Eric Strom Email & Phone Number
Director of Financial Planning @ Annex Wealth Management
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Eric Strom Location
- Milwaukee, WI, US
Eric Strom Work
- Director of Financial Planning @ (July 2024 - Present)
- Financial Planning Manager @ (October 2021 - July 2024)
- Senior Financial Planner @ (January 2020 - October 2021)
- Financial Planning Specialist @ (January 2018 - January 2020)
- Financial Advisor and Tax Planner @ (December 2016 - December 2017)
Eric Strom Education
- Boston University
Certificate (Financial Planning)
2016-2018 - Marlboro College
Bachelor's degree (Biochemistry)
2003-2007 - Salem High School (Salem, MA) 1999-2003
Eric Strom Skills
- Account Management
- Business Development
- Charitable Gift Planning
- Client Prospecting
- Customer Service
- Employee Training
- Hiring
- Insurance Planning
- Interviewing
- Leadership
- Management
- Microsoft Office
- People Development
- People Management
- Personal Financial Planning
- Personal Tax Planning
- Presentation Skills
- Project Management
- Public Speaking
- Relationship Building
- Retirement Planning
- Sales
- Sales Operations
- Sales Prospecting
- Salesforce.com
- Scheduling
- Social Security
- Strategic Planning
- Territory Account Management
- Training
- eMoney
Eric Strom Summary
- Eric Strom, based in Milwaukee, WI, US, is currently a Director of Financial Planning at Annex Wealth Management. Eric Strom brings experience from previous roles at Annex Wealth Management and Focused Tax Solutions. Eric Strom holds a 2016 - 2018 Certificate in Financial Planning @ Boston University. With a robust skill set that includes Account Management, Business Development, Charitable Gift Planning, Client Prospecting, Customer Service and more. Eric Strom has 2 emails and 1 mobile phone numbers on RocketReach.
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Eric Strom
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Eric Strom
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Milwaukee, WI, US
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