Private Client Consultant
Current
Schrum Private Wealth Management
Feb 2017 - Present
AeroLeads people directory · profile
Eric Schrum, Cfp® Email & Phone Number
Private Client Consultant
at
Schrum Private Wealth Management
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Schrum Private Wealth Management
Role
Private Client Consultant
Location
Raleigh, North Carolina, United States
Who is Eric Schrum, Cfp®? Overview
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Quick answer
Eric Schrum, Cfp® is listed as Private Client Consultant at Schrum Private Wealth Management, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Eric Schrum, Cfp®.
Eric Schrum, Cfp® previously worked as Financial Representative at Fidelity Investments and Analyst at Sovereign'S Capital. Eric Schrum, Cfp® holds Bachelor'S Degree, Finance, General from Florida State University - College Of Business.
Company email context
Email format at Schrum Private Wealth Management
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*@fidelity.com
68% confidence
AeroLeads found 1 current-domain work email signal for Eric Schrum, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Eric Schrum, Cfp®
Eric Schrum, Cfp® is a Private Client Consultant at Schrum Private Wealth Management. He possess expertise in leadership, event planning, microsoft office, teamwork, microsoft word and 9 more skills.
Listed skills include Leadership, Event Planning, Microsoft Office, Teamwork, and 10 others.
Current workplace
Eric Schrum, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Schrum Private Wealth Management
5 roles
Eric Schrum, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Representative
Jan 2016 - Feb 2017
Analyst
Sovereign'S Capital
Jun 2015 - Oct 2015
Intern
Crowdwork Labs
- Working and developing a successful tech start-up in the Research Triangle.
- Worked closely with Venture Capital fund Sovereign’s Capital.
- Extensive experience analyzing and presenting business plans for prospective entrepreneurial businesses based on the platform of cloud labor via CloudFactory.
- Developed multiple products for a new Crowdwork labs initiative.
- Conducted multiple successful customer development rounds.
May 2014 - Jul 2014
Safety Operator
St. Augustine Alligator Farm And Zoological Park
May 2013 - Aug 2013
1 education record
Eric Schrum, Cfp® education
FAQ
Frequently asked questions about Eric Schrum, Cfp®
Quick answers generated from the profile data available on this page.
What company does Eric Schrum, Cfp® work for?
Eric Schrum, Cfp® works for Schrum Private Wealth Management.
What is Eric Schrum, Cfp®'s role at Schrum Private Wealth Management?
Eric Schrum, Cfp® is listed as Private Client Consultant at Schrum Private Wealth Management.
What is Eric Schrum, Cfp®'s email address?
AeroLeads has found 1 work email signal at @fidelity.com for Eric Schrum, Cfp® at Schrum Private Wealth Management.
Where is Eric Schrum, Cfp® based?
Eric Schrum, Cfp® is based in Raleigh, North Carolina, United States while working with Schrum Private Wealth Management.
What companies has Eric Schrum, Cfp® worked for?
Eric Schrum, Cfp® has worked for Schrum Private Wealth Management, Fidelity Investments, Sovereign'S Capital, Crowdwork Labs, and St. Augustine Alligator Farm And Zoological Park.
How can I contact Eric Schrum, Cfp®?
You can use AeroLeads to view verified contact signals for Eric Schrum, Cfp® at Schrum Private Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Eric Schrum, Cfp® attend?
Eric Schrum, Cfp® holds Bachelor'S Degree, Finance, General from Florida State University - College Of Business.
What skills is Eric Schrum, Cfp® known for?
Eric Schrum, Cfp® is listed with skills including Leadership, Event Planning, Microsoft Office, Teamwork, Microsoft Word, Powerpoint, Social Media, and Microsoft Excel.
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