Eric Gomez Email & Phone Number
Chief Executive Officer @ SG Wealth Managers LLC
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Eric Gomez Location
- Phoenix, AZ, US
Eric Gomez Work
- Chief Executive Officer @ (July 2020 - Present)
- Private Client Banker @ (November 2018 - July 2020)
- Financial Advisor @ (August 2016 - June 2018)
- INVESTMENT SERVICES REPRESENTATIVE @ (September 2014 - August 2016)
- Management @ (August 2013 - September 2014)
- Relationship Banker @ (September 2009 - August 2013)
- Management @ GMEZ PCS (March 2005 - October 2009)
Eric Gomez Education
- Arizona State University
(Economics)
2015-2020
Eric Gomez Skills
- New Business Generation
- Consultative Selling Techniques
- Client Acquisition & Retention
- Strategic Planning & Development
- Cross-functional Team Leadership
- Client Needs Assessment
- Investment Strategies
- Training Program Development
- Client Meetings & Presentations
- Team Leadership
- Business Development
- Process Consulting
- Advising Clients
- Strategic Planning
- New Client Acquisitions
- Organizing Meetings
- Training & Development
Eric Gomez Summary
- Eric Gomez, based in Phoenix, AZ, US, is currently a Chief Executive Officer at SG Wealth Managers LLC. Eric Gomez brings experience from previous roles at J.P. Morgan, USAA and Chase. Eric Gomez holds a 2015 - 2020 Arizona State University. With a robust skill set that includes New Business Generation, Consultative Selling Techniques, Client Acquisition & Retention, Strategic Planning & Development, Cross-functional Team Leadership and more. Eric Gomez has 2 emails and 1 mobile phone numbers on RocketReach.
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