Erica Weiser Email & Phone Number
Regional Director, Business Development @ NewEdge Capital Group
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Erica Weiser Location
- Charlotte, NC, US
Erica Weiser Work
- Regional Director, Business Development @ (September 2025 - Present)
- Regional VP, NC, SC, TN and National Schwab Branches @ (January 2022 - September 2025)
- Vice President, Relationship Management, East region @ (April 2020 - January 2022)
- Senior Wealth Consultant, Business Development Mid-Atlantic @ (May 2018 - April 2020)
- Director, Financial Education @ (May 2017 - May 2018)
- Regional Wealth Management Consultant, Southeast @ (July 2015 - June 2016)
- Regional Consultant @ (February 2014 - June 2015)
- Vice President, VA Sub Advisory Institutional Sales Director, South @ (September 2012 - February 2014)
- Vice President, Sales Director @ (September 2012 - January 2014)
- Senior Vice President, Sales Director @ Steadfast Capital Markets (October 2009 - June 2011)
- President, Owner @ EJ Weiser Consulting, Inc..
- External Wholesaler @ (March 2003 - September 2004)
- External Wholesaler, Regional Director @ (July 1998 - March 2004)
- External Wholesaler @ American Skandia (July 1998 - September 2002)
- Financial Consultant @ (January 1993 - January 1995)
- Personal Banker @ Chase Manhattan Bank (January 1989 - January 1992)
Erica Weiser Education
- Baruch College
BBA (Finance & Investments)
- Cornell University
(ILR)
- BERNARD Baruch College
BBA (Finance & Investments)
Erica Weiser Skills
- Series 66
- Series 7
- Asset Management
- Mutual Funds
- Retirement Planning
- Asset Allocation
- Financial Advisory
- Wealth Management
- Financial Planning
- Fixed Annuities
- Investments
- Alternative Investments
- Finance
- Investment Management
- Due Diligence
- Banking
- Consultative sales
- Fixed Income
- Equities
- Business Development
- Customer Relationship Management (CRM)
- Sales Management
- Outside Sales
- Sales Presentations
- Team Building
- Negotiation
- Leadership
- Coaching
- Employee Training
- Interpersonal Skills
- Relationship Management
- People Management
- Series 63
- Variable Annuities
- High Net Worth Individuals
- VA state Life and Health License
- Separately Managed Accounts
- Wrap Accounts
- RIAs
- Capital Raising
- Series 65
- Product Distribution
- Employee Learning & Development
- Nc Life and Health
- Customer Relationship Management Crm
- Employee Learning And Development
- Customer Relationship Management
Erica Weiser Summary
- Erica Weiser, based in Charlotte, NC, US, is currently a Regional Director, Business Development at NewEdge Capital Group. Erica Weiser brings experience from previous roles at Mercer Wealth Advisors, LPL Financial, Mariner Wealth Advisors and Edelman Financial Engines. With a robust skill set that includes Series 66, Series 7, Asset Management, Mutual Funds, Retirement Planning and more. Erica Weiser has 2 emails and 4 mobile phone numbers on RocketReach.
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