Eric Willer Location
- Dallas, TX, US
Eric Willer Work
- 2023 - now Senior Wealth Strategist @
- 2021 - 2023 Insurance and Annuity Broker @
- 2020 - 2021 Investment Research Analyst @
- 2009 - 2020 Regional Vice President, Investments @
- 2012 - 2013 Vice President-Board of Directors @
- 2003 - 2009 Director of Research, Investment Analyst @ ICMC
- 2002 - 2003 Equity Analyst @ McGarr Capital Partners
- 2000 - 2001 Technology and Media and Telecom Equity Analyst @ Hoak Breedlove Wesneski & Co.
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
- Leadership
- Financial Advisory
- Series 63
- Planning
- Fixed Income
- Bonds
- Retirement Planning
- Valuation
- Financial Planning
- Portfolio Management
- Financial Modeling
- Investments
- Finance
- Asset Allocation
- Investment Advisory
- Asset Managment
- Wealth Management
- Equities
- Mutual Funds
- Equity Research
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Portfolios
- Risk Management
- Asset Management
- Financial Analysis
- Private Equity
- Management
- Financial Advice
- Investment Banking
- Due Diligence
- Trading
- Retirement
- Series 7
- Securities
- Hedge Funds
- Investment Management
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, Leadership, Financial Advisory, Series 63, Planning and more. Eric Willer has 2 emails and 1 mobile phone numbers on RocketReach.
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