Thomas Erb Email & Phone Number
Senior Managing Director and Partner @ Oxford Harriman & Company
5 free lookup(s).
Thomas Erb Location
- Cleveland, OH, US
Thomas Erb Work
- 2024 - now Senior Managing Director and Partner @
- 2022 - 2024 Managing Director and Partner @
- 2022 - 2022 Senior Vice President - Investment Officer @
- 2021 - 2022 First Vice President - Investment Officer @
- 2020 - 2021 Vice President - Investment Officer @
- 2018 - 2020 Associate Vice President - Investment Officer @
- 2013 - 2018 Financial Advisor @
- 2003 - 2013 Senior Account Executive @
Thomas Erb Education
- Miami University 1999 - 2003
Thomas Erb Skills
- Retirement
- Strategic Planning
- Retirement Planning
- Investments
- Insurance
- Mutual Funds
- Stocks
- Strategic Investment Planning/Investment Planning
- Retirement Services
- Bonds
- Estate Investment Planning Services
- Life Insurance
Thomas Erb Summary
- Thomas Erb, based in Cleveland, OH, US, is currently a Senior Managing Director and Partner at Oxford Harriman & Company. Thomas Erb brings experience from previous roles at Oxford Harriman & Company and Wells Fargo Advisors. Thomas Erb holds a 1999 - 2003 Miami University. With a robust skill set that includes Retirement, Strategic Planning, Retirement Planning, Investments, Insurance and more. Thomas Erb has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Oxford Harriman & Company Employees
William Bolas
Senior Managing Director and Partner
Cleveland, OH, US
Daniel Axelson
Managing Director and Partner
Boston, MA, US
Kent Whitaker
President
New York, NY, US
Kery Hutner
Managing Director and Partner
Cleveland, OH, US
Jim Makee
Executive Vice President - Partner
Cleveland, OH, US
Mike Verda
Managing Partner and Director
Lorain, OH, US
Robert Wert
President, Longview Private Wealth Management
Reading, PA, US
Dennis Devane
Managing Director and Partner
New York, NY, US
Joseph Digiacomo
Managing Partner
Philadelphia, PA, US
Michael Finkelstein
Partner
Bloomfield Hills, MI, US
Dennis Barba
President
Cleveland, OH, US
Dathan Lumpkins
Managing Director - Partner
Saint Joseph, MI, US
Jessica Jackson
Associate Director of Marketing and Operations
Chagrin Falls, OH, US
Jaime Zarlenga-Siegler
Managing Director and Partner
Chagrin Falls, OH, US
Michelle Saville
Director of Account Operations
Westlake, OH, US
Thomas Erb
Senior Managing Director and Partner
Cleveland, OH, US
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