Eric R. Solis Location
- Sacramento, CA, US
Eric R. Solis Work
- 2023 - now Managing Partner @ First Summit Wealth Management
- 1995 - 2023 Managing Director - Investment Officer, Financial Advisor @ Solis Financial Strategies Group of Wells Fargo Advisors
Eric R. Solis Education
- University of California, Davis
(Degrees in Economics and International Relations)
1992 - 1994 - Sacramento City College
Eric R. Solis Skills
- Management
- Investments
- Leadership
- Pensions
- Public Speaking
- Financial Advisory
- Retirement
- Small Business
- Event Planning
- Finance
- Nonprofits
- Public Relations
- Social Media
- Fundraising
- Estate Investment Planning
- Community Outreach
- Program 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 University of California, Davis. With a robust skill set that includes Management, Investments, Leadership, Pensions, Public Speaking and more. Eric R. Solis has 1 emails and 9 mobile phone numbers on RocketReach.
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