Eric Sorenson Email
Wealth Advisor @ Capstone Capital Group
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Eric Sorenson Location
- Las Vegas, NV, US
Eric Sorenson Work
- Wealth Advisor @ (June 2026 - Present)
- Client Experience Advisor @ (August 2025 - June 2026)
- Merrill Financial Solutions Advisor @ (August 2024 - August 2025)
- Advisor Development Program - Financial Solutions Advisor @ (September 2023 - August 2024)
- Relationship Manager @ (August 2022 - September 2023)
- Junior Banking Analyst @ (January 2022 - July 2022)
- Finance Intern @ (June 2021 - December 2021)
- Busser @ (February 2018 - August 2021)
Eric Sorenson Education
- University of Nevada-Las Vegas
Bachelor of Science - BS (Finance, General)
2018-2021
Eric Sorenson Skills
- Analytical Skills
- Asset Allocation
- Asset Management
- Banking
- Business
- Client Development
- Client Relations
- Client-focused
- Consolidated Financial Statements
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Equities
- Family Wealth Management
- Fiduciary Services
- Finance
- Financial Accounting
- Financial Advisory
- Financial Analysis
- Financial Consolidation
- Financial Planning
- Financial Services
- Financial Statements
- Five9
- Fixed-Income Investing
- Food & Beverage
- Food Safety
- Food Service
- Hospitality Service
- Investment Management
- Investment Portfolios
- Loan Servicing
- Microsoft Excel
- Microsoft Office
- Microsoft SQL Server
- Microsoft Word
- New Restaurant Openings
- Operational Excellence
- Outbound Sales
- Portfolio Management
- Research Skills
- SQL
- Sales
- Salesforce Lightning
- Securities
- Tableau
- Wealth Management Services
- Wealth Preservation Planning
Eric Sorenson Summary
- Eric Sorenson, based in Las Vegas, NV, US, is currently a Wealth Advisor at Capstone Capital Wealth Advisors. Eric Sorenson brings experience from previous roles at Merrill Lynch and Bank of America. Eric Sorenson holds a 2018 - 2021 Bachelor of Science - BS in Finance, General @ University of Nevada-Las Vegas. With a robust skill set that includes Analytical Skills, Asset Allocation, Asset Management, Banking, Business and more. Eric Sorenson has 1 emails on RocketReach.
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