With work experience over 19 years, this professional is currently working at Adviceperiod which is located in 2 as a Partner Advisor. Erik received his education from 2006 to 2008 at the University of California, Los Angeles. This expert is located in Los Angeles, California. To contact directly Erik, you can search for their phone or e-mail or get exhaustive information by requesting access to this professional's additional details.
Name variants:
Eric Gulsrud
Last updated Apr 30, 2024
Contact Information
Last Update
Jul 11, 2022
Email
er**@adviceperiod.com, er**@anderson.ucla.edu, er**@convergentwealth.com
Location
Los Angeles, CA
Company
Workplace
Colleagues
Work History
Partner Advisor
2121 Avenue Of The Stars SUITE 2400, Los Angeles, CA 90067
At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients f...
from Jan 2018
Managing Director
1 Bridge Plz north SUITE 500, Fort Lee, NJ 07024
Pathstone Federal Street is an independent, employee- and family- owned advisory firm that offers multigenerational families and institutions strategic wealth management and customized inves...
Nov 2016 — Dec 2017
Managing Director
12505 Park Potomac Ave SUITE 400, Potomac, MD 20854
Dec 2014 — Oct 2016
Director
12505 Park Potomac Ave SUITE 400, Potomac, MD 20854
Nov 2013 — Dec 2014
Associate Director
12505 Park Potomac Ave SUITE 400, Potomac, MD 20854
Jan 2012 — Nov 2013
Senior Investment Management Associate
12505 Park Potomac Ave SUITE 400, Potomac, MD 20854
Jul 2008 — Jan 2012
Director, Crm Tools and Development
7930 Jones Branch Dr, Mclean, VA 22102
2005 — 2006
Assistant Manager, Customer Loyalty Marketing
7930 Jones Branch Dr, Mclean, VA 22102
2001 — 2003
Customer Loyalty Marketing Assistant
7930 Jones Branch Dr, Mclean, VA 22102
2000 — 2001
Education
2006 — 2008
1996 — 2000
Occupations
Executive
Partner
Advisor
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Chief Executive Officer
Artist
Model
Manager
Chief Executive
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Corporate Executive
Operations Manager
Skills
Portfolio Management
Financial Analysis
Asset Allocation
Investments
Alternative Investments
Asset Management
Hedge Funds
Strategy
Business Strategy
Business Development
Investment Management
Wealth Management
Crm
Equities
Fixed Income
Equity Research
FAQs about Erik Gulsrud
What's the main profession of Erik Gulsrud?
The expert is a Partner Advisor.
What jobs is Erik Gulsrud proficient at at?
The expert is proficient at Executive and Partner jobs.
Where is Erik Gulsrud currently located?
Erik Gulsrud is located in Los Angeles, California.
Does the professional have the email address?
er**@adviceperiod.com and er**@anderson.ucla.edu is Erik Gulsrud's email address.
How many companies did Erik Gulsrud work at?
Erik Gulsrud worked at 11 jobs.
What education does Erik Gulsrud have?
Erik studied at the University of California, Los Angeles from 2006 to 2008.
Are there any professional industries Erik Gulsrud works in?
Erik works in Financial Services industry.
Are there any professional skills Erik Gulsrud has?
Erik Gulsrud has the following skills: Portfolio Management, Financial Analysis, Asset Allocation, Investments, Alternative Investments, Asset Management, Hedge Funds, Strategy, and Business Strategy.