Eric Wellmann Email & Phone Number

Managing Director, Institutional Equity Sales @ William O'Neil + Co., Inc.

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Eric Wellmann Location

Boston, MA, US

Eric Wellmann Work

2022 - now Managing Director, Institutional Equity Sales @ William O'Neil + Co., Inc.
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2021 - 2021 Managing Director @ Oakpoint Advisors
2021 - 2021 Strategic Advisor @ Interlink Markets

2020 - 2021 Fund Development Consultant @ Galt Enterprises Inc
2011 - 2020 Managing Director @ INSTINET HOLDINGS INCORPORATED
2009 - 2011 Senior VP - Equity Sales @ Macquarie Capital (USA) Inc.
2007 - 2009 First VP - Equity Sales @ Merrill Lynch
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2001 - 2007 Director - Sales @ Merrill Lynch
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1996 - 2001 Vice President @ Merrill Lynch
1994 - 1995 Associate @ JPMorgan Chase & Co. (f/k/a Chemical Bank)

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Eric Wellmann Education

The Wharton School
MBA (Finance, Entrepreneurship)
Middlebury College
Bachelor of Arts - BA (Economics, German)

Eric Wellmann Skills

Asset Management
Investments
Chartered Financial Analyst

Sales
Finance
Capital Markets
Strategic Partner Relationship Management
Revenue Generation
Business Strategy
Financial Services

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Eric Wellmann Summary

Eric Wellmann, based in Boston, MA, US, is currently a Managing Director, Institutional Equity Sales at William O'Neil + Co., Inc.. Eric Wellmann brings experience from previous roles at Oakpoint Advisors, Interlink Markets, Galt Enterprises Inc and INSTINET HOLDINGS INCORPORATED. Eric Wellmann holds a MBA in Finance, Entrepreneurship @ The Wharton School. With a robust skill set that includes Asset Management, Investments, Chartered Financial Analyst, Sales, Finance and more. Eric Wellmann has 2 emails and 1 mobile phone numbers on RocketReach.

Eric Wellmann Emails

Found 2 emails

Eric Wellmann Phone Numbers

Found 4 phone numbers

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Eric Wellmann

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Top William O'Neil + Co., Inc. Employees

Eric Wellmann

Managing Director, Institutional Equity Sales at William O'Neil + Co., Inc.

Boston, MA, US
2
- gmail.com
- williamoneil.com
4
- +1 617-669-XXXX
- +1 781-923-XXXX
- +1 781-923-XXXX
- +1 617-742-XXXX
Greg Harr

Managing Director, Equity Research Sales at William O'Neil + Co., Inc.

New York, NY, US
1
- williamoneil.com
2
- +1 646-228-XXXX
- +1 617-285-XXXX
Richard Crehan

Managing Director at William O'Neil + Co., Inc.

New York, NY, US
2
- gmail.com
- williamoneil.com
1
- +1 716-830-XXXX
Farhan Arif

Managing Director at William O'Neil + Co., Inc.

London, England, United Kingdom
2
- hotmail.com
- williamoneil.com
2
- +1 516-634-XXXX
- +1 447-983-XXXX
Akash Panchal

Fintech Business Systems Analyst at William O'Neil + Co., Inc.

Houston, TX, US
3
- gmail.com
- yahoo.com
- williamoneil.com
3
- +1 832-618-XXXX
- +1 281-870-XXXX
- +1 832-618-XXXX
Kenley Scott

Director, Research analyst at William O'Neil + Co., Inc.

Los Angeles, CA, US
3
- williamoneil.com
- hotmail.com
- olsohio.org
5+
- +1 310-448-XXXX
- +1 916-207-XXXX
- +1 901-837-XXXX
- +1 951-207-XXXX
- +1 916-392-XXXX
- +1 916-424-XXXX
Bill Shao

Senior Programmer at William O'Neil + Co., Inc.

Los Angeles, CA, US
2
- williamoneil.com
- gmail.com
2
- +1 661-388-XXXX
- +1 909-753-XXXX
Jordan Silverstein

Client Services Consultant at William O'Neil + Co., Inc.

New York, NY, US
2
- +1 516-883-XXXX
- +1 516-672-XXXX

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