Eric Willer Email & Phone Number
Senior Wealth Strategist @ WD Wealth Strategies
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Eric Willer Location
- Dallas, TX, US
Eric Willer Work
- Senior Wealth Strategist @ (April 2023 - Present)
- Insurance and Annuity Broker @ (May 2021 - April 2023)
- Investment Research Analyst @ Halcyon Wealth Advisors, LLC (June 2020 - May 2021)
- Regional Vice President, Investments @ (May 2009 - June 2020)
- Vice President-Board of Directors @ (January 2012 - May 2013)
- Director of Research, Investment Analyst @ ICMC (April 2003 - January 2009)
- Equity Analyst @ McGarr Capital Partners (January 2002 - January 2003)
- Technology and Media and Telecom Equity Analyst @ Hoak Breedlove Wesneski & Co. (March 2000 - December 2001)
Eric Willer Education
- CFA Institute
CFA (Chartered Financial Analyst with the )
1999-2001 - Texas McCombs School of Business
Masters (Finance and Investments)
1997-1999 - The University of Texas at Austin
BBA (Finance and International Business)
1984-1989 - W T White
Eric Willer Skills
- Alternative Investments
- Analytical Skills
- Asset Allocation
- Asset Management
- Asset Managment
- Bonds
- Chartered Financial Analyst
- Client Relations
- Communication
- Data Analysis
- Due Diligence
- Equities
- Equity Research
- Finance
- Financial Accounting
- Financial Advice
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Services
- Fixed Income
- Hedge Funds
- High Net Worth Individuals
- Investment Advisory
- Investment Banking
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Management
- Mutual Funds
- Portfolio Management
- Portfolios
- Presentation Skills
- Private Equity
- Problem Solving
- Relationship Building
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Strategy
- Trading
- Valuation
- Wealth Management
- Planning
Eric Willer Summary
- Eric Willer, based in Dallas, TX, US, is currently a Senior Wealth Strategist at WD Wealth Strategies. Eric Willer brings experience from previous roles at Family First Life, Halcyon Wealth Advisors, LLC, Fusion Wealth Managers and Discovery Training Ministries. Eric Willer holds a 1999 - 2001 CFA in Chartered Financial Analyst with the @ CFA Institute. With a robust skill set that includes Alternative Investments, Analytical Skills, Asset Allocation, Asset Management, Asset Managment and more. Eric Willer has 1 emails and 2 mobile phone numbers on RocketReach.
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