Erik Berg Email & Phone Number
Managing Director, Investment Officer, PIM® Portfolio Manager, CERTIFIED FINANCIAL PLANNER® @ Wells Fargo Advisors
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Erik Berg Location
- Atlanta, GA, US
Erik Berg Work
- 2026 -now Managing Director, Investment Officer, PIM® Portfolio Manager, CERTIFIED FINANCIAL PLANNER® @
- 1998 -2026 Senior Vice President, Financial Advisor, Portfolio Mgmt Director, CERTIFIED FINANCIAL PLANNER® @
Erik Berg Education
- University of Notre Dame
BBA, Finance and Computer Applications (Mendoza College of Business)
1994-1998 - Brophy College Preparatory 1990-1994
Erik Berg Skills
- Investments
- Strategic Planning
- Training
- Customer Service
- Planning
- Financial Planning
- Finance
- Wealth Management
- Services
- Financial Services
- Project Planning
- Marketing
Erik Berg Summary
- Erik Berg, based in Atlanta, GA, US, is currently a Managing Director, Investment Officer, PIM® Portfolio Manager, CERTIFIED FINANCIAL PLANNER® at Wells Fargo Advisors. Erik Berg brings experience from previous roles at Morgan Stanley Wealth Management. Erik Berg holds a 1994 - 1998 BBA, Finance and Computer Applications in Mendoza College of Business @ University of Notre Dame. With a robust skill set that includes Investments, Strategic Planning, Training, Customer Service, Planning and more. Erik Berg has 3 emails and 2 mobile phone numbers on RocketReach.
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