Eric Wasson Email & Phone Number
Director, Financial Planning @ Edelman Financial Engines
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Eric Wasson Location
- Indianapolis, IN, US
Eric Wasson Work
- 2024 -now Director, Financial Planning @
- 2013 -2025 Executive Director, Financial Planning @
- 2012 -2013 Vice President of Business Development @
- 2006 -2012 Branch Manager @
- 2004 -2006 Investment Consultant @
- 2003 -2004 Team Leader: Investments @ Bank One / JP Morgan Chase
- 2001 -2003 Financial Rep 1 and Financial Rep 3 @
- 1997 -2001 Full Trader and Senior Trader @
Eric Wasson Education
- Indiana Wesleyan University
Bachelor's Degree (Criminal Justice)
2013-2015 - Wright State University
(Business Administration and Management, General)
1991-1994 - Fairfield Senior High School
High School (General Studies)
1988-1991
Eric Wasson Skills
- Portfolio Management
- Financial Services
- Asset Allocation
- FINRA
- Strategic Financial Planning
- Series 7
- Series 63
- Series 24
- Series 65
- Training
- Mutual Funds
- Recruiting
- Financial Advisory
- Management
- Investment Strategies
- Investments
- Investment Advisory
- Consultative Sales Professional
- Fixed Annuities
- Sales Process
- Finance
- Securities
- Life Insurance
- Sales Management
- Salesforce.com
- Cold Calling
- Talent Acquisition
- Performance Management
- Sales Prospecting
- On-air Experience
- Rainmaker
- Health Insurance
- Variable Annuities
- Uniform Combined State Law
- Retirement Planning
- Wealth Management
- 401k
- Retirement
- IRAs
- ETFs
- Bonds
- Series 4
- Series 9/10
- Options
- CMFC®
- Asset Management
- Relationship Management
- Investment Management
- Wealth Management Services
- Financial Planning
Eric Wasson Summary
- Eric Wasson, based in Indianapolis, IN, US, is currently a Director, Financial Planning at Edelman Financial Engines. Eric Wasson brings experience from previous roles at Edelman Financial Engines, Hefty Wealth Partners and TD Ameritrade. Eric Wasson holds a 2013 - 2015 Bachelor's Degree in Criminal Justice @ Indiana Wesleyan University. With a robust skill set that includes Portfolio Management, Financial Services, Asset Allocation, FINRA, Strategic Financial Planning and more. Eric Wasson has 1 emails and 8 mobile phone numbers on RocketReach.
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