Eric Birney
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Eric Birney Email & Phone Number

Director of Investment Operations - New South Wealth Management at New South Wealth Management
Location: Omaha Metropolitan Area, United States, United States 7 work roles 4 schools
1 work email found @securitiesamerica.com 11 phones found area 402, 347, 616, 661, 910, 341, and 913 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 11 phones

Work email e****@securitiesamerica.com
Direct phone (402) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
New South Wealth Management
Role
Director of Investment Operations - New South Wealth Management
Location
Omaha Metropolitan Area, United States, United States
Company size
13 employees

Who is Eric Birney? Overview

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Quick answer

Eric Birney is listed as Director of Investment Operations - New South Wealth Management at New South Wealth Management, a company with 13 employees, based in Omaha Metropolitan Area, United States, United States. AeroLeads shows a work email signal at securitiesamerica.com, phone signal with area code 402, 347, 616, 661, 910, 341, 913, and a matched LinkedIn profile for Eric Birney.

Eric Birney previously worked as Director of Investment Operations at New South Wealth Management and Manager at Birney And Associates. Eric Birney holds Bachelor'S Degree, Marketing/Marketing Management, General from Bellevue University.

Company email context

Email format at New South Wealth Management

This section adds company-level context without repeating Eric Birney's masked contact details.

{first}.{last}@securitiesamerica.com
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AeroLeads found 1 current-domain work email signal for Eric Birney. Compare company email patterns before reaching out.

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Profile bio

About Eric Birney

I have almost 20 years experience in many facets of the financial services industry, icluding customer service, trading, clearing, operations and compliance. Looking to learn every aspect of the investment arena. I am always looking for a new challenge.

Listed skills include Mutual Funds, Leadership, Financial Services, Securities, and 10 others.

Current workplace

Eric Birney's current company

Company context helps verify the profile and gives searchers a useful next step.

New South Wealth Management
New South Wealth Management
Director of Investment Operations - New South Wealth Management
Omaha, NE, US
Website
newsouthwealth.com
Employees
13
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Company profile
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7 roles

Eric Birney work experience

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

Manager

Birney And Associates

Sales and servicing of restaurant equipment. Liquidation of inventory and transition to new ownership while completing our contingency plan

Aug 2021 - Dec 2023

Compliance Communications Analyst

Securities America, Inc. Member Finra/Sipc

La Vista, Nebraska, US

Assist Advisors with set up and navigation of social media for marketing purposes. Review of Websites and social media sites for content and compliance.

May 2013 - Jun 2021

Trade Corrections, Trading Desk

First Command Financial Services

Fort Worth, Texas, US

Submitted trades for reps on Mutual funds and Securities. Worked out trade corrections as they occurred.

Apr 2011 - Jan 2013

Private Client Services

Td Ameritrade

Omaha, NE, US

Managed a block of 500 high net worth clients. Assisted them with trades, money movement, and trying to gather new assets for the company.

Nov 2006 - Feb 2009

Special Products Specialist

Td Ameritrade

Omaha, NE, US

Assisted clients in purchasing bonds, CD's, and front loaded mutual funds. Submitted orders for the purchase after providing quotes on product.

Aug 2005 - Nov 2006
Team & coworkers

Colleagues at New South Wealth Management

Other employees you can reach at newsouthwealth.com. View company contacts for 13 employees →

AB Allison Bradley Allison Bradley Colleague at New South Wealth ManagementGastonia, North Carolina, United States, United States View → DS Dewayne Slusher, Fic Dewayne Slusher, Fic Colleague at New South Wealth ManagementSt Augustine, Florida, United States, United States View → AM Abyssinia Muron, Phd, Almi, Acs Abyssinia Muron, Phd, Almi, Acs Colleague at New South Wealth ManagementCincinnati Metropolitan Area, United States View → KD Ken Dehart Iii Ken Dehart Iii Colleague at New South Wealth ManagementCharlotte Metro, United States View → MA Mark A. Thomas Cltc®, Fscp®, Lacp, Nssa® Mark A. Thomas Cltc®, Fscp®, Lacp, Nssa® Colleague at New South Wealth ManagementCharlotte Metro, United States View → MK Michael Katopodis Michael Katopodis Colleague at New South Wealth ManagementCharlotte, North Carolina, United States, United States View →
4 education records

Eric Birney education

Bachelor'S Degree, Marketing/Marketing Management, General

Bellevue University

Studies, Business Administration And Management, General

University Of Nebraska At Omaha

High School, College Prep

North High

Education record

University Of Nebraska-Lincoln
FAQ

Frequently asked questions about Eric Birney

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

What company does Eric Birney work for?

Eric Birney works for New South Wealth Management.

What is Eric Birney's role at New South Wealth Management?

Eric Birney is listed as Director of Investment Operations - New South Wealth Management at New South Wealth Management.

What is Eric Birney's email address?

AeroLeads has found 1 work email signal at @securitiesamerica.com for Eric Birney at New South Wealth Management.

What is Eric Birney's phone number?

AeroLeads has found 11 phone signal(s) with area code 402, 347, 616, 661, 910, 341, 913 for Eric Birney at New South Wealth Management.

Where is Eric Birney based?

Eric Birney is based in Omaha Metropolitan Area, United States, United States while working with New South Wealth Management.

What companies has Eric Birney worked for?

Eric Birney has worked for New South Wealth Management, Birney And Associates, Securities America, Inc. Member Finra/Sipc, First Command Financial Services, and Td Ameritrade.

Who are Eric Birney's colleagues at New South Wealth Management?

Eric Birney's colleagues at New South Wealth Management include Allison Bradley, Dewayne Slusher, Fic, Abyssinia Muron, Phd, Almi, Acs, Ken Dehart Iii, and Mark A. Thomas Cltc®, Fscp®, Lacp, Nssa®.

How can I contact Eric Birney?

You can use AeroLeads to view verified contact signals for Eric Birney at New South Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Eric Birney attend?

Eric Birney holds Bachelor'S Degree, Marketing/Marketing Management, General from Bellevue University.

What skills is Eric Birney known for?

Eric Birney is listed with skills including Mutual Funds, Leadership, Financial Services, Securities, Strategic Planning, Portfolio Management, Series 7, and Insurance.

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