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 @
- 2021 -2021 Managing Director @
- 2021 -2021 Strategic Advisor @
- 2020 -2021 Fund Development Consultant @ Galt Enterprises Inc
- 2011 -2020 Managing Director @
- 2009 -2011 Senior VP - Equity Sales @ Macquarie Capital (USA) Inc.
- 2007 -2009 First VP - Equity Sales @
- 2001 -2007 Director - Sales @
- 1996 -2001 Vice President @
- 1994 -1995 Associate @ JPMorgan Chase & Co. (f/k/a Chemical Bank)
- 1992 -1994 Credit Analyst @ JPMorgan Chase & Co. (f/k/a Chemical Bank)
- 1992 -1995 Associate - Banking @
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
- Analytical Skills
- Portfolio Management
- Consultative Selling
- Marketing Strategy
- Securities
- Equities
- Proactive
- Creative
- Flexible
- Written Communication
- Investment Banking
- Equity Valuation
- Technical Analysis
- Organized
- Analytical
- Motivated
- Leadership
- People Management
- Conflict Resolution
- Problem Solving
- Equity Sales
- Financial Markets
- Commercial Litigation
- Intellectual Property
- Branch Banking
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.
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