Eric Voehl

Eric Voehl

Executive Director, Program Management | New York, New York, United States

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Work Experience

Atria Wealth Solutions

Executive Director, Program Management Officer

2023-11-01 — Present

HSBC

Director, Business Administration & Vendor Management

2022-01-01 — 2023-11-01

HSBC Securities (USA), Inc.

Vice President, Product Manager - Wealth and Personal Banking

2015-04-01 — 2022-01-01

Pershing LLC

Vice President

2006-05-01 — 2015-04-01

AIG Royal Alliance

Operations Supervisor

2004-04-01 — 2006-05-01

Skills

independent broker dealer independent advisors financial services financial planning wealth management firm growth consultants holistic integrated wealth management solutions practice management resources financial advisor support investment advisory

Languages

No languages available.