Eric McConnell Location
Ball Ground, GA, US
Eric McConnell Work
- 2025 - now Senior Director @ Cambridge Investment Research, Inc.
- 2021 - 2025 Senior Regional Director @ Cambridge Investment Research, Inc.
- 2014 - 2021 Regional Director @ Cambridge Investment Research, Inc.
- 2010 - 2014 Regional Vice-President (Eastern Region) @ AIG Advisor Group
- 2008 - 2010 Director of Regional Supervision @ AIG Advisor Group
- 2007 - 2008 Assistant Regional Vice-President (Southeast) @ AIG Advisor Group
- 2006 - 2007 Registration Coordinator @ AIG Advisor Group
- 2004 - 2006 Paraplanner @ Financial Services Company
- 2004 - 2004 Intern @ Bank of America Merrill Lynch
Eric McConnell Education
- University of Georgia - Terry College of Business
Executive Program for Financial Planning Certification (CFP® Certification Education Program)
2008 - 2009 - Lee University
BA (Business Administration)
2002 - 2004 - Young Harris College
AS (Internaitonal Business)
1999 - 2001
Eric McConnell Skills
- Securities
- Investment Advisory
- Financial Planning
- Tax
- Compliance
- Investment Strategies
- Retirement Planning
- Retirement Income Strategies
- Retirement
- Financial Planners
Eric McConnell Summary
Eric McConnell, based in Ball Ground, GA, US, is currently a Senior Director at Cambridge Investment Research, Inc.. Eric McConnell brings experience from previous roles at Cambridge Investment Research, Inc., Cambridge Investment Research and FSC Securities Corporation. Eric McConnell holds a 2008 - 2009 Executive Program for Financial Planning Certification in CFP® Certification Education Program @ University of Georgia - Terry College of Business. With a robust skill set that includes Securities, Investment Advisory, Financial Planning, Tax, Compliance and more. Eric McConnell has 2 emails and 1 mobile phone numbers on RocketReach.
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