Eric Garzone
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Eric Garzone Email & Phone Number

Sr. Firm Operations Associate at Betterment
Location: United States 8 work roles 1 school
1 work email found @hartfordfunds.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email e****@hartfordfunds.com
LinkedIn Profile matched
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Current company
Betterment
Role
Sr. Firm Operations Associate
Location
United States
Company size
594 employees

Who is Eric Garzone? Overview

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Quick answer

Eric Garzone is listed as Sr. Firm Operations Associate at Betterment, a with 594 employees, based in United States. AeroLeads shows a work email signal at hartfordfunds.com and a matched LinkedIn profile for Eric Garzone.

Eric Garzone previously worked as Firm Operations Associate at Betterment and Service Account Manager at Hartford Funds. Eric Garzone holds Marketing from Penn State University.

Company email context

Email format at Betterment

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

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

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Profile bio

About Eric Garzone

Through my past experiences, I have gained invaluable skills in financial services, customer relationship management, and personal financial consulting. I aspire to build off these experiences and enhance my abilities in future financial and management roles.

Listed skills include Customer Service, Sales, Market Research, Microsoft Office, and 5 others.

Current workplace

Eric Garzone's current company

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

Betterment
Betterment
Sr. Firm Operations Associate
United States
Website
betterment.com
Employees
594
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Company profile
View company profile Email format
8 roles

Eric Garzone work experience

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

Sr. Firm Operations Associate

Betterment

United States

Firm Operations Associate

Betterment

New York, New York, Us

Service Account Manager

Hartford Funds

Wayne, Pa, Us

• Manage the operational relationship for Hartford Funds’ 529 plans and Brokerage accounts including Roth and Traditional IRAs, Small Business Retirement Plans, SIMPLE and SEP IRAs with 5 major firm partners• Manage and improve company partnership with Ascensus, a 529 recordkeeper, as Hartford Funds’ representative for all bi-weekly communications; Responsible for executing selling agreements, completing audits, and transfers• Complete all compliance reviews for the operations department, such as Blue Sky registrations, dealer agreement statuses, and FINRA firm and representative reviews

Feb 2020 - Jun 2023

Retirement Services Specialist

Vanguard

Valley Forge, Pa, Us

-Guiding investors through complex strategies and situations in order to meet their retirement goals-Building rapport with clients in order to tailor to their specific investment needs-Maintaining knowledge of the current investment landscape as well as securities and tax regulations in order to provide the most comprehensive consultations

Sep 2019 - Feb 2020

Brokerage Investment Professional

Vanguard

Valley Forge, Pa, Us

Sep 2018 - Sep 2019
Team & coworkers

Colleagues at Betterment

Other employees you can reach at betterment.com. View company contacts for 594 employees →

LB Louis Bishop Louis Bishop Colleague at BettermentPoint Pleasant Beach, New Jersey, United States View → SP Soumya Potu Soumya Potu Colleague at BettermentNew York, United States View → JR Johanna Richardson Johanna Richardson Colleague at BettermentGreater Philadelphia, United States View → FS Fidel Severino Fidel Severino Colleague at BettermentNew York City Metropolitan Area, United States View → AK Alexandra Klestadt Patack Alexandra Klestadt Patack Colleague at BettermentNew York, United States View → BK Boris Khentov Boris Khentov Colleague at BettermentNew York, United States View → LT Lauren Thomas Lauren Thomas Colleague at BettermentDetroit Metropolitan Area, United States View → SS Shalia Skjong Shalia Skjong Colleague at BettermentAustin, Texas, United States View → MH Matt Heater Matt Heater Colleague at BettermentGreater Chicago Area, United States View → DH David Henderson David Henderson Colleague at BettermentVentura, California, United States View →
1 education record

Eric Garzone education

  • Penn State University
    Penn State University
    Marketing
FAQ

Frequently asked questions about Eric Garzone

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

What company does Eric Garzone work for?

Eric Garzone works for Betterment.

What is Eric Garzone's role at Betterment?

Eric Garzone is listed as Sr. Firm Operations Associate at Betterment.

What is Eric Garzone's email address?

AeroLeads has found 1 work email signal at @hartfordfunds.com for Eric Garzone at Betterment.

Where is Eric Garzone based?

Eric Garzone is based in United States while working with Betterment.

What companies has Eric Garzone worked for?

Eric Garzone has worked for Betterment, Hartford Funds, Vanguard, Edens Corporation, and Southeastern Pennsylvania Transportation Authority (Septa).

Who are Eric Garzone's colleagues at Betterment?

Eric Garzone's colleagues at Betterment include Louis Bishop, Soumya Potu, Johanna Richardson, Fidel Severino, and Alexandra Klestadt Patack.

How can I contact Eric Garzone?

You can use AeroLeads to view verified contact signals for Eric Garzone at Betterment, including work email, phone, and LinkedIn data when available.

What schools did Eric Garzone attend?

Eric Garzone holds Marketing from Penn State University.

What skills is Eric Garzone known for?

Eric Garzone is listed with skills including Customer Service, Sales, Market Research, Microsoft Office, Financial Analysis, Customer Relationship Management, Portfolio Management, and Mutual Funds.

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