Erik Averill Email & Phone Number
Partner @ AWM Capital
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Erik Averill Location
- Phoenix, AZ, US
Erik Averill Work
- Partner | Family Office Advisor @ (August 2010 - Present)
- Partner @ (August 2010 - Present)
- Financial Advisor | Financial Planning Specialist @ (January 2009 - July 2010)
- Professional Athlete @ (June 2005 - June 2008)
- Internship @ (August 2007 - December 2007)
Erik Averill Education
- Yale School of Management
Wealth Management Theory & Practice
2018-2019 - UCLA
Personal Financial Planning Certificate (Finance and Financial Management Services)
2011-2012 - Arizona State University
Finance (Finance, General)
2003-2006
Erik Averill Skills
- Wealth Management
- Certified Financial Planner
- Investment Management
- Portfolio Management
- Risk Management
- Wealth Preservation
- Wealth Transfer
- Philanthropy
- Estate Planning
- Alternative Investments
- Hedge Funds
- Real Estate Investment Consulting
- Small Business Consulting
- Tax Planning
- Cash Management
- Legacy Giving
- Charitable Gift Planning
- Microsoft Excel
- Leadership
- Public Speaking
- Project Management
- PowerPoint
- Marketing
Erik Averill Summary
- Erik Averill, based in Phoenix, AZ, US, is currently a Partner at AWM Capital. Erik Averill brings experience from previous roles at AWM Capital, Morgan Stanley, Detroit Tigers and Smith Barney. Erik Averill holds a 2018 - 2019 Wealth Management Theory & Practice @ Yale School of Management. With a robust skill set that includes Wealth Management, Certified Financial Planner, Investment Management, Portfolio Management, Risk Management and more. Erik Averill has 1 emails and 1 mobile phone numbers on RocketReach.
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Jacob May
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Mansfield, OH, US
Chase Dominguez
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Sophia Barclay
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Sam Acho
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Clayton Kimball
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