Eric Halvorsen Email & Phone Number
Wealth Advisor - Executive VP @ Physician Wealth Advisors
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Eric Halvorsen Location
- Salt Lake City, UT, US
Eric Halvorsen Work
- 2013 -now Wealth Advisor - Executive VP @
- 2010 -2013 Wealth Advisor @ Stoker Ostler a part of BMO Private Bank
- 2006 -2010 VP, Investment Representative @
Eric Halvorsen Education
- Yale School of Management
Executive Education - Investment Management Theory & Practice (A CIMA® Certification Registered Education Program)
2017-2017 - Utah State University - Jon M. Huntsman School of Business
Master of Business Administration (MBA)
2011-2013 - Brigham Young University
Bachelor of Science (B.S.) (Business Management: Corporate Finance)
2003-2006 - Boston University
Certificate (Financial Planning)
2008
Eric Halvorsen Summary
- Eric Halvorsen, based in Salt Lake City, UT, US, is currently a Wealth Advisor - Executive VP at UMA Financial Services. Eric Halvorsen brings experience from previous roles at Stoker Ostler a part of BMO Private Bank and Zions Bancorporation. Eric Halvorsen holds a 2017 - 2017 Executive Education - Investment Management Theory & Practice in A CIMA® Certification Registered Education Program @ Yale School of Management. Eric Halvorsen has 1 emails and 3 mobile phone numbers on RocketReach.
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