Eric McConnell Email & Phone Number
Senior Director @ Cambridge Investment Research, Inc.
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Eric McConnell Location
- Ball Ground, GA, US
Eric McConnell Work
- 2025 -now Senior Director @
- 2021 -2025 Senior Regional Director @
- 2014 -2021 Regional Director @
- 2010 -2014 Regional Vice-President (Eastern Region) @
- 2008 -2010 Director of Regional Supervision @
- 2007 -2008 Assistant Regional Vice-President (Southeast) @
- 2006 -2007 Registration Coordinator @
- 2004 -2006 Paraplanner @
- 2004 -2004 Intern @
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
- Financial Advisory
- Equities
- Strategic Financial Planning
- Management
- Financial Services
- FINRA
- Investments
- Series 6
- Mutual Funds
- Leadership
- Financial Risk
- Portfolio Management
- Series 63
- Accounting
- Series 24
- Fixed Annuities
- Wealth Management
- Finance
- Asset Allocation
- ETFs
- Asset Management
- Insurance
- Uniform Combined State Law
- Trading
- Bonds
- Event Planning
- Supervision
- Project Management
- Strategic Planning
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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