Eric Holbrook, Cws® Email & Phone Number

Logan, Ut, Us

D.A. Davidson & Company is a private, employee owned registered investment advisory firm that was founded in 1935. The firm is small enough to offer a unique personalized experience, but also large enough to ensure competitive & continued investments for future opportunities.We provide our clients with full-service financial and investment services for every phase of their financial lives. Our services include:* Retirement Planning * Educational Savings Planning* Legacy Planning Strategies * Investment Planning* Wealth Management * Estate Planning Strategies* Asset Management * 401(k) Plans* College Savings Plans * 401(k) Rollovers* 403(b) Rollovers * Roth IRA* Traditional IRA * SEP IRA* SIMPLE IRA * Stocks* Bonds * Mutual Funds* ETFs * Unit Investment Trusts* Fixed Annuities * Variable Annuities* Life Insurance * Long-Term Care Insurance

Ogden, Utah, United States

• Manage a portfolio of accounts receivable financing relationships. • Assist in mitigating risk for the client and for the bank. • Analyze the clients’ collateral and financial performance for improving or declining trends and communicate noteworthy findings both internally and externally.• Fund client business operations through daily cash disbursements, maintaining a daily balance, while managing collateral position to cover deterioration and tailoring service to satisfy client demands• Communicate expectations, trends, and areas of opportunity with all levels of management to ensure compliance, raise concerns, and cross-sell bank products/services

Salt Lake City, Utah, United States

• Interest Rate Derivatives and Margin Valuation Pricing on the Product Data Quality team.• Mitigated operational risk associated with the trades and preformed product pricing and setup• Maintained data integrity of investment securities including fixed income, equities, & derivatives• Communicated with auditors to discuss inefficient processes, risk mitigation, and compliance issues• Recommended & implemented Excel strategies to increase work speed decrease manual error risk• Responsible for operational risk management, including a broad array of services measuring and managing risk controls throughout the Interest Rate Derivative division.• Analyzed trading discrepancies facing clients and assisted trading and sales to identify solutions.• Managed client relationships in accordance with business requirements relating to the entire life cycle of a trade.

Riverdale, Utah, United States

• Assist customers with their financial transactions and needs• Uncover needs with products and services with customers • Manage customer portfolios and service relationships • Provide broad base of financial and credit services• Oversee the operational duties of the branch• Create, train and coach service, referral and sales team• Manage all Spanish customers in the Branch• Assist clients and the bank in mitigating risk both internally and externally

Centerville, Utah, United States

Centerville, Utah, United States

Certified Wealth Strategist ®

The Certified Wealth Strategist® is a certification for professionals working in the affluent and high-net-worth retail market segments.

Ba, Organizational Communnications

Activities and Societies: National Conferences on Undergraduate Research (NCUR)Emphasis: Training and Development and Spanish Honor Roll