Eric Villhauer (He/Him)

Eric Villhauer (He/Him) Email and Phone Number

Financial Planning Associate at JSF Financial @ JSF Financial
los angeles, california, united states
Eric Villhauer (He/Him)'s Location
Los Angeles Metropolitan Area, United States
Eric Villhauer (He/Him)'s Contact Details

Eric Villhauer (He/Him) work email

Eric Villhauer (He/Him) personal email

n/a
About Eric Villhauer (He/Him)

I grew up knowing how tight money was. I saw my parents struggling to buy the basics. We didn't have a financial strategy, and we felt it.I was the only one of six kids to go to a four-year college. Yet when I finished, my student debt totaled more than $100,000. I know the embarrassment of bounced checks and eating restaurant table scraps while waiting tables for $2.45 an hour.These experiences showed me the importance of planning for the future so you can hold onto more money. Having a strategy in place can give you the confidence to achieve your financial dreams, and I am here to help. "I deeply desire the help and cooperation, the assistance, the understanding of those individuals whose wisdom, development, and experience are equal to or greater than my own." Bob Monroe

Eric Villhauer (He/Him)'s Current Company Details
JSF Financial

Jsf Financial

View
Financial Planning Associate at JSF Financial
los angeles, california, united states
Website:
jsffinancial.com
Employees:
25
Eric Villhauer (He/Him) Work Experience Details
  • Jsf Financial
    Financial Planning Associate
    Jsf Financial Sep 2024 - Present
  • Jsf Financial
    Senior Client Service Associate
    Jsf Financial Feb 2024 - Sep 2024
    Los Angeles Metropolitan Area
  • Jsf Financial
    Account Operations Associate
    Jsf Financial Mar 2021 - May 2024
    Los Angeles Metropolitan Area
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Dec 2018 - Mar 2021
    Glendale, Ca
    Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
  • Self-Employed
    Team Manager
    Self-Employed Aug 2018 - Dec 2018
    Greater Los Angeles Area
  • Ert
    Project Coordinator
    Ert Oct 2016 - Aug 2018
    Greater Boston Area
    Delivered superior customer service by providing best business practices and support in using ERT’s products for the duration of client’s clinical trials, both remotely and in personTraveled internationally to train clients on best practices for project software and equipmentWorked and collaborated with project team/s of diverse talents (Project Manager, Software Engineer, Database Engineer, Archive team, etc.) in development and delivery of ERT products, software, and manuals for use.Proactively managed lifecycle of issues, from initial report by customer to resolution by the support and development teams.Recorded and tracked key project monitoring and tracking metrics.Met regularly with clients via phone and/or web to provide weekly monitoring updates, track ongoing issues and communicate project status.Met regularly with Team Leader to discuss workload and training opportunities, communicate project issues, and address individual development.Trained new team and staff members on role, projects, and SOPs.
  • Vinfen
    Clinical Program Director
    Vinfen Mar 2015 - Oct 2016
    Dorchester, Ma
    Hired, trained, and developed 13 round-the-clock staff for high-intensity residential program providing care to dual-diagnosed clients. Ongoing staff oversight included but not limited to conducting 1:1 supervision, motivating and coaching staff, defusing staff tensions.Worked with client-residents to develop goals, create Individual Action Plans, and complete MSDP (Massachusetts Standardized Documentation Project) documents in a timely fashion to facilitate annual funding rollover.Initially attended and later facilitated regular organization-wide trainings on best practices for client care and dignity of health, MAP (Medication Administration Program), SOPs, etc.Managed a budget of $856k (includes staff salary, supplies, facility costs, room/board, transport van, etc.)Performed day-to-day administrative responsibilities: created staff schedule, reviewed and approved timecards, communicated with team and clients’ providers, reviewed and organized client charts.Maintained safety of respite and residential programs, by complying with and maintaining safety standards issued by Vinfen, OSHA, DMH, City of Boston, and Commonwealth of MA.
  • Best Doctors
    Case Coordinator
    Best Doctors Jun 2013 - Mar 2015
    Quincy, Ma
  • Agero, Inc.
    On-Boarding Network Recruiter
    Agero, Inc. Jan 2013 - May 2013
  • Fund For The Public Interest
    Campaign Outreach Director
    Fund For The Public Interest Sep 2011 - Nov 2012
    Direct a satellite non-profit office that raises funds and generates political actions.Recruit staff through viral social networks and organizational marketing; conduct daily interviews. Conduct interviews for career and entry candidates.Train future directors as well as a staff of 3 - 45 people through role-playing and individual training.Perform administrative tasks such as data-entry, shipping and receiving, inventory, and payroll. Assist in raising over $70,000 for the Human Rights Campaign through grass roots contributions.Utilize knowledge and practice of QuickBase and ROI Solutions Database software.
  • Select Communications Premium Retailer - Verizon Wireless
    Sales Consultant
    Select Communications Premium Retailer - Verizon Wireless Aug 2010 - Aug 2011
    Webster City, Ia
    ● Served as a resource to educate customers on devices, features, and plan options. ● Corrected technological problems brought forward by customers.● Instructed and tutored customers as to how to best utilize their features and devices.● Marketed brand and store at local events and local organizations. ● Met goals pertaining to phone sales, customer service, and continuing education.
  • Denklau For Congress
    Campaign Manager
    Denklau For Congress May 2010 - Jun 2010
    Council Bluffs, Ia
    ● Strategized and implemented campaign logistics for six weeks in advance of the primary including:○ Volunteer recruitment and training, phone banking and canvassing. ○ Produced and edited press releases. ○ Created and managed candidate events and viral media.○ Shaped policy talking points and platforms.
  • Obama For America
    Precinct Captain
    Obama For America Mar 2007 - Nov 2008
    I Knocked doors, made phone calls and entered Data. I was able to win my Precint in both the Primary Caucus and the General Election. I was able to make a lot of contacts and develop more people skills.

Eric Villhauer (He/Him) Education Details

Frequently Asked Questions about Eric Villhauer (He/Him)

What company does Eric Villhauer (He/Him) work for?

Eric Villhauer (He/Him) works for Jsf Financial

What is Eric Villhauer (He/Him)'s role at the current company?

Eric Villhauer (He/Him)'s current role is Financial Planning Associate at JSF Financial.

What is Eric Villhauer (He/Him)'s email address?

Eric Villhauer (He/Him)'s email address is er****@****ife.com

What schools did Eric Villhauer (He/Him) attend?

Eric Villhauer (He/Him) attended Waldorf University, Ucla Extension.

Who are Eric Villhauer (He/Him)'s colleagues?

Eric Villhauer (He/Him)'s colleagues are Patricia C., Sam Gomez, Jake Derian, Natasha Williams, Boris Geyzer, Cfa, Ken Reich, Lisa Glick.

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