Eric McDermott Email & Phone Number
(NOTE) Regulation and Industry Required Public Disclosures @ Pacific Advisors
5 free lookup(s).
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 (Political Science and Sociology)
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®, WMCP®, RICP®, ChFC® and CLU® in 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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Top Pacific Advisors Employees
Kelly Kidwell
CEO
Los Angeles, CA, US
Brandon Au
Principal Owner
San Francisco, CA, US
Jeffery Clemons
Managing Partner
Irvine, CA, US
Russell Auyeung
Managing Director (Northern and Central CA)
Fresno, CA, US
Rachael Miller
Managing Director
Roseville, CA, US
Bryan Wilczewski
Certified Financial Planner
San Diego, CA, US
Matthew Shipman
Managing Partner
California, United States
Janis Bride
Chief Financial Officer (CFO)
Claremont, CA, US
Louis Richards Jr.
Managing Director
Los Angeles, CA, US
Laura Mendoza
Director of Recruiting at Pacific Advisors
California, United States
Janis Bride
CFO
Claremont, CA, US
Misty Weltzien
Chief Executive Officer
Newport Beach, CA, US
Peter Duval
CEO
Auckland, NZ
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