Eric Grodan is a high-skilled expert, that works in Merrill Lynch main office of which is in 4. as a Senior Vice President from 2018. Eric gained professional experience in more than eight positions at various companies. Eric Grodan went to the Loyola Law School, Loyola Marymount University and was studying from 2006 to 2012. Los Angeles, California is the city, where this person was known to settle. This professional's e-mail and phone can be easily accessed through this website on demand.
Name variants:
Erik Grodan,
Erick Grodan,
Rick Grodan,
Ricky Grodan
Last updated Apr 29, 2024
Contact Information
Last Update
Feb 1, 2016
Email
eg**@gmail.com, eg**@yahoo.com, er**@aol.com
Location
Los Angeles, CA
Company
Workplace
Senior Vice President
New York, NY
Industry
Financial Services, Business Services, Security Broker/Dealer
Colleagues
Work History
Managing Director
90 south 7Th St SUITE 5100, Minneapolis, MN 55402
Family Office division of Wells Fargo
2014 — Oct 2018
Senior Vice President, Trust & Estate Specialist
Strategize with Merrill Lynch Financial Advisors, clients and other professional adviors to achieve wealth transfer objectives.
from Jan 2008
Director of Gift Planning
Since 1915, CCF has improved lives and strengthened Los Angeles communities with a corpus of more than $1.3 billion. www.calfund.org
Nov 2002 — Jan 2008
Founding Partner
Legal services with a focus on transactional matters in tax, wealth transfer, business, entertainment and real property.
2000 — 2008
Foundation Attorney/Director of Gift Planning
Founded by Steven Spielberg, the Foundation archived a digital visual history archive of more than 50,000 Holocaust survivors and witnesses.
Jul 1997 — Nov 2002
Foundation Attorney and Director of Gift Planning
650 west 35Th St SUITE 114, Los Angeles, CA 90011
Founded by Steven Spielberg, the Foundation archived a digital visual history archive of more than 50,000 Holocaust survivors and witnesses.
Jul 1997 — Nov 2002
Foundation Attorney/Director of Planned Giving
Cleared thousands of Holocaust survivor release agreements transferring the intellectual property rights of the interviews to the Foundation's visual history archive
1997 — 2002
Education
2006 — 2012
2006 — 2012
1997 — 2000
1997 — 2000
1990 — 1994
Occupations
Executive
Senior Vice President
Juris Doctor
Accountant
Finance and Accounting Specialist
Director
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Planned giving consulting
Estate Planning
Planned Giving
Tax
Endowments
Philanthropy
Trusts
Asset Management
Investments
Financial Advisory
Asset Managment
Estate Law
High Net Worth Individuals
Wealth Management
Charities
Wealth
Estate Tax Planning
Leadership
Wealth Management Services
Trust Services
Asset Allocation
Financial Planning
Investment Management
Investment Advisory
Alternative Investments
Portfolio Management
Securities
Investment Strategies
Mutual Funds
Private Equity
Series 7
Finra
Planned Giving Consulting
Uniform Combined State Law
Iras
Multi Generational Wealth Transfer
Charitable Trusts
Long Term Care Insurance
Fiduciary
Personal Finance
Financial Planners
Trust Management
Life Insurance
FAQs about Eric Grodan
What is the main profession of Eric Grodan?
Eric is a Senior Vice President.
What are the profession of Eric Grodan?
These person's professions are Executive and Senior Vice President
Where does Eric Grodan live?
The professional lives in Los Angeles, California.
What is Eric's email?
Eric Grodan's email is eg**@gmail.com and eg**@yahoo.com.
Where did Eric Grodan work?
The expert worked at Merrill Lynch, Abbot Downing.
Where has Eric Grodan studied?
Eric studied at the Loyola Law School, Loyola Marymount University from 2006 to 2012.
What languages does Eric Grodan speak?
Eric Grodan speaks English and Hebrew.
Are there any professional industries, that Eric Grodan is connected to?
Eric Grodan works in Financial Services industry.