Eric McDermott Email & Phone Number
(NOTE) Regulation and Industry Required Public Disclosures @ Pacific Advisors
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Eric McDermott Location
- Los Angeles, CA, US
Eric McDermott Work
- 2009 -now Managing Partner and Advisor | Retirement and Advanced Financial Strategies @
- 2009 -now (NOTE) Regulation and Industry Required Public Disclosures @
- 2019 -now Founder and Chief Nēxt Officer® @ NēXTpectations®
- 2016 -now Managing Partner | Operational Strategy, New Initiatives, Enterprise Marketing @ Fiscalyze®
- 2016 -now Managing Partner | Operational Strategy, New Initiatives, Enterprise Marketing @
- 2000 -2009 President and Owner @
- 1997 -1999 Director of Marketing and New Business Development @ T.H.E.M.
- 1994 -1997 Director of Annual Giving @
Eric McDermott Education
- The American College of Financial Services
CFP® (WMCP®, RICP®, ChFC® and CLU®, Personal & Business Financial Strategies)
2015-2020 - University of California, Riverside
BA (Student Body President • Commons Board of Governors • Campus Tour Counselor)
Eric McDermott Skills
- Social Media Strategy
- Online Course Creator
- Best-Selling Author
- Social Media Influencer
- Public Speaking
- Change Management
- Personal Financial Strategies
- Marketing Strategy
- Start-ups
- Asset Protection Strategies
- Estate Planning Strategies
- Entrepreneurship
- Branding Strategy
- Interpersonal Communication
- Training and Development
- Thought Leadership
- Presentation Design
- Operational Efficiency
- Personal Investment Strategies
- Personal Protection Strategies
- Advanced Charitable Strategies
- Personal Tax Efficiency Strategies
- Life Insurance Specialist
- Disability and Long Term Care Insurance Specialist
- Enterprise Valuation Strategies
- Business Value Drivers
- Business Succession and Exit Strategies
- Business Tax Efficiency Strategies
- Business Income Interruption Protection
- Sale of Business Strategies
- Main Stage Event Speaker
- CEO/Business Leader Presentations
- Corporate Financial Education Workshops
- Role and Coordination Design
- Information and Communication Flow
- Innovation Vision Mapping
- Project Strategy
- Marketing Campaigns
- Marketing & Visual Design
- Strategic Initiatives
- Strategic Financial Planning
- Retirement Planning
- Retirement
- Strategic Planning
- Strategy
- Social Media Content Creator
- Retirement Plan Distribution
- Management
- Volunteer Management
- Securities
- Start Ups
- Net
- Leadership
- CRM
- Wealth Preservation Strategies
- Nonprofits
- Charitable Trusts
- New Business Development
- Mergers and Acquisitions
- Small Business
- Charitable Giving Strategies
- Services
- Buy Sell Agreements
- Financial Services
- Life Insurance
- Finance
- Marketing And Visual Design
Eric McDermott Summary
- Eric McDermott, based in Los Angeles, CA, US, is currently a (NOTE) Regulation and Industry Required Public Disclosures at Pacific Advisors. Eric McDermott brings experience from previous roles at Pacific Advisors, NēXTpectations®, Fiscalyze® and Fiscal Advantage, LLC. Eric McDermott holds a 2015 - 2020 CFP® in WMCP®, RICP®, ChFC® and CLU®, Personal & Business Financial Strategies @ The American College of Financial Services. With a robust skill set that includes Social Media Strategy, Online Course Creator, Best-Selling Author, Social Media Influencer, Public Speaking and more. Eric McDermott has 3 emails and 1 mobile phone numbers on RocketReach.
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