Erich Leidel Email & Phone Number
Partner, Chief Financial Officer @ Aleph
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Erich Leidel Location
- Minneapolis, MN, US
Erich Leidel Work
- 2020 -now Partner, Chief Financial Officer @
- 2017 -2020 Director of Operations @
- 2009 -2017 Vice President, Wealth Management @
- 2008 -2009 Investment Analyst @
- 2006 -2007 Franchise Owner @
Erich Leidel Education
- UMN Carlson School of Management
Bachelor's degree (Accounting and Finance)
2005-2009
Erich Leidel Skills
- Financial Modeling
- Investments
- Portfolio Management
- Finance
- Strategic Financial Planning
- Wealth Management
- Entrepreneurship
- Leadership
- Financial Analysis
- Sales
- Equities
- Investment Strategies
- Management
- Forecasting
- Start-ups
- Financial Reporting
- Budgets
- Asset Allocation
- Microsoft Office
- Customer Service
- Hedge Funds
- Fixed Income
- Account Management
- Business Strategy
- Alternative Investments
- Series 65
- Asset Management
- Investment Advisory
- Mutual Funds
- Investment Management
- Trading
- Microsoft Excel
- Customer Relationship Management (CRM)
- Project Management
- PowerPoint
- Consulting
- Strategic Planning
- Business Development
- Financial Services
- Customer Relationship Management Crm
- Platform
- Start Ups
- Advisory
- Operations
- Billing
- Marketing
- Services
- Customer Relationship Management
- Securities
- Financial Advisory
- FINRA
- Team Management
- Team Leadership
- Organizational Leadership
Erich Leidel Summary
- Erich Leidel, based in Minneapolis, MN, US, is currently a Partner, Chief Financial Officer at Aleph Holdings. Erich Leidel brings experience from previous roles at Affiance Financial, Sawtooth Solutions, Redhawk Wealth Advisors and College Pro. Erich Leidel holds a 2005 - 2009 Bachelor's degree in Accounting and Finance @ UMN Carlson School of Management. With a robust skill set that includes Financial Modeling, Investments, Portfolio Management, Finance, Strategic Financial Planning and more. Erich Leidel has 1 emails and 1 mobile phone numbers on RocketReach.
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