Eric McKenzie Email & Phone Number
Director Of Operations
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Eric McKenzie Location
- McCordsville, IN, US
Eric McKenzie Work
- Director Of Operations @ Innovative Portfolios (January 2019 - Present)
- Portfolio Manager @ (January 2013 - Present)
- Operations Manager @ (November 2009 - October 2025)
- Relationship Manager @ Huntington Asset Services (December 2003 - November 2009)
- Advice Training Manager @ (August 1995 - October 2002)
- x @ xx (January 1900 - January 1900)
- x @ x (January 1900 - January 1900)
Eric McKenzie Education
- Ball State University
BS (History)
1986-1990
Eric McKenzie Skills
- Mutual Funds
- Financial Services
- Securities
- Investments
- Investment Management
- Series 7
- Series 63
- Asset Managment
- Risk Management
- FINRA
- 401k
- Process Improvement
- Equities
- Alternative Investments
- Wealth Management
- Asset Management
- Management
Eric McKenzie Summary
- Eric McKenzie, based in McCordsville, IN, US, is currently a Director Of Operations at Innovative Portfolios. Eric McKenzie brings experience from previous roles at SBAuer Funds, LLC, Huntington Asset Services and Charles Schwab. Eric McKenzie holds a 1986 - 1990 BS in History @ Ball State University. With a robust skill set that includes Mutual Funds, Financial Services, Securities, Investments, Investment Management and more. Eric McKenzie has 3 emails and 2 mobile phone numbers on RocketReach.
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