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Eric Aguirre Cpwa Cep
Eric Aguirre Cpwa Cep
Managing Director - Wealth Management Advisor | Merrill Lynch
California, United States
Eric Aguirre Cpwa Cep
Summary
Eric Aguirre is a seasoned Managing Director and Certified Private Wealth Advisor based in California. With over a decade of experience in wealth management at Merrill Lynch, he has honed his skills in business development, financial analysis, and executive management. Eric's diverse expertise spans across corporate benefits, employee stock options, and mergers & acquisitions, making him a valuable asset in the financial services industry. He has a strong track record of increasing sales and enhancing client relationships, particularly in high-stakes environments. Eric's academic background includes a Bachelor of Science in Finance & Entrepreneurship from the University of Arizona and a Certified Equity Professional credential from Santa Clara University. His passion for leadership and innovation drives his commitment to delivering exceptional financial solutions to clients. Eric's ability to navigate complex financial landscapes sets him apart in the competitive field of wealth management.
Eric Aguirre Cpwa Cep
Work Experience
Managing Director - Wealth Management Advisor at
Merrill Lynch
March 2012 - Present
Sales & Partnerships at
Optionease
June 2011 - March 2012
Senior Business Solutions Manager at
Solium
August 2009 - June 2011
Senior Business Development Manager at
Equity Methods
November 2005 - March 2009
Earnings Quality Analyst at
Gradient Analytics
January 2004 - November 2005
Eric Aguirre Cpwa Cep
Education
The University of Arizona, Bachelor Of Science
January 1999 - January 2003
Santa Clara University, Certified Equity Professinal
January 2011
Frequently Asked Questions about Eric Aguirre Cpwa Cep
What is Eric Aguirre Cpwa Cep email address?
Eric Aguirre Cpwa Cep's primary email address is ************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Eric Aguirre Cpwa Cep work for?
Eric Aguirre Cpwa Cep is a Managing Director - Wealth Management Advisor at Merrill Lynch, a company specializing in Nonresidential building operators.
Where Eric Aguirre Cpwa Cep graduated from?
Eric Aguirre Cpwa Cep holds a degree in Finance & Entrepreneurship from The University of Arizona.
How can I directly contact Eric Aguirre Cpwa Cep?
To contact Eric Aguirre Cpwa Cep directly, you can use the email address ************@ml.com. Complete contact information is available upon registration with Muraena.
Who is Eric Aguirre Cpwa Cep?
Eric Aguirre is a seasoned Managing Director and Certified Private Wealth Advisor based in California. With over a decade of experience in wealth management at Merrill Lynch, he has honed his skills in business development, financial analysis, and executive management. Eric's diverse expertise spans across corporate benefits, employee stock options, and mergers & acquisitions, making him a valuable asset in the financial services industry. He has a strong track record of increasing sales and enhancing client relationships, particularly in high-stakes environments. Eric's academic background includes a Bachelor of Science in Finance & Entrepreneurship from the University of Arizona and a Certified Equity Professional credential from Santa Clara University. His passion for leadership and innovation drives his commitment to delivering exceptional financial solutions to clients. Eric's ability to navigate complex financial landscapes sets him apart in the competitive field of wealth management.
Eric`s contact details
************@ml.com
Colleagues
Financial Advisor, Vice President
Wealth Management Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Wealth Management Advisor, Managing Director
Senior Financial Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Financial Advisor, Vice President
Financial Advisor, First Vice President
VP, Supervision Principal
Wealth Management Advisor, First Vice President-Wealth Management