Eric Souder, Cts™, Aif® Email and Phone Number
Eric Souder, Cts™, Aif® work email
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Eric Souder, Cts™, Aif® personal email
Eric Souder, Cts™, Aif® is a Financial Advisor at Lincoln Investment/Michigan Benefit Financial at Lincoln Investment. He possess expertise in russian, retail banking, customer service, home equity lines of credit, consumer lending and 9 more skills. He is proficient in Russian.
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Financial AdvisorLincoln Investment May 2021 - PresentFort Washington, Pa, UsAdvisory services offered through Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC, www.lincolninvestment.com.
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Oversight AnalystVanguard Apr 2019 - Apr 2021Valley Forge, Pa, UsResponsible for accounting oversight for Vanguard's '40 Act and institutional mutual fund products to ensure NAV integrity for Vanguard shareholders. Currently preparing for the Fund Financial Services 2020 migration in which Oversight will serve as the primary reviewer of external service provider activities for US funds and internal fund accounting. -
Security Pricing AssociateVanguard Jul 2018 - Apr 2019Valley Forge, Pa, Us
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Account Transition SpecialistVanguard Jan 2017 - Jul 2018Valley Forge, Pa, Us-Responsible for transfer of retail client assets to Vanguard, including 401k, 403b, and non-employer retirement plans. -Act as primary point of contact throughout the transfer process.-Connect clients with business partners throughout Vanguard to meet new and existing client needsFINRA Series 7 and 63 licensed
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Financial Services RepresentativeTd Feb 2016 - Jan 2017Toronto, Ontario, CaResident Insurance Producer - Commonwealth of Pennsylvania: Life, Health, and Accident -
Bi-Lingual Customer Service Representative ITd Feb 2015 - Feb 2016Toronto, Ontario, Ca
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Graduate Assistant - Special CollectionsMiami University Aug 2012 - May 2013Oxford, Oh, Us -
Operations Assistant - Annuity And Insurance OperationsJanney Montgomery Scott Llc Jun 2010 - May 2011Philadelphia, Us
Eric Souder, Cts™, Aif® Skills
Eric Souder, Cts™, Aif® Education Details
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Dickinson CollegeHistory And Russian Language & Literature -
Miami UniversityHistory
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Eastern UniversityMaster Of Business Administration - Mba
Frequently Asked Questions about Eric Souder, Cts™, Aif®
What company does Eric Souder, Cts™, Aif® work for?
Eric Souder, Cts™, Aif® works for Lincoln Investment
What is Eric Souder, Cts™, Aif®'s role at the current company?
Eric Souder, Cts™, Aif®'s current role is Financial Advisor at Lincoln Investment/Michigan Benefit Financial.
What is Eric Souder, Cts™, Aif®'s email address?
Eric Souder, Cts™, Aif®'s email address is er****@****ard.com
What schools did Eric Souder, Cts™, Aif® attend?
Eric Souder, Cts™, Aif® attended Dickinson College, Miami University, Eastern University.
What are some of Eric Souder, Cts™, Aif®'s interests?
Eric Souder, Cts™, Aif® has interest in Additional Interests, Retirement Planning, Food Systems, Compliance And Risk Management, Health, Children, Cooking, Russian History, Client Services, Empire.
What skills is Eric Souder, Cts™, Aif® known for?
Eric Souder, Cts™, Aif® has skills like Russian, Retail Banking, Customer Service, Home Equity Lines Of Credit, Consumer Lending, Store Operations, Sales, Food, Menu Development, Research, History, Public Speaking.
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