Eric Udvari Email & Phone Number
Wealth Manager @ Howe & Rusling Wealth Management
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Eric Udvari Location
- Boise, ID, US
Eric Udvari Work
- 2021 -now Wealth Manager @
- 2021 -now Portfolio Manager @
- 2018 -2021 Wealth Management Advisor @
- 2016 -2018 Associate Financial Consultant @
- 2015 -2016 Financial Services Professional @
- 2014 -2015 Credit Risk Analyst @
Eric Udvari Education
- University of Arizona
Bachelor's degree 2014 (Finance, General)
2010-2014 - Yale University
(Wealth Management Theory and Practice- CPWA®)
2023
Eric Udvari Skills
- Microsoft Excel
- Microsoft Office
- PowerPoint
- Microsoft Word
- Customer Service
- Teamwork
- Financial Analysis
- Research
- Public Speaking
- Social Media
- English
- Data Analysis
- Time Management
- Access
- Analysis
- Leadership
- Wealth Management
- Financial Planning
- Asset Management
- Portfolio Management
- Life Insurance
- Consultative Selling
- Investments
- Account Management
Eric Udvari Summary
- Eric Udvari, based in Boise, ID, US, is currently a Wealth Manager at Howe & Rusling. Eric Udvari brings experience from previous roles at Howe & Rusling, TIAA and Charles Schwab. Eric Udvari holds a 2010 - 2014 Bachelor's degree 2014 in Finance, General @ University of Arizona. With a robust skill set that includes Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service and more. Eric Udvari has 1 emails and 1 mobile phone numbers on RocketReach.
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