Portfolio Manager and Investment Advisor @ Heacock & Jones Financial Services, Inc. (September 2016 - December 2022)
Audit Associate @ (May 2013 - September 2016)
Credit Analyst @ (May 2012 - May 2013)
Eric Flores Education
University of Dubuque
Bachelor of Business Administration (BBA) (Accounting and Business/Management)
2008-2012
Eric Flores Skills
Accounting
Analysis
Asset Allocation
Auditing
Chartered Financial Analyst
Creative Problem Solving
Customer Service
Financial Analysis
Financial Reporting
Financial Statements
Institutional Investments
Investment Advisory Services
Investment Management
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
Public Speaking
Social Media
Teamwork
Time Management
Eric Flores Summary
Eric Flores, based in Madison, WI, US, is currently a Portfolio Manager at U.S. Bank. Eric Flores brings experience from previous roles at First Business Bank, Heacock & Jones Financial Services, Inc., Eide Bailly LLP and Heartland Financial USA, Inc.. Eric Flores holds a 2008 - 2012 Bachelor of Business Administration (BBA) in Accounting and Business/Management @ University of Dubuque. With a robust skill set that includes Accounting, Analysis, Asset Allocation, Auditing, Chartered Financial Analyst and more. Eric Flores has 1 emails and 1 mobile phone numbers on RocketReach.
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