Eric Halverson Email & Phone Number
Financial Advisor @ Edward Jones
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Eric Halverson Location
- Caledonia, MN, US
Eric Halverson Work
- Financial Advisor @ (February 2017 - Present)
- Assistant Vice President and Mortgage Lender and Commercial and Ag Lender @ (May 2008 - February 2017)
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 3 mobile phone numbers on RocketReach.
Looking for a different Eric Halverson?
Find contact details for 700 million professionals.
Others Named Eric Halverson
Eric Halverson
Chief Executive Officer
Grand Forks, ND, US
Eric Halverson
Senior Channel Business Manager
Garland, TX, US
Eric Halverson
Founder, CEO
Auburn, AL, US
Eric Halverson
Team Leader at Robb Realty Group powered by REAL
Atlanta, GA, US
Eric Halverson
Managing Partner
Madrid, ES
Eric Halverson
Principal Program Manager World Wide Operations Security
Texas, United States
Eric Halverson
Regional Manager
Olathe, KS, US
Top Edward Jones Employees
Hasan Malik
Chief Strategy Officer
New York, NY, US
Jeff Logan
Associate General Counsel
St. Louis, MO, US
Jonathan Klestinski
Chief Strategy Officer (CSO) - Edward Jones Trust Company
Saint Charles, MO, US
Mansoor Mahmood
Chief Accounting Officer
United States
Edward Smith
CEO
Kiefer, OK, US
Maquel Shepperd
Ceo
St. Louis, MO, US
Mark Orzabal Jr
Managing Director
Peoria, AZ, US
Ryan Beaudoin
Managing Director, Head of Asset Allocation
Boston, MA, US
Penny Pennington
Managing Partner
St. Louis, MO, US
Kristin Johnson
Chief Operating Officer
St. Louis, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co