Eric Wellmann Email & Phone Number
Managing Director, Institutional Equity Sales @ William O'Neil + Co., Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Eric Wellmann Location
- Boston, MA, US
Eric Wellmann Work
- Managing Director, Institutional Equity Sales @ (January 2022 - Present)
- Managing Director @ (September 2021 - December 2021)
- Strategic Advisor @ (February 2021 - September 2021)
- Fund Development Consultant @ Galt Enterprises Inc (August 2020 - September 2021)
- Managing Director @ (July 2011 - August 2020)
- Senior VP - Equity Sales @ Macquarie Capital (USA) Inc. (May 2009 - June 2011)
- First VP - Equity Sales @ (January 2007 - December 2009)
- Director - Sales @ (January 2001 - August 2007)
- Vice President @ (January 1996 - December 2001)
- Associate @ JPMorgan Chase & Co. (f/k/a Chemical Bank) (January 1994 - December 1995)
- Credit Analyst @ JPMorgan Chase & Co. (f/k/a Chemical Bank) (January 1992 - December 1994)
- Associate - Banking @ (January 1992 - December 1995)
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.
Looking for a different Eric Wellmann?
Find contact details for 700 million professionals.
Others Named Eric Wellmann
Eric Wellmann
Senior Finance Director
Minneapolis, MN, US
Top William O'Neil + Co., Inc. Employees
Eric Wellmann
Managing Director, Institutional Equity Sales
Boston, MA, US
Vida Bruozis
Managing Director
Los Angeles, CA, US
Farhan Arif
Managing Director
London, England, United Kingdom
Cornelio Ash
Director, Equity Analyst
Los Angeles, CA, US
Bill Shao
Senior Programmer
Los Angeles, CA, US
Kenley Scott
Director, Research analyst
Los Angeles, CA, US
Peter Rothe
Managing Director, Research Sales
Boston, MA, US
Michael Cagney
Managing Director
Chicago, IL, US
Glenn Shadrake
Vice President
California, United States
David Alonso
Executive Director-Research Sales
San Francisco, CA, US
Akash Panchal
Fintech Business Systems Analyst
Houston, TX, US
Romeo Alvarez
Director, Research Analyst
Los Angeles, CA, US
Davide C. de Maria
Executive Director, Institutional Equity Sales
London, England, GB
Jordan Silverstein
Client Services Consultant
New York, NY, US
Richard Crehan
Managing Director
New York, NY, US
Greg Harr
Managing Director, Equity Research Sales
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co