Eric Geary Location
Indianapolis, IN, US
Eric Geary Work
- 2024 - now Wealth Advisor @ WA Asset Management, LLC
- 2022 - 2024 Wealth Advisor @ CenterPoint Wealth Management, LLC
- 2015 - 2022 Wealth Advisor @ Column Capital Advisors, LLC
- 2015 - 2015 Audit Staff Accountant @ Crowe Horwath LLP
- 2013 - 2015 Audit and Tax Staff Accountant @ Sherck, Hussey, Johnson & McNaughton, LLC
- 2012 - 2013 General Staff Accountant @ American Institute of Toxicology (AIT)
- 2010 - 2012 Resident Assistant @ Franklin College
- 2012 - 2012 Tax Season Intern @ Sherck, Hussey, Johnson & McNaughton, LLC
- 2011 - 2011 Summer Intern @ Fort Wayne Metals
- 2011 - 2011 January Term Intern @ Mid America Health,Inc
Eric Geary Education
- Franklin College
Bachelor of Arts in Accounting with a Minor in Quantitative Methods (Accounting)
2008 - 2012
Eric Geary Skills
- Microsoft Excel
- Bank Reconciliation
- Microsoft Gp
- Financial Reporting
- Analysis
- Account Reconciliation
- Customer Service
- Concur Expense Reporting Admin
- Financial Accounting
- Research
Eric Geary Summary
Eric Geary, based in Indianapolis, IN, US, is currently a Wealth Advisor at Waverly Advisors, LLC. Eric Geary brings experience from previous roles at CenterPoint Wealth Management, LLC, Column Capital Advisors, LLC, Crowe Horwath LLP and Sherck, Hussey, Johnson & McNaughton, LLC. Eric Geary holds a 2008 - 2012 Bachelor of Arts in Accounting with a Minor in Quantitative Methods in Accounting @ Franklin College. With a robust skill set that includes Microsoft Excel, Bank Reconciliation, Microsoft Gp, Financial Reporting, Analysis and more. Eric Geary has 1 mobile phone numbers on RocketReach.
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Others Named Eric Geary
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Rick Geary
Owner at JLMC Inc.
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Top WA Asset Management, LLC Employees
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Aaron Nelson
Partner at WA Asset Management, LLC
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