Eric Stern

Eric Stern Email and Phone Number

Senior Vice President, Wealth Consultant @ First Citizens Bank
raleigh, north carolina, united states
Eric Stern's Location
Danville, California, United States, United States
Eric Stern's Contact Details
About Eric Stern

Senior Vice President and Wealth Consultant with the First Citizens Wealth Team, a combination of First Citizens and the Silicon Valley Private Bank. Based in San Francisco, I advise individuals, families, professional services firms, and nonprofit organizations in areas of investments, customized lending, banking, retirement planning and trust services.

Eric Stern's Current Company Details
First Citizens Bank

First Citizens Bank

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Senior Vice President, Wealth Consultant
raleigh, north carolina, united states
Website:
firstcitizens.com
Employees:
6304
Eric Stern Work Experience Details
  • First Citizens Bank
    Senior Vice President, Wealth Consultant
    First Citizens Bank May 2024 - Present
    San Francisco Bay Area
    Senior Vice President and Wealth Consultant with the First Citizens Wealth Team, a combination of First Citizens and the Silicon Valley Private Bank
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  • City National Bank
    Senior Vice President, Private Banker
    City National Bank Sep 2017 - May 2024
    Walnut Creek, California
    View
  • U.S. Bank
    Managing Director, Private Banking At Ascent Private Capital Management
    U.S. Bank Jun 2013 - Aug 2017
    San Francisco Bay Area
    View
  • Morgan Stanley Smith Barney
    Vice President - Private Banker
    Morgan Stanley Smith Barney Jul 2010 - Jun 2013
    View
  • Union Bank
    Vice President - Corporate Banking
    Union Bank Dec 2008 - Jul 2010
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  • Merrill Lynch
    Vice President - Structured Lending
    Merrill Lynch Jun 2006 - Dec 2008
    View
  • Citibank
    Avp
    Citibank 2004 - 2006
    View
  • William O'Neil & Company
    Research Analyst
    William O'Neil & Company 1997 - 2002

Eric Stern Skills

Banking Wealth Management Loans Credit Finance Commercial Banking Series 7 Private Banking Relationship Management Portfolio Management Alternative Investments Series 63 Investments Private Equity Financial Structuring Fixed Income Equities

Eric Stern Education Details

Frequently Asked Questions about Eric Stern

What company does Eric Stern work for?

Eric Stern works for First Citizens Bank

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

Eric Stern's current role is Senior Vice President, Wealth Consultant.

What is Eric Stern's email address?

Eric Stern's email address is es****@****hoo.com

What is Eric Stern's direct phone number?

Eric Stern's direct phone number is +161230*****

What schools did Eric Stern attend?

Eric Stern attended University Of Southern California - Marshall School Of Business, Uc Santa Barbara.

What skills is Eric Stern known for?

Eric Stern has skills like Banking, Wealth Management, Loans, Credit, Finance, Commercial Banking, Series 7, Private Banking, Relationship Management, Portfolio Management, Alternative Investments, Series 63.

Who are Eric Stern's colleagues?

Eric Stern's colleagues are Sharon Fairclough, Natasha C., Jon Cunningham, Jennifer Quillen, Michael Pharr, Suzie White, Honeycutt Ac.

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