Eric Majka Email & Phone Number
Financial Advisor @ Summer Street Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Eric Majka Location
- West Newbury, MA, US
Eric Majka Work
- Financial Advisor @ (November 2025 - Present)
- Financial Advisor @ (December 2019 - November 2025)
- Account Executive and Sales Professional @ (January 2018 - October 2019)
- Vice President @ Aztec Capital, LLC. (October 2017 - December 2018)
- Vice President @ Boston Independent Advisors (May 2009 - October 2017)
- Vice President @ Leerink Swann (December 1999 - May 2009)
- Project Manager and Business Analyst @ SUNGARD BROKERAGE SYSTEMS (January 1999 - January 2000)
- Operations Manager @ TIGER INVESTMENT GROUP, INC (January 1998 - January 1999)
- Senior Business Analyst @ FIRST DATA INVESTOR SERVICES GROUP, INC. (January 1997 - January 1998)
- Senior Mutual Fund Accountant @ FIRST DATA INVESTOR SERVICES GROUP, INC. (January 1996 - January 1997)
Eric Majka Education
- Massachusetts College of Liberal Arts
Bachelor of Arts - BA (Business Administration and Management, General)
1993-1995
Eric Majka Skills
- Mutual Funds
- Securities
- Investments
- Sales
- Risk Management
- Strategic Planning
- Portfolio Management
- Retirement Planning
- Asset Allocation
- Financial Analysis
- Financial Advisory
- Account Management
- 401(k) Retirement Savings Plans
- Financial Services
- Wealth Management
- Operations Management
- Project Management
- Business Analysis
- Customer Relationship Management (CRM)
- Fixed Income
- Account Executives
- Bloomberg Terminal
- Business Development
- Client Presentation
- Client Prospecting
- Client Services
- Cold Calling
- Customer Service
- ETFs
- Financial Goals
- High Net Worth Individuals
- Holistic Financial Planning
- In-depth Analysis
- Interpersonal Skills
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Organization Skills
- Personal Financial Planning
- Portfolio Optimization
- Presentation Skills
- Presentations
- Prospecting Skills
- Qualifying Prospects
- Sales Management
- Sales Presentations
- Sales Process
- Sales Prospecting
- Wealth Management Services
Eric Majka Summary
- Eric Majka, based in West Newbury, MA, US, is currently a Financial Advisor at Summer Street Financial. Eric Majka brings experience from previous roles at TAG - Trust Advisory Group, Ltd., ADA SOLUTIONS, Aztec Capital, LLC. and Boston Independent Advisors. Eric Majka holds a 1993 - 1995 Bachelor of Arts - BA in Business Administration and Management, General @ Massachusetts College of Liberal Arts. With a robust skill set that includes Mutual Funds, Securities, Investments, Sales, Risk Management and more. Eric Majka has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Eric Majka?
Find contact details for 700 million professionals.
Others Named Eric Majka
Eric Majka
Environment Art Director
San Diego, CA, US
Rick Majka
Manager Finishing Operations
Cleveland, OH, US
Eric Majka
Financial Advisor
West Newbury, MA, US
Top Summer Street Financial Employees
Sam Grant
Financial Advisor
Boston, MA, US
Lawrence Faretta
Financial Advisor
Haverhill, MA, US
Eric Majka
Financial Advisor
West Newbury, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co