Eric Zeitler Location
- San Antonio, TX, US
Eric Zeitler Work
- 2013 - now Private Wealth Manager @ Client Centric Wealth Management
- 2008 - 2013 Registered Investment Advisor @
- 2007 - 2008 Regional Marketing Director @
- 2001 - 2007 Area Sales, Area Sales Manager @ Capital Group
- 2000 - 2001 Investment Representative @
Eric Zeitler Education
- College for Financial Planning
Chartered Retirement Plan Specialist
2004 - 2004 - College for Financial Planning
Chartered Mutual Fund Counselor
2003 - 2003 - Angelo State University
BBA (Business)
1996 - 1998
Eric Zeitler Skills
- Mutual Funds
- Retirement Planning
- Investments
- Retirement
- Financial Planning
- Securities
- Qualified Retirement Plans
- AIF
- Management
- Microsoft Office
- Portfolio Management
- New Business Development
- Nursing
- Customer Service
- SAN
Eric Zeitler Summary
- Eric Zeitler, based in San Antonio, TX, US, is currently a Private Wealth Manager at Client Centric Wealth Management. Eric Zeitler brings experience from previous roles at Williams Financial Group, Hartford Financial Services Group, Capital Group and Edward Jones. Eric Zeitler holds a 2004 - 2004 Chartered Retirement Plan Specialist @ College for Financial Planning. With a robust skill set that includes Mutual Funds, Retirement Planning, Investments, Retirement, Financial Planning and more. Eric Zeitler has 1 emails and 1 mobile phone numbers on RocketReach.
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