Eric Durham
Financial Planning Analyst with Pure Wealth Strategies
- Role
- Financial Planning Analyst at Pure Wealth Strategies
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
Experience
Financial Planning Analyst
Aug 2023 — Present · Greensboro, NC, US
Update clients’ financial plans using the internal software based on data gathered from our Wealth Management Advisors• Meet regularly with our Advisors to ensure that created financial plans are accurate and complete before client meetings• Complete meeting prep work for our Advisors to have adequate resources for the conversation
Education
University of North Carolina at Greensboro
BA in Music, BS in Business Administration
2007 — 2011
Skills
- Team Building
- Recruiting
- Event Planning
- Microsoft Office
- Marketing
- Public Speaking
- Fundraising
- Customer Service
- Press Releases
- Social Media
- Event Management
- Volunteer Management
- Public Relations
- Community Outreach
- Collaborative Leadership
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