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
- WealthSuite Portfolio Administrator @ (October 2022 - Present)
- Investment Management Specialist @ (September 2019 - October 2022)
- Vice President of Operations @ (October 2014 - August 2019)
- Director Of Operations and Compliance @ (October 2013 - October 2014)
- Proprietary Trader @ (September 2010 - October 2013)
- Proprietary Trader @ (March 2000 - September 2010)
- Director of Equity Trading @ All Tech Investment Group (January 1993 - March 2000)
- Financial Advisor @ Lehman Brothers (August 1992 - January 1993)
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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