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Eric Tomaszewski is listed as Life Fulfillment Expert I Financial Advisor I Crypto (DeFi) Consultant | Fiduciary at Verde Capital Management, a company with 12 employees, based in Clarkston, Michigan, United States. AeroLeads shows a work email signal at verdecm.com and a matched LinkedIn profile for Eric Tomaszewski.
Eric Tomaszewski previously worked as Financial Advisor at Verde Capital Management and Financial Advisor at Merrill Lynch. Eric Tomaszewski holds Bachelor Of Business Administration (Bba), Finance from Wayne State University.
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AeroLeads found 1 current-domain work email signal for Eric Tomaszewski. Compare company email patterns before reaching out.
My name is Eric and I'm an Advisor. However, there are thousands that say the same thing, so let's break it down. I know what works, but I also know where there are gaps with planning and investment management within our industry mindset. This is why I represent a new wave of creators and innovators who've made a name for themselves by going against the grain and the typical conventional wisdom of what is deemed financial advice. This ties into life fulfillment and supporting the vision of each client to grow in every aspect of their life. Growth encompasses more than just investments making money because at the end of the day money is simply a tool. The most fulfilling part of my job is the ability to merge the newest technology and analytics with individual needs. I love providing a service that meets the goals and aspirations of my clients and their families. We know that we've done our job right if you are doing the things you love with the people you love.Personally, I am a fan of the next iteration of the internet which is Web3. This ties into the world of blockchain technology which is designed to increase trust, security, transparency, and overall efficiencies. Even more, we want to support the individuals who are crypto native or want to adhere to the principles I have fallen in love with: being in control of your financial destiny and being bankless in a way. This is why we are proud to support those looking to expand into areas like digital wallets and self sovereignty. Not your keys. Not your crypto.
Listed skills include Microsoft Office, Data Analysis, Portfolio Management, Asset Allocation, and 12 others.
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Clarkston, Michigan
I customize solutions for our individual and institutional clients by incorporating a philosophy that is inspired by an endowment based investment approach which allows for higher returns with far less volatility. I implement this approach by taking into consideration the rational and irrational aspects of the marketplace.I follow a disciplined process of.
Troy, Michigan
I specialized in a dynamic and personalized approach towards portfolio management. I assisted my clients with a range of needs and goals ranging from educational funding to retirement and legacy planning.Details regarding focus/ approach:-strategies that focused on steady growth without the unnecessary risks-quarterly portfolio evaluations with an.
Southfield, Michigan
I traded equities based on price action and technical analysis for a multi-million dollar account. My approach was systematic and structured during the decision making process for choosing companies and defining my entries/ exits.My role included the use of a Bloomberg terminal for analytics that assisted with examining sectors, financial statements.
Detroit, Michigan
I worked with one of the Top ranked wealth management teams in the country managing approximately $2.5 Billion for a range of clients (high net worth, ultra high net worth, institutional) My role was a cross between a relationship manager and an investment analyst. Description of Roles:analyzing portfolios as it relates to allocation, risk management, and.
Ann Arbor, Michigan
I worked along side our Branch Manager to learn the discount brokerage business. My roles consisted of meeting/ educating new clients on the different types of investment account structures and the features available for trading/ investing online. I was able to deepen my knowledge base by utilizing the course work that prepared me for the company culture.
Other employees you can reach at verdecm.com. View company contacts for 12 employees →
Morgan Cinader Galvan
Colleague at Verde Capital Management
Detroit Metropolitan Area, United States
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Carl Szasz
Colleague at Verde Capital Management
Clarkston, Michigan, United States, United States
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Jonathan Sheperd
Colleague at Verde Capital Management
Clarkston, Michigan, United States, United States
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AM
Ann Marie Zynda
Colleague at Verde Capital Management
Troy, Michigan, United States, United States
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KW
Katie Wilson
Colleague at Verde Capital Management
Clarkston, Michigan, United States, United States
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JH
Jack Hoogervorst
Colleague at Verde Capital Management
Scottsdale, Arizona, United States, United States
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AS
Adam Smart
Colleague at Verde Capital Management
Clarkston, Michigan, United States, United States
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Quick answers generated from the profile data available on this page.
Eric Tomaszewski works for Verde Capital Management.
Eric Tomaszewski is listed as Life Fulfillment Expert I Financial Advisor I Crypto (DeFi) Consultant | Fiduciary at Verde Capital Management.
AeroLeads has found 1 work email signal at @verdecm.com for Eric Tomaszewski at Verde Capital Management.
Eric Tomaszewski is based in Clarkston, Michigan, United States while working with Verde Capital Management.
Eric Tomaszewski has worked for Verde Capital Management, Merrill Lynch, Vattikuti Ventures, Merrill Lynch -Pbig- (Private Banking And Investment Group), and Scottrade.
Eric Tomaszewski's colleagues at Verde Capital Management include Morgan Cinader Galvan, Carl Szasz, Jonathan Sheperd, Ann Marie Zynda, and Katie Wilson.
You can use AeroLeads to view verified contact signals for Eric Tomaszewski at Verde Capital Management, including work email, phone, and LinkedIn data when available.
Eric Tomaszewski holds Bachelor Of Business Administration (Bba), Finance from Wayne State University.
Eric Tomaszewski is listed with skills including Microsoft Office, Data Analysis, Portfolio Management, Asset Allocation, Asset Management, Technical Analysis, Microsoft Excel, and Research.
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