
Eric Yanovsky
My career in financial services began over a decade ago in a mall. I was selling computers at... | Boston, Massachusetts, United States
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Eric Yanovsky’s Emails er****@sc****.com
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Eric Yanovsky’s Location Boston, Massachusetts, United States
Eric Yanovsky’s Expertise My career in financial services began over a decade ago in a mall. I was selling computers at Apple and helped someone buy a laptop for his son. It turns out he was the CEO of an asset management firm, said he appreciated my consultative approach to find the right laptop, and asked if I'd ever considered a career in selling mutual funds; I had no idea what a mutual fund was but nevertheless, off to the races. Six months later, I was getting licensed and working in a call center, commuting 100 miles/day. It was one of the best decisions I've made. I genuinely love my industry, and have been blessed to work with incredible people at each step of my career. Ultimately, that's the draw for me--people. When I worked directly with clients, consulting with them on financial planning and investment management, my primary joy was developing relationships with them, fostering trust and openness, engaging them in deep discovery, and addressing their stated but also unstated concerns and needs so that I could provide the advice I truly believed was in their best interests. I am a firm believer in the tenets and benefits of financial planning and wealth management. Pivoting to the asset management side, I found partnering with Financial Consultants to be rewarding in its own way. Consulting with them about client scenarios, delivering presentations, meeting with their clients and reviewing the potential benefits of comprehensive wealth and investment management..."a rising tide lifts all boats," and I derived great satisfaction from helping the consultants enhance their skillset and process, while also helping their clients make informed decisions about their financial wellbeing. Regardless of the position, I'd like think my emotional intelligence, communication skills, and genuine curiosity and desire to connect with coworkers and clients alike, have consistently played a part in any success I've had. It is my belief those skills will allow me to make an ever-increasing positive impact on any firm and client base I work with throughout my career.
Eric Yanovsky’s Current Industry Charles Schwab
Eric
Yanovsky’s Prior Industry
Filmcolony
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Endgame Entertainment
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Pathfinder International
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Apple Retail
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Fidelity Investments
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Charles Schwab
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Work Experience

Charles Schwab
Vp, Assistant Branch Manager
Mon Jan 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Charles Schwab
Business Development Officer -- Schwab Wealth Advisory
Thu Sep 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Charles Schwab
Regional Director -- Wealth & Asset Management Solutions
Sat Aug 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Charles Schwab
Vp, Financial Consultant
Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Aug 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Charles Schwab
Associate Financial Consultant
Sat Apr 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Charles Schwab
Client Relationship Specialist
Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Fidelity Investments
Financial Representative
Fri Mar 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Apple Retail
Specialist
Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Feb 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Pathfinder International
Administrative Assistant/Assistant To Senior Vp
Fri Oct 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Dec 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Endgame Entertainment
Development & Business Intern
Sat Aug 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Filmcolony
2nd Assistant
Wed Apr 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jun 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)