Eric Gross Email & Phone Number
Certified Financial Planner Practitioner @ Grodin Financial & Insurance Services
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Eric Gross Location
- California, United States
Eric Gross Work
- Certified Financial Planner Practitioner @ (January 2015 - Present)
- Managing Partner @ (January 2013 - January 2015)
- Financial Advisor @ (January 2008 - January 2013)
Eric Gross Education
- UC Santa Barbara
Bachelor's Degree (Financial Mathematics and Statistics)
- UC Santa Barbara
Technology Entrepreneurship Certificate
Eric Gross Skills
- Sales Management
- Financial Reporting
- Finance
- Mutual Funds
- B2B
- New Business Development
- Securities
- Disposition
- Retirement Planning
- Estate Planning
- Critical Illness
- Portfolio Management
- Customer Satisfaction
- Marketing Strategy
- Customer Retention
- Commercial Lending
- Real Estate Economics
- Fixed Income
- PMP
- PMO
- Program Management
- SDLC
- PMI
- Resource Management
- MS Project
- Project Planning
- Clarity
- Project Delivery
- Project Execution
- Software Project Management
- Quality Assurance
- Software Development Methodologies
- Business Analysis
- Requirements Gathering
- Certified Project Manager
- Scope Management
- Waterfall
- Iterative
- Status Reporting
- PMBOK
- Virtual Teams
- Resource Allocation
- Project Plans
- Business Requirements
- Requirements Management
- Leading Projects
- Vendor Management
- Software Implementation
- Functional Specifications
- Business Process Improvement
- Project Implementation
- Full SDLC
- Matrix Management
- Stakeholder Management
- IT Management
- Six Sigma
- Agile Methodologies
- Financial Forecasting
- Customer Oriented
- Long Term Customer Relationships
- SharePoint
- Unix
- Systems Analysis
- Visio
- Requirements Analysis
- Project Management
- Microsoft Project
- Software Development Life Cycle
Eric Gross Summary
- Eric Gross, based in California, United States, is currently a Certified Financial Planner Practitioner at Grodin Financial & Insurance Services. Eric Gross brings experience from previous roles at MassMutual Financial Group and AXA Advisors, LLC. Eric Gross holds a Bachelor's Degree in Financial Mathematics and Statistics @ UC Santa Barbara. With a robust skill set that includes Sales Management, Financial Reporting, Finance, Mutual Funds, B2B and more. Eric Gross has 6 emails and 3 mobile phone numbers on RocketReach.
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