As Vice President, Client Service, Eric focuses on providing seamless client onboarding processes, maintaining client relationships, overseeing money movements, and other day-to-day operational needs.
He brings over 10 years of experience to his role. Prior to joining NewEdge, Eric was a Registered Senior Client Associate at Wells Fargo and served as an associate for other organizations, such as Morgan Stanley and Merrill Lynch. He received a B.S. in Economics and Finance from the University of Hartford and currently holds Series 7 and 66 Licenses.
Eric is from Bethel, CT, where he still resides. Outside of the office, Eric can be found trying new foods, playing sports, or rooting for the Los Angeles Lakers.