Eric Halverson Email & Phone Number
Financial Advisor @ Edward Jones
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Eric Halverson Location
- Caledonia, MN, US
Eric Halverson Work
- 2017 - now Financial Advisor @
- 2008 - 2017 Assistant Vice President and Mortgage Lender and Commercial and Ag Lender @
Eric Halverson Education
- University of Minnesota - Carlson School of Management
Marketing & Entrepreneurial Management
2003 - 2007
Eric Halverson Skills
- Mortgage Lending
- Loans
- Commercial Banking
- Banking
- Consumer Lending
- Real Estate Lending
- FHLMC
- Retail Banking
- Credit
- HMDA
- NMLS
- Underwriting
- C&I
- Credit Evaluation
- FNMA
- Deposit Growth
- Home Equity Lines of Credit
- SBA 504
- Credit Bureau
- Cash Management
- Mortgage Banking
- Commercial Lending
- Lines Of Credit
- Residential Mortgages
- Home Equity Loans
- Construction Loans
- Finance
- Microsoft Office
- Leadership
- Business Development
- Strategy
- Strategic Planning
- Portfolio Management
- Financial Services
- Mutual Funds
- CRM
- Asset Management
- Management
- Salesforce.com
- Relationship Management
- Project Management
- Investment Management
- Investments
- Cross Functional Team Leadership
- Investment Strategies
- Financial Advisory
- Securities
- Coaching
- Separately Managed Accounts
- Software Implementation
- Operations Management
- Alternative Investments
- Customer Relationship Management
- Equity Trading
- 401k
- IRAs
- Asset Allocation
- Portfolio Performance Analysis
- C Level Relationships
- Unified Managed Accounts
- RFP
- Best Practices
- Municipal Bonds
- Financial Audits
- SEC filings
- Wrap Accounts
- C Level Presentations
- FINRA
- Series 7
- Series 66
- Life Insurance
- CPR Certified
- Football
Eric Halverson Summary
- Eric Halverson, based in Caledonia, MN, US, is currently a Financial Advisor at Edward Jones. Eric Halverson brings experience from previous roles at Merchants Bank NA. Eric Halverson holds a 2003 - 2007 Marketing & Entrepreneurial Management @ University of Minnesota - Carlson School of Management. With a robust skill set that includes Mortgage Lending, Loans, Commercial Banking, Banking, Consumer Lending and more. Eric Halverson has 5 emails and 2 mobile phone numbers on RocketReach.
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Top Edward Jones Employees
Michelle Myers
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St. Louis, MO, US
Ron Chapman
CIO
St. Louis, MO, US
Eric Koestner
General Partner
St. Louis, MO, US
Jeff Logan
Associate General Counsel
St. Louis, MO, US
Penny Pennington
Managing Partner
St. Louis, MO, US
Kristin Johnson
Chief Operating Officer
St. Louis, MO, US
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