Directory
>
Eric Palpacuer
Eric Palpacuer
High Net-worth Investment Consultant | Fisher Investments
Florida, Tampa, United States
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.
Eric Palpacuer
Work Experience
Vice President - Private Client Group at
Fisher Investments
October 2019 - Present
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
**************@fi.com
**************@fisherinvestments.com
Colleagues
Broker Trainee
Financial Advisor
Teaching Assistant
Senior Account Executive
Relationship Banking Officer
West Coast Sales Manager
Financial Advisor
Client Services Associate
Professional Golfer
Wealth Management