Eric Stern Email & Phone Number
Senior Vice President, Wealth Consultant @ First Citizens Bank
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Eric Stern Location
- Danville, CA, US
Eric Stern Work
- Senior Vice President, Wealth Consultant @ (May 2024 - Present)
- Senior Vice President, Private Banker @ (September 2017 - May 2024)
- Managing Director, Private Banking at Ascent Private Capital Management @ (June 2013 - August 2017)
- Vice President - Private Banker @ (July 2010 - June 2013)
- Vice President - Corporate Banking @ (December 2008 - July 2010)
- Vice President - Structured Lending @ (June 2006 - December 2008)
- AVP @ (January 2004 - January 2006)
- Research Analyst @ William O'Neil & Company (January 1997 - January 2002)
Eric Stern Education
- USC 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 @ USC 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.
Looking for a different Eric Stern?
Find contact details for 700 million professionals.
Top First Citizens Bank Employees
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co