Managing Director - Investment Officer, Financial Advisor @ Solis Financial Strategies Group of Wells Fargo Advisors (February 1995 - May 2023)
Eric R. Solis Education
University of California, Davis
Degrees in Economics and International Relations
1992-1994
Sacramento City College
Eric R. Solis Skills
Community Outreach
Estate Investment Planning
Event Planning
Finance
Financial Advisory
Fundraising
Investments
Leadership
Nonprofits
Pensions
Program Management
Public Relations
Public Speaking
Retirement
Small Business
Social Media
Management
Business Development
Portfolio Management
Financial Modeling
Valuation
Estate Investment
Start Ups
Strategic Partnerships
Executive Management
Mergers and Acquisitions
Strategy
Strategic Planning
Entrepreneurship
Venture Capital
Business Strategy
Analytics
Financial Services
Business Planning
Corporate Development
Product Development
Cross Functional Team Leadership
Competitive Analysis
Mobile Devices
Team Leadership
Change Management
Leadership Development
Operational Excellence
Agile Project Management
Money Transfers
Mobile Payments
Loyalty Programs
Credit Card Transaction Processing
Scrum
Innovation Management
Transaction Processing
Eric R. Solis Summary
Eric R. Solis, based in Sacramento, CA, US, is currently a Managing Partner at First Summit Wealth Management. Eric R. Solis brings experience from previous roles at Solis Financial Strategies Group of Wells Fargo Advisors. Eric R. Solis holds a 1992 - 1994 Degrees in Economics and International Relations @ University of California, Davis. With a robust skill set that includes Community Outreach, Estate Investment Planning, Event Planning, Finance, Financial Advisory and more. Eric R. Solis has 1 emails and 10 mobile phone numbers on RocketReach.
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