Eric McArdle Email & Phone Number
Head of Advisor Solutions @ Liquid Strategies
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Eric McArdle Location
- Richmond, VA, US
Eric McArdle Work
- 2025 -now Head of Advisor Solutions @
- 2025 -2025 Head of Advisor and ETF Solutions @
- 2023 -2025 Managing Director, Advisor Solutions @
- 2022 -2023 SVP, Advisor Solutions @
- 2020 -2021 VP, Advisor Solutions @
- 2018 -2020 Asset Management Research Analyst @
- 2016 -2018 Investment Officer @ C&F Wealth Management Corporation
- 2014 -2016 Business Credit Analyst @
- 2013 -2013 Commercial Underwriting Portfolio Management Intern @
- 2011 -2013 Professional Teller @
- 2012 -2012 Investment Intern, Portfolio Analyst @ C&F Wealth Management Corporation
Eric McArdle Education
- Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.) (Finance, General)
- Virginia Tech - Pamplin College of Business
Bachelor's Degree (Finance)
Eric McArdle Skills
- Alternative Investment Strategies
- Options
- ETFs
- Alternative Investments
- Electronic Trading
- Trading
- Market Making
- Online Advertising
- Marketing Strategy
- HubSpot
- Bloomberg Terminal
- Sales Strategy
- Project Management
- Asset Allocation
- Financial Analysis
- Financial Planning
- Risk Management
- Credit Analysis
- Finance
- Small Business Lending
- Social Media Marketing
- Strategic Financial Planning
- Sales
- Marketing
- Commercial Lending
- Financial Modeling
- Risk Analysis
- Financial Accounting
- Equities
- Financial Statements
- Retirement Planning
- Mutual Funds
- Market Research
- Technical Analysis
- Financial Services
- Agile Project Management
- Portfolio Management
- Microsoft Excel
- JIRA
- Bloomberg
- Customer Service
- Public Speaking
- Employee Training
- Training
- Process Improvement
- Municipal Bonds
- 401k Rollovers
- 529 Plans
- FactSet
- Model Portfolios
- Loan Documents
- Banking
- Social Media
- Computer Software Training
- Accounting
- Computer Hardware
- Computer Proficiency
- Report Writing
- Computer Maintenance
- IRAs
- Credit Risk
- Baker Hill
- Underwriting
- Microsoft Word
- Laser Pro
- Credit
- Time Management
- Document Preparation
- SQL
- Financial Reporting
- Retail Banking
- Tax Returns
- Ucc Filings
- Access
Eric McArdle Summary
- Eric McArdle, based in Richmond, VA, US, is currently a Head of Advisor Solutions at Liquid Strategies. Eric McArdle brings experience from previous roles at Simplify. Eric McArdle holds a Bachelor of Science (B.S.) in Finance, General @ Virginia Polytechnic Institute and State University. With a robust skill set that includes Alternative Investment Strategies, Options, ETFs, Alternative Investments, Electronic Trading and more. Eric McArdle has 1 emails and 2 mobile phone numbers on RocketReach.
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Richmond, VA, US
Shawn Gibson
Chief Investment Officer
Atlanta, GA, US
Adam Stewart
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Atlanta, GA, US
Parimal Patel
Chief Compliance Officer
Atlanta, GA, US
Brooke Wivagg
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Richmond, VA, US
Mark Garfinkel
Senior Portfolio Manager
Marietta, GA, US
Connor Allen
Portfolio Manager
Atlanta, GA, US
Caroline Yoon
Staff Accountant
Atlanta, GA, US
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