Eric Wasserman Location
- Mammoth Lakes, CA, US
Eric Wasserman Work
- 2023 - now Managing Partner @
- 2014 - 2023 Managing Director @ Mammoth Wealth Management, Inc.
- 2014 - 2019 Senior Financial Advisor @ Wells Fargo Advisors Financial Network
- 2003 - 2014 Financial Advisor @
Eric Wasserman Education
- University of Pittsburgh
Bachelor of Arts (B.A.) (Business/Behavioral Neuroscience/Healthcare)
1989 - 1994
Eric Wasserman Skills
- 401k Rollovers
- Budgets
- Customer Service
- Financial Analysis
- Financial Modeling
- Investments
- Leadership
- Microsoft Excel
- Managerial Finance
- Portfolio Management
- Microsoft Office
- Process Improvement
- Public Speaking
- Retirement Planning
- Risk Management
- Saving for Education
- Series 7
- Strategic Planning
- Valuation
- Financial Planning
- Wealth Management
- Finance
- Mutual Funds
- Event Management
- Asset Management
- Insurance
- Retirement
- Life Insurance
- Equities
- Financial Services
Eric Wasserman Summary
- Eric Wasserman, based in Mammoth Lakes, CA, US, is currently a Managing Partner at Orion Capital. Eric Wasserman brings experience from previous roles at Mammoth Wealth Management, Inc., Wells Fargo Advisors Financial Network and Edward Jones. Eric Wasserman holds a 1989 - 1994 Bachelor of Arts (B.A.) in Business/Behavioral Neuroscience/Healthcare @ University of Pittsburgh. With a robust skill set that includes 401k Rollovers, Budgets, Customer Service, Financial Analysis, Financial Modeling and more. Eric Wasserman has 2 emails and 1 mobile phone numbers on RocketReach.
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