Eric Godes Email & Phone Number
@fptransitions.com
4 phones found area 617
LinkedIn matched
Who is Eric Godes? Overview
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Eric Godes is listed as Senior M and A Consultant at FP Transitions, a company with 72 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at fptransitions.com, phone signal with area code 617, and a matched LinkedIn profile for Eric Godes.
Eric Godes previously worked as SVP, Senior Consultant at Fp Transitions and Executive Strategiest at Daintree Advisors Llc. Eric Godes holds Mba, Finance from Babson College.
Email format at FP Transitions
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AeroLeads found 1 current-domain work email signal for Eric Godes. Compare company email patterns before reaching out.
About Eric Godes
Senior financial services executive specializing in the Registered Investment Advisor and Wealth Management industries. Over 30 years of experience in the industry with areas of responsibility including: sales, relationship management, investment management, marketing, finance, compliance, IT, HR, trading and operations. Particular expertise in operational efficiency, organic and inorganic growth strategies. Clients served include: high net worth individuals, trusts, foundations, endowments, annuities, pension and profit sharing plans, defined contribution and 401(k) plans.
Listed skills include Alternative Investments, Advisory Services, Consulting, Sales, and 17 others.
Eric Godes's current company
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Eric Godes work experience
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Svp, Senior Consultant
CurrentFP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. We offer a full-service, concierge approach to supporting advisors during key points in their life cycle. We offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth. As a senior.
Executive Strategiest
President And Chief Operating Officer
Daintree Advisors is an employee-owned wealth management and multi-family office firm. Clients from across the country are provided with comprehensive financial planning, investment, and family office services consistent with their unique goals and objectives. Daintree professionals focus on both tax-efficient and socially responsible investing as well as.
Co-Chief Operating Officer
Pathstone Federal Street was formed in 2016 with the combination of Pathstone Family Office and Federal Street Advisors. As Co-COO my responsibility was to integrate the two firms, with particular emphasis on all trading, reporting and operational functions. Pathstone Federal Street is an independent, employee- and family- owned advisory firm that offers.
Coo And Chief Wealth Advisory Officer
Federal Street Advisors provides conflict-free investment consulting and wealth advisory services to a select group of clients, with particular focus on clients in transition, complex multi-generational families, and mission-oriented non-profit organizations. Our consulting and discretionary businesses both cater to high net worth individuals, non-profit.
Independent Consultant
Independent consultant to the Wealth Management industry. Areas of focus include operational efficiencies, industry best practices, marketing strategy, client relationship management, organic and inorganic growth initiatives
Chief Operating Officer
Adviser Investments, founded in 1994, is an independent, personalized money management firm dedicated to serving individuals, trusts, institutions, and foundations. Adviser specializes in mutual funds, exchange-traded funds, and undiscovered managers. The firm (along with its affiliate Kobren Insight Management) manages over $3 billion for more than 2,000.
President And Chief Operating Officer
Kobren Insight Management was launched in 1990 as one of the original Registered Investment Advisors specializing in mutual fund investing. Over the course of 23 years, took this company from a concept to one of the largest RIA's in the country with over $1 billion in assets under management for approximately 1,000 clients in all 50 states. Clients.
Director Of Wealth Management
Sales Professional
Colleagues at FP Transitions
Other employees you can reach at fptransitions.com. View company contacts for 72 employees →
Eric Fettig
Colleague at Fp TransitionsPortland, Oregon, United States, United States
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Marcus Hagood
Colleague at Fp TransitionsPortland, Oregon, United States, United States
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Patrick Clover
Colleague at Fp TransitionsNew York, New York, United States, United States
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Michele Griffin
Colleague at Fp TransitionsPortland, Oregon Metropolitan Area, United States
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James Fisher
Colleague at Fp TransitionsPortland, Oregon Metropolitan Area, United States
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Leslie Anne Smith
Colleague at Fp TransitionsLake Oswego, Oregon, United States, United States
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Keoni Conlu
Colleague at Fp TransitionsBeaverton, Oregon, United States, United States
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Ailish Duff
Colleague at Fp TransitionsPortland, Oregon Metropolitan Area, United States
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Carol Chung
Colleague at Fp TransitionsLake Oswego, Oregon, United States, United States
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Laura Tarrant
Colleague at Fp TransitionsPortland, Oregon, United States, United States
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Eric Godes education
Mba, Finance
Ba, Political Science And Government
Education record
Frequently asked questions about Eric Godes
Quick answers generated from the profile data available on this page.
What company does Eric Godes work for?
Eric Godes works for FP Transitions.
What is Eric Godes's role at FP Transitions?
Eric Godes is listed as Senior M and A Consultant at FP Transitions.
What is Eric Godes's email address?
AeroLeads has found 1 work email signal at @fptransitions.com for Eric Godes at FP Transitions.
What is Eric Godes's phone number?
AeroLeads has found 4 phone signal(s) with area code 617 for Eric Godes at FP Transitions.
Where is Eric Godes based?
Eric Godes is based in Greater Boston, United States, United States while working with FP Transitions.
What companies has Eric Godes worked for?
Eric Godes has worked for Fp Transitions, Daintree Advisors Llc, Pathstone Federal Street, Federal Street Advisors, and Jades Consulting.
Who are Eric Godes's colleagues at FP Transitions?
Eric Godes's colleagues at FP Transitions include Eric Fettig, Marcus Hagood, Patrick Clover, Michele Griffin, and James Fisher.
How can I contact Eric Godes?
You can use AeroLeads to view verified contact signals for Eric Godes at FP Transitions, including work email, phone, and LinkedIn data when available.
What schools did Eric Godes attend?
Eric Godes holds Mba, Finance from Babson College.
What skills is Eric Godes known for?
Eric Godes is listed with skills including Alternative Investments, Advisory Services, Consulting, Sales, Portfolio Management, Investments, Advisory, and Financial Services.
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