Eric Kinsey Email & Phone Number
Private Wealth Advisor @ Lake Water Advisory
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Eric Kinsey Location
- Bradenton, FL, US
Eric Kinsey Work
- Private Wealth Advisor @ (September 2025 - Present)
- Staff Attorney @ (March 2025 - September 2025)
- Founder @ (August 2022 - December 2024)
- Co-Owner @ (January 2021 - July 2024)
- Crime Victim Attorney @ (January 2023 - December 2023)
- Assistant Vice President @ (February 2019 - August 2019)
- Banking Officer @ (August 2017 - January 2019)
- Investment Management Summer Associate @ (June 2016 - August 2016)
- Summer Fellow @ (June 2014 - August 2014)
- Business Intelligence Analyst @ (April 2011 - April 2013)
- Financial Analyst @ (May 2009 - April 2011)
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
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
- Business Ownership
- Legal Service
- Start-up Leadership
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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