Erin Pentz Location
- Indianapolis, IN, US
Erin Pentz Work
- 2022 - now VP and Co-COO @
- 2017 - now Principal, CCO and Wealth Advisor @
- 2012 - now CCO, Wealth Advisor and Director of Research and Portfolio Management @
- 2006 - now Wealth Advisor and Director of Research and Portfolio Management @
- 2004 - 2006 Internship @
Erin Pentz Education
- Indiana University - Kelley School of Business
Bachelor of Science (B.S.) (Finance)
Erin Pentz Skills
- Investments
- Wealth Management
- Financial Planning
- Investment Strategies
- Wealth Management Services
- Investment Management
- Mutual Funds
- Portfolio Management
- Wealth Accumulation
- Retirement Planning
- Finance
- Asset Management
- Retirement Income Strategies
- Retirement Solutions
- Investment Portfolio
- Asset Allocation
- Asset Protection
- Securities
- Financial Services
Erin Pentz Summary
- Erin Pentz, based in Indianapolis, IN, US, is currently a VP and Co-COO at SBC Wealth Management. Erin Pentz brings experience from previous roles at SBC Wealth Management. Erin Pentz holds a Bachelor of Science (B.S.) in Finance @ Indiana University - Kelley School of Business. With a robust skill set that includes Investments, Wealth Management, Financial Planning, Investment Strategies, Wealth Management Services and more. Erin Pentz has 2 emails and 2 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Erin Pentz?
Find contact details for 700 million professionals.
Top SBC Wealth Management Employees
Lynn Shepherd
Senior Client Relationship Manager
Venice, FL, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co