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Eric Palpacuer

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Eric Palpacuer

High Net-worth Investment Consultant | Fisher Investments

Florida, Tampa, United States

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Eric Palpacuer

Summary

Eric Palpacuer is a seasoned finance professional with extensive experience in business development and relationship management. Currently serving as the Vice President of the Private Client Group at Fisher Investments, he leads a team dedicated to high net-worth clients and manages significant assets under management. His background includes a successful tenure at Vanguard, where he honed his skills in investment counseling and client engagement. Fluent in French, English, and Spanish, Eric brings a multicultural perspective to his work, enhancing his ability to connect with diverse clients. He is passionate about using data analysis to improve client services and drive growth initiatives. With a strong educational foundation, including an MBA and a Certified Financial Planner certification, Eric combines technical expertise with leadership acumen. His commitment to mentorship and training reflects his dedication to professional development within his team. An advocate for process improvement, he has implemented initiatives that have positively impacted organizational efficiency.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Eric Palpacuer

Work Experience

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Vice President - Private Client Group at

Fisher Investments

October 2019 - Present

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Eric Palpacuer

Education

Kaplan University, CERTIFIED FINANCIAL PLANNER™ certification

January 2016 - January 2017

University of Nice, Licence (Bachelor) in Economics and Management, Concentration in Finance

January 2004 - January 2007

University of North Carolina, (MBA) Master of Entrepreneurship, 4.0

January 2007 - January 2008

Frequently Asked Questions about Eric Palpacuer

What is Eric Palpacuer email address?

Eric Palpacuer's primary email address is **************@fi.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Eric Palpacuer work for?

Eric Palpacuer is a High Net-worth Investment Consultant at Fisher Investments.

Where Eric Palpacuer graduated from?

Eric Palpacuer holds a degree in null from Kaplan University.

How can I directly contact Eric Palpacuer?

To contact Eric Palpacuer directly, you can use the email address **************@fi.com. Complete contact information is available upon registration with Muraena.

Is Eric Palpacuer an immigrant?

Yes, Eric Palpacuer is an immigrant and currently based in United States

Who is Eric Palpacuer?

Eric Palpacuer is a seasoned finance professional with extensive experience in business development and relationship management. Currently serving as the Vice President of the Private Client Group at Fisher Investments, he leads a team dedicated to high net-worth clients and manages significant assets under management. His background includes a successful tenure at Vanguard, where he honed his skills in investment counseling and client engagement. Fluent in French, English, and Spanish, Eric brings a multicultural perspective to his work, enhancing his ability to connect with diverse clients. He is passionate about using data analysis to improve client services and drive growth initiatives. With a strong educational foundation, including an MBA and a Certified Financial Planner certification, Eric combines technical expertise with leadership acumen. His commitment to mentorship and training reflects his dedication to professional development within his team. An advocate for process improvement, he has implemented initiatives that have positively impacted organizational efficiency.

Eric`s contact details

mail

**************@fi.com

**************@fisherinvestments.com

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