Eric Lyons Email & Phone Number
WealthSuite Portfolio Administrator @ Private Advisor Group
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Eric Lyons Location
- Saddle River, NJ, US
Eric Lyons Work
- 2022 -now WealthSuite Portfolio Administrator @
- 2019 -2022 Investment Management Specialist @
- 2014 -2019 Vice President of Operations @
- 2013 -2014 Director Of Operations and Compliance @
- 2010 -2013 Proprietary Trader @
- 2000 -2010 Proprietary Trader @
- 1993 -2000 Director of Equity Trading @ All Tech Investment Group
- 1992 -1993 Financial Advisor @ Lehman Brothers
Eric Lyons Education
- Syracuse University - Maxwell School
Bachelor of Arts (BA) (Political Science and Government)
1988-1992 - White Plains High School
White Plains, NY
1984-1988
Eric Lyons Skills
- PPMS
- Private Placements
- BDCs
- Real Estate Financing
- SalesForce Administration
- LPL Fortigent
- BlackRock Advisor Center
- Orion Connect
- DST Vision
- Schwab Advisor Center
- Fidelity WealthScape
- Investment Modeling
- LPL ClientWorks
- Orion Eclipse
- Envestnet
- Securities
- Capital Markets
- Due Diligence
- Equities
- Operational Risk
- Investments
- Trading
- Legal Compliance
- Anti Money Laundering
- Operations Management
- Alternative Investments
- Account Management
- Data Management
- Treasury
- Bloomberg
- Customer Support
- OFAC
- Regulations
- FINRA
- Operational Due Diligence
- SEC Regulations
- Broker-Dealer Operations
- Investor Reporting
- Subscriptions
- New Account Opening
- Compliance Procedures
- Series 7
- Salesforce.com Administration
- Series 66
- Financial Advisory
- Investment Management
- ETFs
- Trading Strategies
- Options
- Series 24
- Broker Dealer Operations
Eric Lyons Summary
- Eric Lyons, based in Saddle River, NJ, US, is currently a WealthSuite Portfolio Administrator at Private Advisor Group. Eric Lyons brings experience from previous roles at Signature Bank, Terra Capital Partners, Coastal Equities, Inc. and Hold Brothers Capital, LLC. Eric Lyons holds a 1988 - 1992 Bachelor of Arts (BA) in Political Science and Government @ Syracuse University - Maxwell School. With a robust skill set that includes PPMS, Private Placements, BDCs, Real Estate Financing, SalesForce Administration and more. Eric Lyons has 2 emails and 1 mobile phone numbers on RocketReach.
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