Eric Wynn Email & Phone Number
Financial Advisor @ Merrill Lynch
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Eric Wynn Location
- Frisco, TX, US
Eric Wynn Work
- 2017 -now Financial Advisor @
- 2016 -2017 Compliance Specialist @
- 2015 -2015 Registered Rep @ Reef Securities Inc
- 2014 -2015 Partner @
- 2012 -2014 Investment Solutions Representative @
Eric Wynn Education
- University of Texas at Dallas
Bachelor's Degree
2009-2015
Eric Wynn Skills
- Investment Strategies
- Asset Allocation
- Portfolio Performance Analysis
- Personal Financial Planning
- Client Development
- Wealth Management
- Manage Client Relationships
- Stock Trading
- Mutual Funds
- ETFs
- Fixed Income
- Option Trading
- Retirement Planning
- Retirement Savings
- Sales Process
- Mandarin Chinese
- Electronic Trading
- Investment Advisory
- Team Building
- 401k Rollovers
- Fixed Annuities
- Insurance
- Variable Annuities
- Financial Risk
- Bonds
- Corporate Finance
- Economics
- Emerging Markets
- Options
- Investments
- Retirement
- Finance
- Portfolio Management
- Mandarin
- Trading
- Series 63
- Series 7
- Bloomberg
- Roth IRA
- High Net Worth Individuals
- Private Equity
- Financial Analysis
- Venture Capital
- Financial Services
- Management
- Equities
- High Net Worth
- Manage Client
- Personal Financial
- Portfolio Performance
Eric Wynn Summary
- Eric Wynn, based in Frisco, TX, US, is currently a Financial Advisor at Merrill Lynch Wealth Management. Eric Wynn brings experience from previous roles at New York Life Insurance Company, Reef Securities Inc, W.B & Associates and Fidelity Investments. Eric Wynn holds a 2009 - 2015 Bachelor's Degree @ University of Texas at Dallas. With a robust skill set that includes Investment Strategies, Asset Allocation, Portfolio Performance Analysis, Personal Financial Planning, Client Development and more. Eric Wynn has 1 emails and 2 mobile phone numbers on RocketReach.
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