Erik Schei's Location
Kirkland, WA, US
Erik Schei's Work
- Associate Advisor @ Gates Pass Advisors
- Financial Advisor @ ARIA WM
- President - Advisor Solutions @ Omniscient Holdings Inc
- Director of Product and Solutions @ CONCERT Wealth Management, Inc.
- Operations Manager @ CONCERT Wealth Management, Inc.
- Portfolio Manager @ CONCERT Wealth Management, Inc.
- Registered CSA @ Morgan Stanley
Erik Schei's Education
- California Polytechnic State University-San Luis Obispo
BS (Mathematics)
Erik Schei's Skills
- Investment Strategies
- Wealth Management
- Asset Allocation
- Asset Management
- Strategic Financial Planning
- Financial Analysis
- Business Planning
- Project Management
- Investments
- Financial Modeling
Erik Schei's Summary
Erik Schei, based in Kirkland, WA, US, is currently a Associate Advisor at Gates Pass Advisors, bringing experience from previous roles at ARIA WM, Omniscient and CONCERT Wealth Management. Erik Schei holds a BS in Mathematics @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Investment Strategies, Wealth Management, Asset Allocation, Asset Management, Strategic Financial Planning and more, Erik Schei contributes valuable insights to the industry. Erik Schei has 2 emails on RocketReach.
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