Eric Kinsey Email & Phone Number
Private Wealth Advisor @ Lake Water Advisory
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Eric Kinsey Location
- Bradenton, FL, US
Eric Kinsey Work
- 2025 -now Private Wealth Advisor @
- 2025 -2025 Staff Attorney @
- 2022 -2024 Founder @
- 2021 -2024 Co-Owner @
- 2023 -2023 Crime Victim Attorney @
- 2019 -2019 Assistant Vice President @
- 2017 -2019 Banking Officer @
- 2016 -2016 Investment Management Summer Associate @
- 2014 -2014 Summer Fellow @
- 2011 -2013 Business Intelligence Analyst @
- 2009 -2011 Financial Analyst @
Eric Kinsey Education
- University of Virginia School of Law
Juris Doctor (J.D.)
2014-2017 - University of Virginia Darden School of Business
Master of Business Administration (M.B.A.)
2013-2017 - University of Northern Colorado
Bachelor's Degree (Finance)
2006-2009
Eric Kinsey Skills
- Wealth Management
- Capital Markets
- Financial Analysis
- Financial Services
- Finance
- Business Intelligence
- Analysis
- Data Analysis
- Strategy
- Financial Reporting
- Project Management
- Accounting
- Forecasting
- Competitive Analysis
- Budgets
- Risk Management
- Strategic Planning
- Quality Assurance
- Business Process
- Entrepreneurship
- Analytics
- Estate Planning
- Financial Modeling
- Investment Banking
- Financial Accounting
- Financial Planning
- Banking
- Investments
- Sales Management
- Business Process Improvement
- Investment Advisory
- Microsoft Excel
- Microsoft Office
- Salesforce.com
- PowerPoint
- Microsoft Word
- Outlook
- Leadership
- Customer Service
- Team Building
- Time Management
- Management
- Public Speaking
- Communication
- Process Improvement
- Financial Statement Analysis
- Wealth Management Services
- Personal Financial Planning
Eric Kinsey Summary
- Eric Kinsey, based in Bradenton, FL, US, is currently a Private Wealth Advisor at Lake Water Advisory. Eric Kinsey brings experience from previous roles at Labaton Keller Sucharow LLP, Kinsey Law Firm, pllc, DiLorenzo & Kinsey, CPAs, PC and Denver Bar Association. Eric Kinsey holds a 2014 - 2017 Juris Doctor (J.D.) @ University of Virginia School of Law. With a robust skill set that includes Wealth Management, Capital Markets, Financial Analysis, Financial Services, Finance and more. Eric Kinsey has 1 emails and 1 mobile phone numbers on RocketReach.
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