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Eric A WassonHouston, TX

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Houston, TX   

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Eric Wasson Photo 39

Senior Vice President - Financial Planning

Location:
551 west 72Nd St, Indianapolis, IN 46260
Industry:
Financial Services
Work:
TD Ameritrade since Oct 2006
Branch Manager Fidelity Investments 2001 - 2003
FR III
Education:
Wright State University 1991 - 1996
Skills:
Series 9/10, Financial Advisory, Solution Selling, Consulting, Fixed Annuities, Prospects, Nasd, Sales, Cold Calling, Wealth Management Services, Selling, Iras, Finance, 401K, Talent Acquisition, Aol, Uniform Combined State Law, Strategic Financial Planning, Management, Science, Calls, Electronic Trading Systems, Crm, Investment Management, Loan Servicing, Series 63, Salesforce.com, Bonds, Face To Face, Formulate, Retirement Planning, Seminars, Financial Planning, Portfolio Management, System, Relationship Management, Asset Allocation, Investment Advisory, Life Insurance, Finra, Buying, Asset Management, Training, Supplemental, Client Centric, Sales Prospecting, Options, Analysis, Indiana, .Net, Consultative Selling, Personality Styles, Fidelity, Business Development, Cmfc, Series 4, Sales Management, On Air Experience, Series 24, Etfs, Sales Presentations, Eager, Presentations, Linkedin, Responsibility, Consultative Sales Professional, Sales Process, Practice Management, Efficiencies, Rainmaker, Investments, Variable Annuities, Mastery, Referrals, Financial Services, Compliance, Wealth Management, Mutual Funds, Investment Strategies, Staff Development, Customer Information, Trading, Meetings, Health Insurance, Delivery, Retirement, Series 65, Recruiting, Series 7, Securities, Performance Management
Interests:
Social Services
Children
Economic Empowerment
Civil Rights and Social Action
Politics
Electronics
Education
Environment
Poverty Alleviation
Science and Technology
Disaster and Humanitarian Relief
Human Rights
Travel
Arts and Culture
Health
Languages:
English
Certifications:
Chartered Mutual Funds Counselor
College of Financial Planning
Eric Wasson Photo 40

Eric Vincent Wasson

Location:
6 Atkinson St, Dover, NH 03820
Industry:
Financial Services
Work:
Citizens Investment Services Jan 1994 - Feb 2007
Vp, Senior Financial Consultant Lpl Financial Dover Nh Jan 1994 - Feb 2007
Financial Consultant Aztec Financial Group Dover Nh Jan 1994 - Feb 2007
Education:
Merrimack College 2003 - 2006
University of New Hampshire 1988 - 1992
Bachelors, Bachelor of Science, Business Administration, Business University of New Hampshire 1986 - 1988
Associates, Associate of Arts, Business Management, Business A Crosby Kennett Senior High
Skills:
Retirement Planning, Investments, Estate Planning, Financial Planning, Strategic Financial Planning, Finance, Financial Services, Portfolio Management, Small Business, Mutual Funds, Wealth Management, Financial Advisory, Retirement, Series 7, Fixed Annuities, Wealth, Investment Advisory, Investment Strategies, 401K, Life Insurance, Series 63, Asset Allocation, Business Planning, Financial Planners, Iras, Series 6, Securities, Certified Financial Planner, Series 65
Interests:
Skiing and Traveling
In His Spare Time
Languages:
English
Certifications:
Certified Financial Planner
Eric Wasson Photo 41

Eric Wasson

Location:
551 72Nd St west, Indianapolis, IN 46260
Industry:
Construction
Work:
Wasson Company Jan 1997 - 2011
Chief Financial Officer
Eric Wasson Photo 42

Eric Wasson

Eric Wasson Photo 43

Eric Wasson

Eric Wasson Photo 44

Eric Wasson

Eric Wasson Photo 45

Eric Wasson

Skills:
Customer Service, Microsoft Office, Microsoft Word, Team Building, Contract Negotiation
Eric Wasson Photo 46

Eric Wasson

Possible Relatives

David R Wasson  Dean E Wasson  Dale R Wasson  Dani Wasson  Aaron Wasson  Dennis A Wasson  Derek A Wasson  Eric N Johnson  Eric Stamps  Eric P Stander 

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