Eric Golub

Eric Golub Email and Phone Number

championing real portfolio diversification @ Saint Petersburg, FL, US
Saint Petersburg, FL, US
Eric Golub's Location
St Petersburg, Florida, United States, United States
Eric Golub's Contact Details
About Eric Golub

Formerly, Eric Golub provided client management, as well as marketing and training support, as Director of Alternative Asset Marketing with IRA Services Trust Co., a leading self-directed IRA custodian in the S.F. Bay Area. Eric earned SDIP certification (Certified Self-Directed IRA Professional) from Retirement Industry Trust Association, November 2014; formerly held CISP certification from 2011-2014 from Institute of Certified Bankers.Licensed (CA DOI) Life Agent, active July 2007;8 years' experience as NASD registered securities representative with Charles Schwab and Franklin Templeton20 years' experience in Customer and Client Services, including Training Coordinator and Supervisory positions;40 years' international performing experience as musician, recording artist and public speaker including multiple concert tours of China, Japan, Australia and Costa RicaSpecialties: Delivering presentations and educational seminars, public speaking and evangelization, retirement accounts (including self-directed IRAs and 401k's), alternative investments (especially private placements and precious metals), portfolio and asset allocation.Recording, performing and improvising in all styles on viola, violin, fiddle & Asian stringed instruments, traditional Hawaiian vocals & ukulele, cross-genre applications, world music instruments and traditions

Eric Golub's Current Company Details
Eric Golub Music

Eric Golub Music

championing real portfolio diversification
Saint Petersburg, FL, US
Eric Golub Work Experience Details
  • Eric Golub Music
    Eric Golub Music
    Saint Petersburg, Fl, Us
  • Eric Golub Music
    Recording Artist / Record Producer
    Eric Golub Music Dec 1992 - Present
    Innovative improviser and performer on viola, violin, ukulele and world music instruments, featured with Larry Vuckovich, Solar Plexus, Smalltown Society, Greg Fernandez Jr., Vic Sadot, John Kaizan Neptune, Ian Dogole, Kapalakiko Hawaiian Band, etc.; vocalist with Kapalakiko Hawaiian Band and as free-lance performer; string instrument specialist in post-modern jazz, Balkan gypsy, Japanese kokyu & koto, Chinese er hu & jing hu, Hawaiian traditional & 'paniolo' styleshttp://soundcloud.com/eric-n-golub
  • Advanta Ira
    Account Manager
    Advanta Ira Sep 2022 - Apr 2023
    Largo, Florida, Us
    Providing concierge-style service to IRA and Solo 401k clients at leading administrator of self-directed retirement accounts (allowing for true diversification through investment in the whole range of IRS-permitted investment types)
  • Ira Services Trust Company
    Director Of Alternative Asset Marketing
    Ira Services Trust Company Apr 2018 - Mar 2020
    To provide and further expand marketing outreaches to investment providers, advisory firms and high net worth individuals; speak and write in support of greater knowledge and participation in self-direction across all investment types including crowdfunding portal offerings
  • Ira Services Trust Company
    Senior Ira Specialist
    Ira Services Trust Company Mar 2014 - Mar 2018
    Providing concierge-style client management, also contributing to business development, marketing and in-house training, for leading self-directed IRA custodian & trust company
  • Eric Golub, Cisp
    Independent Consultant (Self-Directed Iras & Alternative Investments)
    Eric Golub, Cisp Oct 2012 - Mar 2014
    specialist in precious metals, private placements and IRS code pertaining to prohibited transactions
  • New Direction Ira, Inc.
    Client Services & Business Development Representative
    New Direction Ira, Inc. Apr 2012 - Sep 2012
    Louisville, Colorado, Us
    Self-directed IRA administrator providing retirement plan custodial services for alternative investments (real estate, LPs, LLCs, precious metals, etc.) Offering seminars, presentations and CE courses on tax, accounting and R/E ramifications of SD-IRAs.
  • The Entrust Group
    Client Services Representative
    The Entrust Group Dec 2007 - Feb 2012
    Oakland, California, Us
    Self-directed IRA administrator providing retirement plan custodial services for alternative investments (real estate, LPs, LLCs, precious metals, etc.)
  • Trinet Hr Corporation
    Hr Representative And Solution Center Advocate
    Trinet Hr Corporation Oct 2005 - May 2007
    Dublin , Ca, Us
    Provided assistance and consultation to worksite employees and HR managers for more than 100 client companies; offered wide-ranging guidance and support to client company employees regarding their benefits, payroll and HR services provided.
  • Charles Schwab
    Investment Specialist
    Charles Schwab 1999 - 2001
    Westlake, Texas, Us
    provided portfolio advice and delivered asset allocation presentations at Schwab's most affluent branch (Menlo Park CA) during the peak of the bull market
  • Franklin Templeton Investments
    Fund Information Training Coordinator
    Franklin Templeton Investments 1997 - 1999
    San Mateo, California, Us
    Create and deliver training presentations and initiatives to all phone-service departments at that time, which included Shareholder Services, Dealer Services, Retirement Plan Services, and Broker Dealer Special Services.

Eric Golub Skills

Investments Finance Iras Alternative Investments Mutual Funds Retirement Asset Allocation Wealth Management Leadership Strategic Planning Portfolio Management Public Speaking Customer Service Retirement Planning New Business Development Asset Management Portfolio Optimization Real Estate Loans Webinar Development Powerpoint Securities Pensions Financial Services Small Business Violin Mortgage Lending Global Asset Allocation Investment Strategies Series 7 Training Writing Powerpoint 2010 Product Management Ukulele Business Planning Insurance Due Diligence Risk Management Financial Advisory Financial Modeling Fixed Annuities Financial Analysis Investment Properties Equities Cash Management Entrepreneurship Strategic Financial Planning Credit Employee Training

Eric Golub Education Details

  • University Of Hawaii At Manoa
    University Of Hawaii At Manoa
    Ethnomusicology
  • University Of Hawaii At Manoa
    University Of Hawaii At Manoa
    Asian Studies (Japanese Concentration)

Frequently Asked Questions about Eric Golub

What company does Eric Golub work for?

Eric Golub works for Eric Golub Music

What is Eric Golub's role at the current company?

Eric Golub's current role is championing real portfolio diversification.

What is Eric Golub's email address?

Eric Golub's email address is er****@****rgo.com

What is Eric Golub's direct phone number?

Eric Golub's direct phone number is +126725*****

What schools did Eric Golub attend?

Eric Golub attended University Of Hawaii At Manoa, University Of Hawaii At Manoa.

What are some of Eric Golub's interests?

Eric Golub has interest in Alternative Investments, Writing, Children, Precious Metals And Sound Money, Record Production, Environment, Education, Ethnomusicology, Public Speaking, Disaster And Humanitarian Relief.

What skills is Eric Golub known for?

Eric Golub has skills like Investments, Finance, Iras, Alternative Investments, Mutual Funds, Retirement, Asset Allocation, Wealth Management, Leadership, Strategic Planning, Portfolio Management, Public Speaking.

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