Eric Warters, Cfa
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Eric Warters, Cfa Email & Phone Number

Vice President at TPG
Location: New York, New York, United States 8 work roles 3 schools
1 work email found @ubs.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email e****@ubs.com
LinkedIn Profile matched
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Current company
TPG
Role
Vice President
Location
New York, New York, United States
Company size
1 employees

Who is Eric Warters, Cfa? Overview

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Quick answer

Eric Warters, Cfa is listed as Vice President at TPG, a company with 1 employees, based in New York, New York, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Eric Warters, Cfa.

Eric Warters, Cfa previously worked as Senior Associate at The Carlyle Group and Senior Wealth Strategist at Ubs. Eric Warters, Cfa holds Master Of Business Administration - Mba, Finance And Banking from Nyu Stern School Of Business.

Company email context

Email format at TPG

This section adds company-level context without repeating Eric Warters, Cfa's masked contact details.

*@ubs.com
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AeroLeads found 1 current-domain work email signal for Eric Warters, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Eric Warters, Cfa

Eric Warters, Cfa is a Vice President at TPG. He possess expertise in microsoft excel, microsoft word, microsoft office, customer service, financial analysis and 29 more skills.

Listed skills include Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, and 30 others.

Current workplace

Eric Warters, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

TPG
Tpg
Vice President
New York, NY, US
Website
carlyle.com
Employees
1
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Company profile
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8 roles

Eric Warters, Cfa work experience

A career timeline built from the work history available for this profile.

Vice President

Tpg

New York, NY, US

Senior Wealth Strategist

Ubs

Zurich, CH

Feb 2021 - Aug 2022

Associate

J.P. Morgan

New York, NY, US

Jul 2019 - Dec 2020

Investment Banking Summer Associate

J.P. Morgan

New York, NY, US

Jun 2018 - Aug 2018

Registered Client Associate

Merrill Lynch

New York, NY, US

  • Standardized quarterly performance reporting and tracking process for U/HNW and Institutional clients of Barron’s/ Financial Times/ On Wall Street recognized “Top Advisor” book of business resulting in relationship.
  • Give weekly Investment Meeting Committee to introduce new product offerings, discuss current events, and ensure consistency in investment strategy across team and with strategic partners
  • Respond to RFP’s from existing and prospective clients resulting in asset inflows
  • Third party asset manager due-diligence, product research, and collaboration with Product Desks (Structured Products, Block Trades, OTC Derivatives, AI) firm-wide to execute team investment strategy and attain desired.
  • Utilize Bloomberg Terminal, Morningstar Tools, Thompson Reuters, Microsoft Suite programs, and Charles River technologies to organize, track, and execute job function responsibilities
  • Attend industry events, including Bloomberg Quant Seminar and Blackstone U, to keep abreast of developments and best practices
Dec 2014 - Jul 2017

Investment Specialist

Merrill Lynch

New York, NY, US

  • Resolved escalated trade-related client inquiries that could not be handled at point of first contact
  • Give instruction to new trainee classes as part of their training with respect to firm technology and market structure
  • Ensure client education and/or satisfaction with respect to Corporate Actions elections, Trade order entry/execution (Equity, Fixed Income, and Options), Account restrictions, Margin availability and house calls.
Aug 2012 - Dec 2014

Registered Representative

Newport Coast Securities, Inc.
  • Made outbound dials daily resulting in lead generation for senior brokers
  • Made outbound sales calls to prospective clients once licensed, resulting in account opening transactions
  • January 2012 new accounts opened sales leader
Aug 2011 - Apr 2012
Team & coworkers

Colleagues at TPG

Other employees you can reach at carlyle.com. View company contacts for 1 employees →

CH Craig Hempstead Craig Hempstead Colleague at Tpg New York, New York, United States, United States View → MS Marya Saeed Marya Saeed Colleague at Tpg Chicago, Illinois, United States, United States View → TC Tiffany Chhuor Tiffany Chhuor Colleague at Tpg Los Angeles, California, United States, United States View → RM Ryan Mattis Ryan Mattis Colleague at Tpg Washington, District Of Columbia, United States, United States View → AQ Alberto Quinaz Alberto Quinaz Colleague at Tpg United Kingdom, United Kingdom View → AM Abraham Mathew Abraham Mathew Colleague at Tpg Washington, District Of Columbia, United States, United States View → GB Gary Bleiberg Gary Bleiberg Colleague at Tpg New York, New York, United States, United States View → RW Rob Warfield Rob Warfield Colleague at Tpg New York, New York, United States, United States View → AH Andrea He, Cpa Andrea He, Cpa Colleague at Tpg New York City Metropolitan Area, United States, United States View → ST Sam Tenney Sam Tenney Colleague at Tpg Charleston, South Carolina, United States, United States View →
3 education records

Eric Warters, Cfa education

Master Of Business Administration - Mba, Finance And Banking

Nyu Stern School Of Business

Master Of Business Administration - Mba, Iep 2019

London Business School

Bachelor'S Degree, Accounting And Finance

University Of Central Florida
FAQ

Frequently asked questions about Eric Warters, Cfa

Quick answers generated from the profile data available on this page.

What company does Eric Warters, Cfa work for?

Eric Warters, Cfa works for TPG.

What is Eric Warters, Cfa's role at TPG?

Eric Warters, Cfa is listed as Vice President at TPG.

What is Eric Warters, Cfa's email address?

AeroLeads has found 1 work email signal at @ubs.com for Eric Warters, Cfa at TPG.

Where is Eric Warters, Cfa based?

Eric Warters, Cfa is based in New York, New York, United States while working with TPG.

What companies has Eric Warters, Cfa worked for?

Eric Warters, Cfa has worked for Tpg, The Carlyle Group, Ubs, J.P. Morgan, and Merrill Lynch.

Who are Eric Warters, Cfa's colleagues at TPG?

Eric Warters, Cfa's colleagues at TPG include Craig Hempstead, Marya Saeed, Tiffany Chhuor, Ryan Mattis, and Alberto Quinaz.

How can I contact Eric Warters, Cfa?

You can use AeroLeads to view verified contact signals for Eric Warters, Cfa at TPG, including work email, phone, and LinkedIn data when available.

What schools did Eric Warters, Cfa attend?

Eric Warters, Cfa holds Master Of Business Administration - Mba, Finance And Banking from Nyu Stern School Of Business.

What skills is Eric Warters, Cfa known for?

Eric Warters, Cfa is listed with skills including Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Financial Analysis, Finance, Powerpoint, and Options.

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