Eric Stern Email & Phone Number
Senior Vice President, Wealth Consultant @ First Citizens Bank
5 free lookup(s).
Eric Stern Location
- Danville, CA, US
Eric Stern Work
- 2024 - now Senior Vice President, Wealth Consultant @
- 2017 - 2024 Senior Vice President, Private Banker @
- 2013 - 2017 Managing Director, Private Banking at Ascent Private Capital Management @
- 2010 - 2013 Vice President - Private Banker @
- 2008 - 2010 Vice President - Corporate Banking @
- 2006 - 2008 Vice President - Structured Lending @
- 2004 - 2006 AVP @
- 1997 - 2002 Research Analyst @ William O'Neil & Company
Eric Stern Education
- University of Southern California - Marshall School of Business
Master's Degree (Finance)
2000 - 2002 - UC Santa Barbara
BA (Business Economics)
1994 - 1997
Eric Stern Skills
- Series 7
- Portfolio Management
- Alternative Investments
- Banking
- Series 63
- Loans
- Credit
- Wealth Management
- Finance
- Commercial Banking
- Private Banking
- Investments
- Private Equity
- Relationship Management
- Financial Structuring
- Fixed Income
- Leadership
- Public Speaking
- Mortgage Lending
- Equities
- Marketing
Eric Stern Summary
- Eric Stern, based in Danville, CA, US, is currently a Senior Vice President, Wealth Consultant at First Citizens Bank. Eric Stern brings experience from previous roles at City National Bank, U.S. Bank, Morgan Stanley Smith Barney and Union Bank. Eric Stern holds a 2000 - 2002 Master's Degree in Finance @ University of Southern California - Marshall School of Business. With a robust skill set that includes Series 7, Portfolio Management, Alternative Investments, Banking, Series 63 and more. Eric Stern has 2 emails and 2 mobile phone numbers on RocketReach.
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Top First Citizens Bank Employees
Erik Taylor
SVP, Mortgage Banker
Raleigh, NC, US
Jim Hudak
President - Commercial Finance
New York, NY, US
Randy Martin
Chief Credit Officer
Raleigh, NC, US
Brent Ciliano
Chief Investment Officer
Raleigh, NC, US
Peter Bristow
President at First Citizens Bank
Raleigh, NC, US
William Walsh
Chief Compliance Officer
Raleigh, NC, US
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