Eric Wasson

Eric Wasson

Executive Director, Financial Planning at Edelman Financial Engines | Indianapolis, Indiana, United States

*50 free lookup(s) per month.

No credit card required.

Eric Wasson’s Emails

Eric Wasson’s Phone Numbers

Social Media

Eric Wasson’s Location

Eric Wasson’s Expertise

Eric Wasson’s Current Industry

Eric Wasson’s Prior Industry

Not the Eric Wasson you were looking for?

Find accurate emails & phone numbers for over 700M professionals.

Work Experience

Edelman Financial Engines

Executive Director, Financial Planning

2013-07-01 — Present

Hefty Wealth Partners

Vice President of Business Development

2012-09-01 — 2013-05-01

TD Ameritrade

Branch Manager

2006-10-01 — 2012-08-01

TD Ameritrade

Investment Consultant

2004-09-01 — 2006-10-01

Bank One / JP Morgan Chase

Team Leader: Investments

2003-01-01 — 2004-01-01

Fidelity Investments

Financial Rep 1 / Financial Rep 3

2001-01-01 — 2003-01-01

Fidelity Investments

Full Trader / Senior Trader

1997-12-01 — 2001-01-01

Skills

consulting investment management 401k rollovers retirement planning iras financial planning financial advising financial services investing

Languages

English