Eric Holbrook Email & Phone Number
President, Holbrook Private Wealth | Wealth Manager at Raymond James Financial Services @ Raymond James
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Eric Holbrook Location
- Logan, UT, US
Eric Holbrook Work
- 2025 -now President, Holbrook Private Wealth | Wealth Manager at Raymond James Financial Services @
- 2013 -2025 Senior Vice President, Financial Advisor @
- 2011 -2013 Relationship Manager @
- 2009 -2011 Analyst @
- 2008 -2009 Service Manager @
- 2006 -2008 Personal Banker @
- 2004 -2006 Teller @
Eric Holbrook Education
- Weber State University
BA (Organizational Communnications)
2003-2007 - Cannon Financial Institute
Eric Holbrook Skills
- Financial Risk
- Leadership
- Communication skills
- Relationship Management
- Business Development
- Financial Services
- Integrity
- Series 66
- Series 63
- Spanish
- Social Skills
- Business Analysis
- Series 7
- Analysis
- Banking
- Pricing
- Risk Management
- Management
- Customer Service
- Life Insurance
- Selling
- Team Minded and Problem Solving
- Fixed Income
- Retirement Planning
- Valuation
- Account Management
- Sales
- Portfolio Management
- IRAs
- Managerial Finance
- Derivatives
- Investments
- Bloomberg
- Finance
- Commercial Banking
- Wealth Management
- Equities
- Mutual Funds
- Investment Strategies
- Asset Management
- Credit
- Training
- Financial Analysis
- Investment Banking
- Credit Analysis
- Retail Banking
- Financial Management
- Loans
- Organizational Skills
- Financial Markets
Eric Holbrook Summary
- Eric Holbrook, based in Logan, UT, US, is currently a President, Holbrook Private Wealth | Wealth Manager at Raymond James Financial Services at Raymond James. Eric Holbrook brings experience from previous roles at D.A. Davidson Companies, TAB Bank, Goldman Sachs and Wells Fargo. Eric Holbrook holds a 2003 - 2007 BA in Organizational Communnications @ Weber State University. With a robust skill set that includes Financial Risk, Leadership, Communication skills, Relationship Management, Business Development and more. Eric Holbrook has 2 emails and 1 mobile phone numbers on RocketReach.
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