Eric Lutz Email & Phone Number
Executive Director - High Net Worth Branch Manager @ Wells Fargo Advisors
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Eric Lutz Location
- New York, NY, US
Eric Lutz Work
- Executive Director - High Net Worth Branch Manager @ (January 2013 - Present)
- Managing Director @ Fieldpoint Private Bank & Trust (April 2008 - December 2012)
- Senior Vice President - Regional Manager @ Key Private Bank (September 2006 - March 2008)
- Senior Vice President - Regional Manager @ Webster Financial Advisors - Webster Bank (October 2001 - September 2006)
Eric Lutz Education
- Brown University
BA -Economics (Economics, English)
1979-1983
Eric Lutz Skills
- Credit
- Wealth Management
- Private Banking
- Restructuring
- Succession Planning
- Management
- Sales Management
- Motivational Speaking
- Cross-functional Team Leadership
- Business Strategy
- Organizational Leadership
- Alternative Investments
- Financial Advisory
- Banking
- Brokerage
- Portfolio Management
- Investments
- Finance
- Investment Advisory
- Financial Services
- Asset Management
- Cross Functional Team Leadership
- Private Equity
- Investment Banking
- Hedge Funds
Eric Lutz Summary
- Eric Lutz, based in New York, NY, US, is currently a Executive Director - High Net Worth Branch Manager at Wells Fargo Advisors. Eric Lutz brings experience from previous roles at Fieldpoint Private Bank & Trust, Key Private Bank and Webster Financial Advisors - Webster Bank. Eric Lutz holds a 1979 - 1983 BA -Economics in Economics, English @ Brown University. With a robust skill set that includes Credit, Wealth Management, Private Banking, Restructuring, Succession Planning and more. Eric Lutz has 1 mobile phone numbers on RocketReach.
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