Eric Stone Email
Senior Wealth Advisor - Vice President @ Citi
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Eric Stone Location
- Chicago, IL, US
Eric Stone Work
- Senior Wealth Advisor - Vice President @ (February 2024 - Present)
- Wealth Advisor - Vice President @ (March 2020 - February 2024)
- Associate @ (March 2017 - March 2020)
- Global Wealth Management Intern @ (June 2014 - August 2014)
Eric Stone Education
- The University of Iowa Tippie College of Business
B.B.A (Finance)
Eric Stone Skills
- Consulting
- Customer Service
- Data Analysis
- Financial Analysis
- Fun At Work
- Leadership
- Library
- Management
- Market Research
- Marketing Strategy
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Portfolio Management
- PowerPoint
- Private Wealth Management
- Public Speaking
- SPSS
- Sales
- Social Media
- Social Networking
- Strategic Financial Planning
- Teamwork
- Time Management
Eric Stone Summary
- Eric Stone, based in Chicago, IL, US, is currently a Senior Wealth Advisor - Vice President at Citi. Eric Stone brings experience from previous roles at Citi and Morgan Stanley Wealth Management. Eric Stone holds a B.B.A in Finance @ The University of Iowa Tippie College of Business. With a robust skill set that includes Consulting, Customer Service, Data Analysis, Financial Analysis, Fun At Work and more. Eric Stone has 2 emails on RocketReach.
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