a 1983 - 1988 University of California, Berkeley. With a robust skill set that includes Management, Project Management, Investments, Risk Management, Asset Management and more. Eric Flett has 2 emails and 2 mobile phone numbers on RocketReach.
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