We found the following information about Eric Dahm at Human Investing, where this expert has worked as a Investment Advisor & Director of Business Development since 2009. Eric's total work experience is over six years, during which time this person had at least four jobs at different companies to develop skills. Eric studied at the Oregon State University from 1995 to 2000. Currently, Eric Dahm is located in Portland, Oregon. You can contact with Eric by searching for phone number or email address or find exhaustive information by requesting access to their additional details from us.
Name variants:
Erik Dahm,
Erick Dahm,
Rick Dahm,
Ricky Dahm
Last updated May 10, 2024
Contact Information
Last Update
Jul 8, 2022
Email
er**@rangefinancialgroup.com, er**@humaninvesting.com
Location
Portland, OR
Company
Workplace
Investment Advisor & Director of Business Development
Lake Oswego, OR
Industry
Financial Services, Legal Services Office, Investor, Security Broker/Dealer, Financial Advisor
Colleagues
Work History
Investment Advisor & Director of Business Development
I help lead our private wealth management team as well as provide investment advice to individuals, families, and institutions.
from Jan 2009
Mortgage Consultant
Originated residential mortgage loans for clients who were either purchasing or refinancing their homes.
Nov 2005 — Dec 2008
Mortgage Broker
Opened and managed a branch for American Wholesale Mortgage. Also helped originate residential mortgage loans for clients who were either purchasing or refinancing their homes.
Aug 2003 — Nov 2005
Professional Golfer
Chased my dream of playing professional golf. For two years I played on The Gateway Tour in Scottsdale, AZ. Also played in a few qualifiers for PGA Tour and Nationwide Tour events.
May 2002 — Aug 2003
Education
1995 — 2000
1992 — 1995
Occupations
Executive
Co-Founder
Partner
Director of Business Development
Advisor
Accountant
Finance and Accounting Specialist
Counselor
Founder
Chief Executive
Business Development Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Alternative Investments
Estate Planning
Financial Advisory
Pensions
C
Retirement Planning
Golf
Financial Planning
Wealth Management Services
Iras
Investments
Business Development
Mortgage Lending
Refinance
Finance
401K
Roth Ira
Asset Allocation
Investment Advisory
Asset Managment
Financial Services
Wealth Management
Equities
Mutual Funds
Strategic Financial Planning
Investment Strategies
College Savings Plans
Asset Management
New Business Development
Endowment Funds
401K Rollovers
Foundations
Wireless
Retirement
Investment Management