Eric Sousa Email & Phone Number
Reporting and Data Manager @ The Advisory Group of San Francisco, LLC
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Eric Sousa Location
- San Francisco, CA, US
Eric Sousa Work
- 2023 -now Reporting and Data Manager @
- 2022 -2022 Associate Consultant @
- 2017 -2021 Finance Associate and Project Manager and Securities Trader @ Cerity Partners / BOS Investments
- 2015 -2017 Portfolio and Operations Analyst @ Cypress Wealth Advisors
- 2011 -2014 Data Entry Specialist @
- 2013 -2013 Financial and Project Management Analyst @
Eric Sousa Education
- HEC Paris
Master of Business Administration - MBA
2021-2023 - University of California, Davis
Bachelor's degree (Economics and International Relations)
2011-2014 - Mare Island Technology Academy
High School Diploma
2007-2011
Eric Sousa Skills
- Public Speaking
- Spanish
- Stata
- Data Analysis
- Outlook
- Economics
- Microsoft Office
- PowerPoint
- Social Media
- Customer Service
- Financial Services
- Data Entry
- Investments
- Portfolio Management
- R
- Microsoft Excel
- Microsoft Word
- Presentation Skills
- Customer Relationship Management Crm
- Client Relations
- Salesforce
- Financial Planning
- Project Governance
- Communication
- Tech Savvy
- Financial Accounting
- Advent Axys
- Bloomberg Terminal
- Microsoft Dynamics CRM
- Program Management
- Financial Statement Analysis
- Analytical Skill
- Database Management System Dbms
- Time Management
- Tamarac Trading
- Financial Analysis
- Decision Making
- Interpersonal Skills
- Teamwork
- Financial Reporting
- Project Management
- Process Management
- Customer Relationship Management
- Database Management System
Eric Sousa Summary
- Eric Sousa, based in San Francisco, CA, US, is currently a Reporting and Data Manager at The Advisory Group of San Francisco, LLC. Eric Sousa brings experience from previous roles at Federal Home Loan Bank of San Francisco, Cerity Partners / BOS Investments, Cypress Wealth Advisors and UC Davis Office of the Vice Provost. Eric Sousa holds a 2021 - 2023 Master of Business Administration - MBA @ HEC Paris. With a robust skill set that includes Public Speaking, Spanish, Stata, Data Analysis, Outlook and more. Eric Sousa has 1 emails and 1 mobile phone numbers on RocketReach.
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Top The Advisory Group of San Francisco, LLC Employees
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