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Eric Pulsifer Email & Phone Number

Bachelor’s Degree Finance, Minor Economics at GW&K Investment Management
Location: Ashland, Massachusetts, United States 5 work roles 3 schools
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Current company
Role
Bachelor’s Degree Finance, Minor Economics
Location
Ashland, Massachusetts, United States
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Who is Eric Pulsifer? Overview

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Quick answer

Eric Pulsifer is listed as Bachelor’s Degree Finance, Minor Economics at GW&K Investment Management, a company with 149 employees, based in Ashland, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Eric Pulsifer.

Eric Pulsifer previously worked as Private Wealth (Client Service Associate) at Gw&K Investment Management and Operations (Trade Settlements) at Gw&K Investment Management. Eric Pulsifer holds Bachelor’S Degree, Finance from Isenberg School Of Management, Umass Amherst.

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Email format at GW&K Investment Management

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GW&K Investment Management

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Profile bio

About Eric Pulsifer

Eric Pulsifer is a Bachelor’s Degree Finance, Minor Economics at GW&K Investment Management. He possess expertise in investments, portfolio management.

Listed skills include Investments and Portfolio Management.

Current workplace

Eric Pulsifer's current company

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GW&K Investment Management
Gw&K Investment Management
Bachelor’s Degree Finance, Minor Economics
boston, massachusetts, united states
Website
Employees
149
AeroLeads page
5 roles

Eric Pulsifer work experience

A career timeline built from the work history available for this profile.

Private Wealth (Client Service Associate)

Current

Boston, Massachusetts, United States

I serve as the key liaison between relationship managers and clients. I manage a diverse portfolio of client accounts, ensuring timely responses to inquiries and efficiently handling account setups, closures, and transfers. I monitor account performance by analyzing, asset allocation, and investments, while also overseeing cash management.

May 2024 - Present

Operations (Trade Settlements)

Boston, Massachusetts, United States

Worked with our traders to fulfill orders made with various brokers and custodians across multiple strategies and asset classes. Products included municipal bonds, corporate bonds, treasury and mortgage backed securities, and equities.

Jan 2021 - May 2024

Operations (Account Openings)

Boston, Massachusetts, United States

Responsible for account openings, closings, transfers and reallocations for GW&K clients. Worked with the client service team and various custodians to open accounts. Once opened, we send the accounts to the traders and portfolio managers to ensure the account get invested in the correct products and strategies.

Sep 2018 - Jan 2021

Assistant To Financial Advisor

Framingham, MA

Assisted a Financial Advisor with opening new client accounts, transferring old client accounts, and documenting trade orders.

Oct 2015 - Dec 2017

Intern

Greater Boston Area

Jun 2016 - Aug 2016
Team & coworkers

Colleagues at GW&K Investment Management

Other employees you can reach at gwkinvest.com. View company contacts for 149 employees →

3 education records

Eric Pulsifer education

FAQ

Frequently asked questions about Eric Pulsifer

Quick answers generated from the profile data available on this page.

What company does Eric Pulsifer work for?

Eric Pulsifer works for GW&K Investment Management.

What is Eric Pulsifer's role at GW&K Investment Management?

Eric Pulsifer is listed as Bachelor’s Degree Finance, Minor Economics at GW&K Investment Management.

Where is Eric Pulsifer based?

Eric Pulsifer is based in Ashland, Massachusetts, United States while working with GW&K Investment Management.

What companies has Eric Pulsifer worked for?

Eric Pulsifer has worked for Gw&K Investment Management, Capitol Securities Management Inc., and State Street.

Who are Eric Pulsifer's colleagues at GW&K Investment Management?

Eric Pulsifer's colleagues at GW&K Investment Management include Michael Clare, Will Ames, Joseph Craigen, Brian Mcardle, Cfa, and Mia Petrosky.

How can I contact Eric Pulsifer?

You can use AeroLeads to view verified contact signals for Eric Pulsifer at GW&K Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Eric Pulsifer attend?

Eric Pulsifer holds Bachelor’S Degree, Finance from Isenberg School Of Management, Umass Amherst.

What skills is Eric Pulsifer known for?

Eric Pulsifer is listed with skills including Investments and Portfolio Management.

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