Eric McKenzie Location
- McCordsville, IN, US
Eric McKenzie Work
- 2019 - now Director Of Operations @ Innovative Portfolios
- 2013 - now Portfolio Manager @
- 2009 - 2025 Operations Manager @
- 2003 - 2009 Relationship Manager @ Huntington Asset Services
- 1995 - 2002 Advice Training Manager @
- 1900 - 1900 x @ xx
- 1900 - 1900 x @ x
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 4 emails and 2 mobile phone numbers on RocketReach.
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