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Eric Urena Email & Phone Number
Head Trader and Registered Investment Advisor
at
VectorGlobal Wealth Management Group
1 work email found
@vectorglobalwmg.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Head Trader and Registered Investment Advisor
Location
Key Biscayne, Florida, United States
Company size
Who is Eric Urena? Overview
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Quick answer
Eric Urena is listed as Head Trader and Registered Investment Advisor at VectorGlobal Wealth Management Group, a company with 135 employees, based in Key Biscayne, Florida, United States. AeroLeads shows a work email signal at vectorglobalwmg.com and a matched LinkedIn profile for Eric Urena.
Eric Urena previously worked as Head Trader/ Registered Investment Advisor at Vectorglobal Wealth Management Group and VP at Stanford Group Company. Eric Urena holds Master Of Business Administration (Mba) from University Of Florida.
Company email context
Email format at VectorGlobal Wealth Management Group
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{first}.{last}@vectorglobalwmg.com
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AeroLeads found 1 current-domain work email signal for Eric Urena. Compare company email patterns before reaching out.
Profile bio
About Eric Urena
Eric Urena is a Head Trader and Registered Investment Advisor at VectorGlobal Wealth Management Group. He possess expertise in series 7, portfolio management, equities, series 63, series 3 and 6 more skills. He is proficient in Spanish.
Listed skills include Series 7, Portfolio Management, Equities, Series 63, and 7 others.
Current workplace
Eric Urena's current company
Company context helps verify the profile and gives searchers a useful next step.
Vectorglobal Wealth Management Group
6 roles
Eric Urena work experience
A career timeline built from the work history available for this profile.
Head Trader/ Registered Investment Advisor
CurrentSeries licenses currently active: 3,4, 7, 24, 27, 53, 55, 63, 66Head Trader & Registered Investment Advisor: Manage fixed income desk /Options Principal for $4Bln AUM broker dealer. Responsible for establishing proper procedures for executing Fixed Income, Equity, FX & Structured Note trades for the sales force. Responsible for idea generation regarding.
Apr 2009 - Present
Vp
Primary responsibility: Strategy/Trading/Client Coverage; Strategist/Trader for a team responsible for developing a HNW & Institutional Fixed Income effort throughout Florida & Latin America. Led team strategy for developing fixed income & financing solutions meeting investment guidelines of institutional clients. Established & maintained relationships.
Jan 2005 - Mar 2009
Private Wealth Management/ Institutional Sales
Lead investment strategy & implementation for HNW accounts; distribute Lehman Fixed Income & Structured Products. Seven-person team focusing on High Net Worth Families ($5mm+), Banks and Mid Sized Institutions. Primary responsibility: Develop & present final HNW proposals to win investment management mandates, create HNW strategy, populate & oversee client.
Oct 1996 - Jan 2004
Trader Principal Cfo
Agora Securities
Trader, Principal, CFO helped to create a newly formed Broker-Dealer whose primary focus was to leverage off of its parent company’s existing institutional client base to trade Brazilian and Mexican ADR’s. Acted as intermediary between clients and floor brokers (Agora CTVM, Rio De Janeiro-one of Brazils Largest Brokerage Firms). Agora CTVM ranked third in.
Aug 1996 - Oct 1997
Private Client Services
Goldman Sachs & Co.
Established relationships and managed portfolios for families of a liquid net worth exceeding fifteen million dollars. Covered mid-sized institutions as well. Dealt with both offshore and on-shore relationships and traveled extensively to the Caribbean. Responsible for identifying potential clients & initiating contact, portfolio construction, research.
Aug 1993 - May 1996
Team & coworkers
Colleagues at VectorGlobal Wealth Management Group
Other employees you can reach at vectorglobalwmg.com. View company contacts for 135 employees →
SU
Salome Urdaneta
Colleague at Vectorglobal Wealth Management Group
Hialeah, Florida, United States, United States
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CF
Claudia Fontecha
Colleague at Vectorglobal Wealth Management Group
Colombia, Colombia
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CG
Carlos Gajardo
Colleague at Vectorglobal Wealth Management Group
Chile, Chile
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SL
Saul Lopez, Mba, Cim
Colleague at Vectorglobal Wealth Management Group
Toronto, Ontario, Canada, Canada
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SD
Sebastian Da Silva
Colleague at Vectorglobal Wealth Management Group
Funchal, Madeira Island, Portugal, Portugal
View →
JA
Julian Arbelaez, Cim, Mba
Colleague at Vectorglobal Wealth Management Group
Toronto, Ontario, Canada, Canada
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IS
Irella Solano
Colleague at Vectorglobal Wealth Management Group
Miami-Fort Lauderdale Area, United States
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SL
Sonia Lavaud
Colleague at Vectorglobal Wealth Management Group
Santiago, Santiago Metropolitan Region, Chile, Chile
View →
AF
Alejandro Forero
Colleague at Vectorglobal Wealth Management Group
Colombia, Colombia
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EM
Eduardo Mccullough
Colleague at Vectorglobal Wealth Management Group
Panama, Panama
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Salome Urdaneta
Colleague at Vectorglobal Wealth Management Group
Hialeah, Florida, United States, United States
View →
CF
Claudia Fontecha
Colleague at Vectorglobal Wealth Management Group
Colombia, Colombia
View →
CG
Carlos Gajardo
Colleague at Vectorglobal Wealth Management Group
Chile, Chile
View →
SL
Saul Lopez, Mba, Cim
Colleague at Vectorglobal Wealth Management Group
Toronto, Ontario, Canada, Canada
View →
SD
Sebastian Da Silva
Colleague at Vectorglobal Wealth Management Group
Funchal, Madeira Island, Portugal, Portugal
View →
JA
Julian Arbelaez, Cim, Mba
Colleague at Vectorglobal Wealth Management Group
Toronto, Ontario, Canada, Canada
View →
IS
Irella Solano
Colleague at Vectorglobal Wealth Management Group
Miami-Fort Lauderdale Area, United States
View →
SL
Sonia Lavaud
Colleague at Vectorglobal Wealth Management Group
Santiago, Santiago Metropolitan Region, Chile, Chile
View →
AF
Alejandro Forero
Colleague at Vectorglobal Wealth Management Group
Colombia, Colombia
View →
EM
Eduardo Mccullough
Colleague at Vectorglobal Wealth Management Group
Panama, Panama
View →
2 education records
Eric Urena education
Master Of Business Administration (Mba)
Bachelor'S Degree, Material Science Enginerring
FAQ
Frequently asked questions about Eric Urena
Quick answers generated from the profile data available on this page.
What company does Eric Urena work for?
Eric Urena works for VectorGlobal Wealth Management Group.
What is Eric Urena's role at VectorGlobal Wealth Management Group?
Eric Urena is listed as Head Trader and Registered Investment Advisor at VectorGlobal Wealth Management Group.
What is Eric Urena's email address?
AeroLeads has found 1 work email signal at @vectorglobalwmg.com for Eric Urena at VectorGlobal Wealth Management Group.
Where is Eric Urena based?
Eric Urena is based in Key Biscayne, Florida, United States while working with VectorGlobal Wealth Management Group.
What companies has Eric Urena worked for?
Eric Urena has worked for Vectorglobal Wealth Management Group, Stanford Group Company, Lehman Brothers, Agora Securities, and Goldman Sachs & Co..
Who are Eric Urena's colleagues at VectorGlobal Wealth Management Group?
Eric Urena's colleagues at VectorGlobal Wealth Management Group include Salome Urdaneta, Claudia Fontecha, Carlos Gajardo, Saul Lopez, Mba, Cim, and Sebastian Da Silva.
How can I contact Eric Urena?
You can use AeroLeads to view verified contact signals for Eric Urena at VectorGlobal Wealth Management Group, including work email, phone, and LinkedIn data when available.
What schools did Eric Urena attend?
Eric Urena holds Master Of Business Administration (Mba) from University Of Florida.
What skills is Eric Urena known for?
Eric Urena is listed with skills including Series 7, Portfolio Management, Equities, Series 63, Series 3, Series 4, Series 24, and Series 27.
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