Eric Shoenfeld Email & Phone Number
Managing Director @ Prime Financial Group
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Eric Shoenfeld Location
- Glen Allen, VA, US
Eric Shoenfeld Work
- Managing Director @ (May 2019 - Present)
- Senior Vice President, Financial Planning @ (April 2005 - May 2019)
- Marketing Associate @ (January 2000 - January 2005)
Eric Shoenfeld Education
- Hampden-Sydney College
B.A. (Political Science, English)
1995-1999 - University of Oxford
St. Anne's College (English Literature)
1998-1998
Eric Shoenfeld Skills
- Investments
- Asset Allocation
- Investment Advisory
- Mutual Funds
- Retirement Planning
- Qualified Retirement Plans
- Planning Advice
- Investment Management
- Financial Advisory
- IRAs
- Financial Services
- 401k
- Securities
- ETFs
- Roth IRA
- Portfolio Management
- Equities
- Finance
- Personal Finance
- Personal Financial Planning
- Wealth Accumulation
- Asset Management
- Wealth
- Risk Management
- Fixed Income
- Trading
- Asset Managment
- Estate Planning
- Financial Analysis
- Fixed Annuities
- High Net Worth Individuals
- Insurance
- Investment Strategies
- Relationship Management
- Retirement
- Strategic Financial Planning
- Wealth Management
- Series 65
- 401k Rollovers
- Bonds
- Separately Managed Accounts
- Modern Portfolio Theory
- Series 63
- Qualified Retirement
- Wealth Management Services
- Personal Financial
- Separately Managed
Eric Shoenfeld Summary
- Eric Shoenfeld, based in Glen Allen, VA, US, is currently a Managing Director at Prime Capital Financial. Eric Shoenfeld brings experience from previous roles at Financial Engines and Wells Fargo. Eric Shoenfeld holds a 1995 - 1999 B.A. in Political Science, English @ Hampden-Sydney College. With a robust skill set that includes Investments, Asset Allocation, Investment Advisory, Mutual Funds, Retirement Planning and more. Eric Shoenfeld has 3 emails and 1 mobile phone numbers on RocketReach.
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