Eric Michelson Email & Phone Number
Vice President, SMA — Franklin Templeton Private Portfolio Group, LLC @ ClearBridge Investments
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Eric Michelson Location
- New York, NY, US
Eric Michelson Work
- 2022 -now Vice President, SMA — Franklin Templeton Private Portfolio Group, LLC @
- 2020 -now Assistant Vice President, SMA - Legg Mason Private Portfolio Group, LLC @
- 2017 -2020 Global Portfolio Implemention - Portfolio Administrator @
- 2015 -2017 Senior Associate, Account Servicing - SMA and UMA @
- 2012 -2015 Senior Portfolio Management Specialist @
- 2011 -2011 Accounts Payable @
- 2009 -2010 Analyst, Supervisor of SES Program @
- 2008 -2009 Financial Advisor @
Eric Michelson Education
- Rutgers University
Marketing (Rutgers School of Business- Undergraduate)
2004-2008 - Rutgers Business School
New Brunswick (Marketing)
2004-2008
Eric Michelson Skills
- New York
- Checks
- Investment Vehicles
- Wealth Management
- Strategic Financial Planning
- Teaching
- Retirement Planning
- Variable Annuities
- Invoicing
- Business Statistics
- Ses
- Ease
- Uniform Combined State Law
- Portfolio Management
- Obtain
- Asset Management
- Cash Flow
- Data Entry
- Windows XP
- OS X
- Sage Act
- Windows 7
- Research
- Customer Service
- Financial Analysis
- Payments
- Windows Vista
- Related Services
- Vendors
- Operations Management
- Apl
- System
- Securities
- Sponsorship
- Financial Planners
- Communication
- Management Accounting
- Import
- PowerPoint
- Microsoft Office
- Schools
- Marketing
- Basic HTML
- Asset Allocation
- Analysis
- Clerical Work
- Financial Accounting
- Financial Services
- Managerial Finance
- Finance
- Managed Money
- Marketing Research
- Photoshop
- Accounts Payable
- Galaxy
- IBM iSeries
- Prospects
- Unified Managed Accounts
- Psychology
- Budgets
- Science
- Marketing Strategy
- Series 7
- Grants
- Sma
- Sports
- Applications
- Insurance
- Asset Managment
- Money Managers
- Investments
- Suite
- Microsoft Excel
- Rollovers
- Financial Planning
- Mutual Funds
- Separately Managed Accounts
- Microsoft Word
- Investment Strategies
- Meetings
- Consumer Behaviour
- Parenthood
- Students
- Seminars
- Standards Compliance
Eric Michelson Summary
- Eric Michelson, based in New York, NY, US, is currently a Vice President, SMA — Franklin Templeton Private Portfolio Group, LLC at ClearBridge Investments. Eric Michelson brings experience from previous roles at ClearBridge Investments, JPMorgan Chase & Co., Lord, Abbett & Co. LLC and Morgan Stanley. Eric Michelson holds a 2004 - 2008 Marketing in Rutgers School of Business- Undergraduate @ Rutgers University. With a robust skill set that includes New York, Checks, Investment Vehicles, Wealth Management, Strategic Financial Planning and more. Eric Michelson has 1 emails and 1 mobile phone numbers on RocketReach.
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