Eric Neufeld Email & Phone Number
Senior Portfolio Manager @ TIAA
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Eric Neufeld Location
- Sammamish, WA, US
Eric Neufeld Work
- 2025 -now Senior Portfolio Manager @
- 2021 -2025 Portfolio Manager @
- 2016 -2021 Portfolio Manager @
- 2015 -2016 Associate Portfolio Manager @
- 2013 -2015 Investment Analyst @
- 2001 -2005 Senior Relationship Manager @
- 1998 -2001 Senior Project Manager @
- 1995 -1998 Account Transition Project Manager @
- 1995 -1995 Research Associate @ SunAmerica Financial Group
- 1994 -1995 Associate @
Eric Neufeld Education
- Suffolk University - Sawyer School of Management
MBA (Finance)
2006-2008 - James Madison University - College of Business
Eric Neufeld Skills
- Asset Allocation
- Series 65
- Strategic Financial Planning
- Investments
- Financial Modeling
- Mutual Funds
- Research
- Finance
- Financial Planning
- 401k
- Portfolio Management
- Investment Strategies
- Capital Markets
- Risk Management
- Equities
- Financial Analysis
- Alternative Investments
Eric Neufeld Summary
- Eric Neufeld, based in Sammamish, WA, US, is currently a Senior Portfolio Manager at TIAA. Eric Neufeld brings experience from previous roles at TIAA and The Pacific Financial Group, Inc.. Eric Neufeld holds a 2006 - 2008 MBA in Finance @ Suffolk University - Sawyer School of Management. With a robust skill set that includes Asset Allocation, Series 65, Strategic Financial Planning, Investments, Financial Modeling and more. Eric Neufeld has 5 emails and 2 mobile phone numbers on RocketReach.
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