We found the following information about Eric G Strom at Annex Wealth Management, where this professional has worked as a Financial Planning Specialist since 2018. Eric's total work experience is over five years, during which time this expert had at least four jobs at different companies to develop professional skills. Eric studied at the Boston University from 2016 to 2018. This person received the following certifications: Certificate In Financial Planning and Certified Financial Planner (Cfp). Eric G Strom can be found in Milwaukee, Wisconsin – where this expert is currently located. You can search for Eric's contacts. We can also provide you with additional contact information upon request.
Name variants:
Erik Strom,
Erick Strom,
Rick Strom,
Ricky Strom
Last updated May 12, 2024
Contact Information
Last Update
Jul 8, 2022
Email
es**@annexwealth.com, er**@outlook.com, er**@landsend.com
Location
Milwaukee, WI
Company
Workplace
Financial Planning Specialist
Elm Grove, WI
Industry
Investment Management, Security Broker/Dealer, Accountant, Financial Advisor, Investment Advice
Colleagues
Work History
Financial Planning Specialist
12700 west Bluemound Rd, Elm Grove, WI 53122
from Jan 2018
Tax Planner
405 north Calhoun Rd SUITE 106, Brookfield, WI 53005
Dec 2016 — Dec 2017
Regional Account Executive
5 Lands End Ln, Dodgeville, WI 53595
Regional Account Executive for Lands' End School Uniforms (New York State)
Dec 2014 — Jan 2017
Director of School Sales
510 Fulton St, Brooklyn, NY 11201
Building and advising school uniform programs for public schools, charter schools, parochial schools and private schools throughout New York City.
Enrolling schools in our preferred unifor...
Jan 2013 — Dec 2014
Education
2016 — 2018
2003 — 2007
1999 — 2003
Occupations
Accountant
Finance and Accounting Specialist
Planner
Accounting Bookkeeper
Bookkeeper
Skills
Customer Service
Sales
Management
Training
Account Management
Leadership
Hiring
Salesforce.com
Sales Prospecting
Business Development
Client Prospecting
Relationship Building
Strategic Planning
Sales Operations
Territory Account Management
Interviewing
Employee Training
Scheduling
Microsoft Office