Eric Sorensen Email & Phone Number
Senior Financial Advisor, Senior Vice President @ Merrill Lynch
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Eric Sorensen Location
- Miami, FL, US
Eric Sorensen Work
- Senior Financial Advisor, Senior Vice President @ (July 2011 - Present)
Eric Sorensen Education
- University of Florida
Master's Degree
2010-2011 - University of Florida
Bachelor's Degree
2006-2010
Eric Sorensen Skills
- Microsoft Excel
- Portfolio Management
- Due Diligence
- Strategic Planning
- Accounting
- Retirement Planning
- Finance
- Goals Based Wealth Management
- Investments
- Capital Markets
- Retirement Income Planning
- Socially Responsible Investing
- Family Legacy Planning
- Wealth Management
- Banking Solutions
- Financial Analysis
- Risk Management
- Yacht and Aircraft Financing
- Retirement Plan Consulting
- Business Development
- Asset Management
Eric Sorensen Summary
- Eric Sorensen, based in Miami, FL, US, is currently a Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management. Eric Sorensen holds a 2010 - 2011 Master's Degree @ University of Florida. With a robust skill set that includes Microsoft Excel, Portfolio Management, Due Diligence, Strategic Planning, Accounting and more. Eric Sorensen has 1 emails and 1 mobile phone numbers on RocketReach.
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