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Eric Halverson, Cfa Email & Phone Number

Portfolio Manager at Envestnet
Location: Denver, Colorado, United States 6 work roles 2 schools
1 work email found @envestnet.com 2 phones found area 608 and 866 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email e****@envestnet.com
Direct phone (608) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Envestnet
Role
Portfolio Manager
Location
Denver, Colorado, United States
Company size
2715 employees

Who is Eric Halverson, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Eric Halverson, Cfa is listed as Portfolio Manager at Envestnet, a company with 2715 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at envestnet.com, phone signal with area code 608, 866, and a matched LinkedIn profile for Eric Halverson, Cfa.

Eric Halverson, Cfa previously worked as Senior Investment Analyst at Envestnet, Inc and Associate Investment Analyst at Envestnet, Inc. Eric Halverson, Cfa holds Master Of Science (M.S.), Finance, Financial Analysis And Management Specialization from University Of Colorado At Denver.

Company email context

Email format at Envestnet

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

*@envestnet.com
71% confidence

AeroLeads found 1 current-domain work email signal for Eric Halverson, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Eric Halverson, Cfa

Eric Halverson, Cfa is a Portfolio Manager at Envestnet. He possess expertise in financial analysis, portfolio management, investments, equities, finance and 20 more skills.

Listed skills include Financial Analysis, Portfolio Management, Investments, Equities, and 21 others.

Current workplace

Eric Halverson, Cfa's current company

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

Envestnet
Envestnet
Portfolio Manager
Denver, CO, US
Website
envestnet.com
Employees
2715
AeroLeads page
Company profile
View company profile Email format
6 roles

Eric Halverson, Cfa work experience

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

Senior Investment Analyst

Current
Envestnet, Inc

Greater Denver Area

Jun 2015 - Present

Associate Investment Analyst

Envestnet, Inc

Greater Denver Area

Jun 2014 - May 2015

Senior Portfolio Specialist

Envestnet Asset Management

Greater Denver Area

  • Analyze and administer portfolio changes on $8bn in assets daily
  • Examine cash flows including deposits, withdrawals and asset transfers
  • Process fixed income, equity and mutual fund trade orders and confirm client initiated trades
  • Participate in fund manager’s calls to review market positions and market environment
  • Communicate with fund managers and advisors to properly meet clients needs
  • Submit and review workflow proposals to enhance software projects
Feb 2011 - May 2014

Staff Ii Accountant

Vail Resorts

Broomfield, CO

  • Handled daily A/P processes and collaborated with team members to maintain efficient workflows
  • Maintained company and GAAP accounting standards by adhering to processing and record keeping requirements
  • Employee of the month February 2010 for exemplary vendor service
  • Communicated with analysts in the field to gather forecasting and budgeting data about current and new accounts
  • Utilizing Excel and VBA, I introduced an efficient process for gathering and calculating utility expense month-end accruals
  • Prepared monthly expense account reconciliations to guarantee accurate account balances
Oct 2009 - Feb 2011

Financial Representative

Northwestern Mutual

Middleton, WI

  • Built and maintained relationships with clients based on achieving their personal, professional, and financial goals
  • Suggested appropriate financial products and services to clients based off their needs
  • Obtained Wisconsin Life and Health license
May 2008 - Sep 2008
Team & coworkers

Colleagues at Envestnet

Other employees you can reach at envestnet.com. View company contacts for 2715 employees →

SV Shafik V A Shafik V A Colleague at Envestnet Thiruvananthapuram Taluk, India, India View → UV Uma V S Uma V S Colleague at Envestnet Thiruvananthapuram, Kerala, India, India View → ST Sayeenath Thangamuthu, Cbap® Sayeenath Thangamuthu, Cbap® Colleague at Envestnet Madurai, Tamil Nadu, India, India View → PB Patty Banks Patty Banks Colleague at Envestnet Georgetown, Massachusetts, United States, United States View → AS Anjaly Shaji Anjaly Shaji Colleague at Envestnet Thodupuzha, Kerala, India, India View → SM Sanal Mp Sanal Mp Colleague at Envestnet Trivandrum, Kerala, India, India View → KA Khadeeja Abdul Karim Khadeeja Abdul Karim Colleague at Envestnet Trivandrum, Kerala, India, India View → KV Kannan Vs Kannan Vs Colleague at Envestnet Trivandrum, Kerala, India, India View → VN Vrinda Natarajan Vrinda Natarajan Colleague at Envestnet Thiruvananthapuram Taluk, India, India View → RK Rosemary Kuriachan Rosemary Kuriachan Colleague at Envestnet Maharashtra, India, India View →
2 education records

Eric Halverson, Cfa education

FAQ

Frequently asked questions about Eric Halverson, Cfa

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

What company does Eric Halverson, Cfa work for?

Eric Halverson, Cfa works for Envestnet.

What is Eric Halverson, Cfa's role at Envestnet?

Eric Halverson, Cfa is listed as Portfolio Manager at Envestnet.

What is Eric Halverson, Cfa's email address?

AeroLeads has found 1 work email signal at @envestnet.com for Eric Halverson, Cfa at Envestnet.

What is Eric Halverson, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 608, 866 for Eric Halverson, Cfa at Envestnet.

Where is Eric Halverson, Cfa based?

Eric Halverson, Cfa is based in Denver, Colorado, United States while working with Envestnet.

What companies has Eric Halverson, Cfa worked for?

Eric Halverson, Cfa has worked for Envestnet, Envestnet, Inc, Envestnet Asset Management, Vail Resorts, and Northwestern Mutual.

Who are Eric Halverson, Cfa's colleagues at Envestnet?

Eric Halverson, Cfa's colleagues at Envestnet include Shafik V A, Uma V S, Sayeenath Thangamuthu, Cbap®, Patty Banks, and Anjaly Shaji.

How can I contact Eric Halverson, Cfa?

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

What schools did Eric Halverson, Cfa attend?

Eric Halverson, Cfa holds Master Of Science (M.S.), Finance, Financial Analysis And Management Specialization from University Of Colorado At Denver.

What skills is Eric Halverson, Cfa known for?

Eric Halverson, Cfa is listed with skills including Financial Analysis, Portfolio Management, Investments, Equities, Finance, Asset Allocation, Securities, and Asset Management.

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