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Eric Aguirre Cpwa Cep

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Eric Aguirre Cpwa Cep

Managing Director - Wealth Management Advisor | Merrill Lynch

California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Eric Aguirre Cpwa Cep

Work Experience

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Managing Director - Wealth Management Advisor at

Merrill Lynch

March 2012 - Present

💼

Sales & Partnerships at

Optionease

June 2011 - March 2012

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Senior Business Solutions Manager at

Solium

August 2009 - June 2011

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Senior Business Development Manager at

Equity Methods

November 2005 - March 2009

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Earnings Quality Analyst at

Gradient Analytics

January 2004 - November 2005

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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

mail

************@ml.com

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