Eric Lauterbach Email & Phone Number
Regional Director - High Net Worth Advice @ Vanguard
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Eric Lauterbach Location
- Scottsdale, AZ, US
Eric Lauterbach Work
- 2021 -now Regional Director - High Net Worth Advice @
- 2015 -2021 Senior Manager - Financial Advisor Services @
- 2012 -2015 Client Manager - Ultra High Net Worth Client Service @
- 2011 -2012 Relationship Manager - Institutional Asset Management @
- 2008 -2011 Assigned Representative - High Net Worth Client Service @
- 2007 -2008 Client Relationship Administrator - Retail Services @
Eric Lauterbach Education
- Arizona State University
BIS (Economics & History)
- Drexel University's LeBow College of Business
Master of Business Administration - MBA
Eric Lauterbach Skills
- Investments
- Retirement Planning
- Series 63
- Mutual Funds
- Series 7
- Relationship Management
- Asset Allocation
- Series 6
- Financial Services
- 401k
- Retirement
- Wealth Management
- Defined Contribution
- Defined Benefit
- Series 24
- Leadership
- Banking
- Sales
- Microsoft Word
- Training
- Management
Eric Lauterbach Summary
- Eric Lauterbach, based in Scottsdale, AZ, US, is currently a Regional Director - High Net Worth Advice at Vanguard. Eric Lauterbach brings experience from previous roles at Vanguard. Eric Lauterbach holds a BIS in Economics & History @ Arizona State University. With a robust skill set that includes Investments, Retirement Planning, Series 63, Mutual Funds, Series 7 and more. Eric Lauterbach has 2 emails and 2 mobile phone numbers on RocketReach.
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