Eric McPherson Email & Phone Number
Director of Technology @ Commonwealth Financial Group
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Eric McPherson Location
- Boston, MA, US
Eric McPherson Work
- Director of Technology @ (May 2018 - Present)
- Agency Supervisory Officer @ (January 2013 - April 2018)
- Connector @ (January 2011 - January 2012)
- Registered Representative @ (October 2008 - February 2011)
- Financial Representative @ Strategic Financial Partners/Baystate Financial (October 2008 - February 2011)
- Financial Advisor @ (January 2011 - Present)
- Internal Wholesaler - Retirement Services @ (July 2007 - February 2008)
- Internal Wholesaler - Annuities @ (November 2005 - June 2007)
- Customer Service Representative @ (July 2004 - November 2005)
- Financial Services Intern @ (January 2002 - January 2004)
Eric McPherson Education
- New York University 2010-2011
- University Of Massachusetts - Amherst
Bachelor Of Arts (History)
2001-2004 - University of South Carolina
Eric McPherson Skills
- Financial Advisory
- Financial Services
- Retirement
- Investments
- Employee Benefits
- Finance
- Investment Advisory
- Retirement Planning
- Fixed Annuities
- Competitive Analysis
- Series 7
- Securities
- Mutual Funds
- Bonds
- Disability Insurance
- Life Insurance
- Series 63
- Financial Planning
- Microsoft Office
- Networking
- Public Speaking
- salesforce
- Microsoft Word
- Microsoft Outlook
- Microsoft Excel
- Network Administration
- Printer Support
- Collaborative Problem Solving
- Creative Problem Solving
- Writing
- Technical Support
- Customer Support
- Analytical Skills
- Financial Analysis
- Ticketing Systems
- windows 7
- windows 10
- windows 8
- Windows 8.1
- Mac
- OS X
- iOS
- Android
- Data Center
- Management
- Inventory Management
- Active Directory
- Cisco Systems Products
- Troubleshooting
Eric McPherson Summary
- Eric McPherson, based in Boston, MA, US, is currently a Director of Technology at Commonwealth Financial Group. Eric McPherson brings experience from previous roles at Commonwealth Financial Group, Boston World Partnerships, Benefit Management, Inc. and Strategic Financial Partners/Baystate Financial. Eric McPherson holds a 2010 - 2011 New York University. With a robust skill set that includes Financial Advisory, Financial Services, Retirement, Investments, Employee Benefits and more. Eric McPherson has 2 emails and 3 mobile phone numbers on RocketReach.
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