Thomas Erb Email & Phone Number
Senior Managing Director and Partner @ Oxford Harriman & Company
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Thomas Erb Location
- Cleveland, OH, US
Thomas Erb Work
- Senior Managing Director and Partner @ (July 2024 - Present)
- Managing Director and Partner @ (September 2022 - July 2024)
- Senior Vice President - Investment Officer @ (March 2022 - October 2022)
- First Vice President - Investment Officer @ (March 2021 - March 2022)
- Vice President - Investment Officer @ (March 2020 - March 2021)
- Associate Vice President - Investment Officer @ (March 2018 - March 2020)
- Financial Advisor @ (June 2013 - March 2018)
- Senior Account Executive @ (June 2003 - June 2013)
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
- Estate Investment Planning
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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