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
- 2020 -now Chief Executive Officer @
- 2018 -2020 Private Client Banker @
- 2016 -2018 Financial Advisor @
- 2014 -2016 INVESTMENT SERVICES REPRESENTATIVE @
- 2013 -2014 Management @
- 2009 -2013 Relationship Banker @
- 2005 -2009 Management @ GMEZ PCS
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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