Eric Beers
Vice President of Investments @David Lerner Associates, Inc
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WORK HISTORY
Vice President of Investments @David Lerner Associates, Inc
Working with clients to assist them in managing their investments through high-quality customer service and portfolio management.
EDUCATION
University of Rhode Island
Bachelor of Science (B.S.), Economics and Business Administration
University of Connecticut
Master of Business Administration (MBA), Finance and International Business
SKILLS
ABOUT ERIC BEERS
You can reach me at (20••••••36 or E••••••••@davidlerner.comAs a licensed and registered financial professional, I am dedicated to helping my clients navigate the complexities of investment management. I work closely with individuals and businesses to develop tailored investment strategies that align with their unique risk tolerance and financial goals. My commitment to providing exceptional customer service ensures that my clients receive not only expert guidance but also the personalized attention they deserve. Whether it\'s managing portfolios, recommending investment solutions, or helping clients achieve long-term financial success, I am passionate about delivering high-quality service and building lasting relationships.
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