Soren Erickson has been a Assistant Bond Trader at Umpqua Investments, Inc. since 2018. Additionally, the professional has on-the-job experience at more than five companies using similar skills. Soren has a total work experience of ten+ years. Soren Erickson studied at the Claremont Mckenna College from 2008 to 2011. This expert has the following certificates: Cfa Level Ii Candidate, Chartered Financial Analyst (Cfa), Uniform Securities Agent (Series 63), General Securities Representative (Series 7), and Municipal Securities Representative (Series 52). Today the person lives in Pasadena, California region. You can find Soren Erickson's actual email address and phone number through SoftwareOfficial search.
Name variants:
Soren Erickson
Last updated Jun 18, 2024
Contact Information
Last Update
Jun 30, 2022
Email
so**@westernasset.com
Location
Pasadena, CA
Company
Workplace
Colleagues
Work History
Assistant Bond Trader
1 southwest Columbia St SUITE 300, Portland, OR 97258
from Apr 2018
Internal Retirement Plan Consultant
1100 southwest 6Th Ave, Portland, OR 97204
Supporting my external consultant partner to:
Build and maintain productive and long term working relationships with retirement plan advisors to achieve sales goals
Provide ongoing suppor...
Sep 2016 — Mar 2018
Regional Wholesaler
315 west Mill Plain Blvd, Vancouver, WA 98660
Aug 2015 — May 2016
Associate Advisor
7900 southeast 28Th St SUITE 204, Mercer Island, WA 98040
Jan 2012 — Aug 2015
Portfolio Administrator
385 east Colorado Blvd, Pasadena, CA 91101
Jun 2007 — Sep 2011
Education
2008 — 2011
2003 — 2007
Occupations
Financial Broker
Trader
Accountant
Finance and Accounting Specialist
Counselor
Executive
Partner
Advisor
Chief Administrative Officer
Lawyer
Fiduciary
Capital Markets Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Chief Executive
Trust Law Attorney
Lawyer
Skills
Fixed Income
Asset Management