2006 -2007 Investment Analyst and Financial Planner @
2005 -2006 Financial and Business Analyst @
Eric Mancini Education
CFA Institute 2007-2018
Boston University 2007-2008
Penn State University
Bachelor of Science (Economics)
1997-2001
Eric Mancini Skills
Investments
Strategic Financial Planning
Asset Allocation
Investment Management
Finance
Valuation
Estate Planning
Risk Management
Financial Planners
Equity Research
High Net Worth Individuals
Economics
Tax Preparation
Wealth Management
Investment Strategies
Eric Mancini Summary
Eric Mancini, based in Millburn, NJ, US, is currently a Partner and Director of Investment Research at Traphagen CPAs & Wealth Advisors. Eric Mancini brings experience from previous roles at Traphagen CPAs & Wealth Advisors, Benzinga, Brinton Eaton Wealth Advisors and BLS Eldercare. Eric Mancini holds a 2007 - 2018 CFA Institute. With a robust skill set that includes Investments, Strategic Financial Planning, Asset Allocation, Investment Management, Finance and more. Eric Mancini has 3 emails and 1 mobile phone numbers on RocketReach.
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