Erik Peña

Erik Peña Email and Phone Number

Financial Advisor @ Lemnis Capital
Dallas, TX, US
Erik Peña's Location
Dallas, Texas, United States, United States
About Erik Peña

I am a Wealth Manager at Lemnis Capital in Dallas, Texas, dedicated to putting my clients' interests first. My expertise lies in Investment Management, Retirement Planning, Tax-Diversification, and Insurance Planning. I graduated from The University of Oklahoma's Price School of Business with a degree in Finance and minor in Accounting. I am passionate about delivering high-quality service, building long-term relationships, and staying current on the latest trends and regulations in the financial industry.

Erik Peña's Current Company Details
Lemnis Capital

Lemnis Capital

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Financial Advisor
Dallas, TX, US
Website:
BuildALegacy.com
Employees:
32
Erik Peña Work Experience Details
  • Lemnis Capital
    Financial Advisor
    Lemnis Capital
    Dallas, Tx, Us
    View
  • Lemnis Capital
    Financial Professional
    Lemnis Capital May 2024 - Present
    Dallas, Texas, United States
    View
  • Lonestar Electric Supply
    Renewable Energy Summer Intern
    Lonestar Electric Supply Jun 2023 - Aug 2023
    Dallas, Texas, United States
    - Successfully managed several strategic projects aimed at optimizing the allocation process for aged inventory, resulting in improved efficiency and inventory controls- Demonstrated exceptional relationship-building skills by focusing on establishing and nurturing client-facing connections- Utilized advanced Eclipse software to conduct comprehensive product data analysis, enabling data-driven decision-making and enhancing overall operational effectiveness- Collaborated with cross-functional teams to identify and address bottlenecks, ensuring smooth and timely project execution- Implemented strategic solutions that resulted in significant time and cost savings while complying with UL standards
    View
  • Sam'S Dock
    Store Manager
    Sam'S Dock May 2021 - Aug 2021
    Frisco, Texas, United States
  • Lone Star Valet
    Runner/ Lead
    Lone Star Valet May 2019 - Aug 2020
    Plano, Texas, United States
    View
  • Plano Sports Authority
    Soccer Referee
    Plano Sports Authority Jun 2016 - Oct 2019
    Plano, Texas, United States
    View

Erik Peña Education Details

Frequently Asked Questions about Erik Peña

What company does Erik Peña work for?

Erik Peña works for Lemnis Capital

What is Erik Peña's role at the current company?

Erik Peña's current role is Financial Advisor.

What schools did Erik Peña attend?

Erik Peña attended University Of Oklahoma.

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