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Eric Diaz Email & Phone Number
Analyst- Life Case Design
at
Acumen Financial Advantage
1 work email found
@schmidtfinancial.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Analyst- Life Case Design
Location
Greater Chicago Area, United States, United States
Company size
Who is Eric Diaz? Overview
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Quick answer
Eric Diaz is listed as Analyst- Life Case Design at Acumen Financial Advantage, a company with 25 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at schmidtfinancial.com and a matched LinkedIn profile for Eric Diaz.
Eric Diaz previously worked as Case Design and Products Specialist at Nfp Insurance Solutions and Director of Marketing & Client Relations at Asd, Llc. Eric Diaz holds Bs, Finance from Southern Illinois University, Carbondale.
Company email context
Email format at Acumen Financial Advantage
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{first}@schmidtfinancial.com
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Profile bio
About Eric Diaz
Innovative and client-focused professional with 12+ years of extensive experience in account management and case design, demonstrating proven success over a wide portfolio of high net-worth clients. Plans, develops, and delivers custom life insurance solutions for wealthy clients and businesses, with a reputation of providing specialized, fully structured case design for large, complex insurance needs.Integrates industry best practices and strong knowledge of product landscape into strategy planning, crafting targeted solutions that effectively meet client’s needs and financial targets.
Listed skills include Microsoft Office, Teamwork, Microsoft Word, Microsoft Access, and 13 others.
Current workplace
Eric Diaz's current company
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Acumen Financial Advantage
5 roles
Eric Diaz work experience
A career timeline built from the work history available for this profile.
Case Design And Products Specialist
Current
May 2023 - Present
Director Of Marketing & Client Relations
Asd, Llc
We specialize in strategies that are designed to minimize income, gift and estate taxes, which allow our client’s to leverage their life’s work. While some of the techniques may seem complicated, our unique ability is to take complex problems and boil them down into simple strategies that are understandable to our clients and helps provide the peace of.
Jun 2013 - May 2023
Lead Case Designer
Sfg
- Worked closely with the business principal to design, develop, and analyze strategies to meet the goals of our high net worth clients.- Responsible for interpreting complicated policy illustrations through spreadsheets and flow charts, which effectively helped the clients' understanding of the contract. - Maintained a strong rapport with various.
Jun 2011 - Jun 2013
Assistant To Accountant I Of Private Scholarships And Grants
- Collected, deposited, and data based numerous private donor and foundation scholarships. Along with third party contracts for international students.- Implemented a variety of strong interpersonal skills to work as a team to deposit scholarships every week. - Responsible for monitoring payment reports after weekly reconciliations- Upheld a high level of.
Jun 2010 - May 2011
1 education record
Eric Diaz education
FAQ
Frequently asked questions about Eric Diaz
Quick answers generated from the profile data available on this page.
What company does Eric Diaz work for?
Eric Diaz works for Acumen Financial Advantage.
What is Eric Diaz's role at Acumen Financial Advantage?
Eric Diaz is listed as Analyst- Life Case Design at Acumen Financial Advantage.
What is Eric Diaz's email address?
AeroLeads has found 1 work email signal at @schmidtfinancial.com for Eric Diaz at Acumen Financial Advantage.
Where is Eric Diaz based?
Eric Diaz is based in Greater Chicago Area, United States, United States while working with Acumen Financial Advantage.
What companies has Eric Diaz worked for?
Eric Diaz has worked for Acumen Financial Advantage, Nfp Insurance Solutions, Asd, Llc, Sfg, and Southern Illinois University.
How can I contact Eric Diaz?
You can use AeroLeads to view verified contact signals for Eric Diaz at Acumen Financial Advantage, including work email, phone, and LinkedIn data when available.
What schools did Eric Diaz attend?
Eric Diaz holds Bs, Finance from Southern Illinois University, Carbondale.
What skills is Eric Diaz known for?
Eric Diaz is listed with skills including Microsoft Office, Teamwork, Microsoft Word, Microsoft Access, Data Analysis, Powerpoint, Research, and Microsoft Excel.
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