Service Manager @ 1st Global (May 2018 - July 2019)
Brokerage Manager @ (February 2011 - May 2018)
Investment Consultant @ (September 2008 - February 2011)
Manager @ (December 1993 - August 2008)
Eric Zahn Education
North Garland High School
Eric Zahn Skills
Finance
Insurance
Financial Services
Trading
Wealth Management
401(k) Retirement Savings Plans
Securities
Customer Service
Investments
Mutual Funds
Management
Retirement Planning
Risk Management
Relationship Building
Sales
Financial Advisory
Consulting
Leadership
Wealth Management Services
ETFs
Eric Zahn Summary
Eric Zahn, based in Lewisville, TX, US, is currently a Manager Client Partners at Apex Clearing Corporation. Eric Zahn brings experience from previous roles at 1st Global, TIAA, TD Ameritrade and Fidelity Investments. Eric Zahn holds a North Garland High School. With a robust skill set that includes Finance, Insurance, Financial Services, Trading, Wealth Management and more. Eric Zahn has 2 emails and 2 mobile phone numbers on RocketReach.
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