Eric Kinsey
Lake Water Advisory
- Role
- Financial Planning Associate at Lake Water Advisory
- Location
- Bradenton, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Eric Kinsey
My background that spans wealth management, estate planning, family law, and securities…
Experience
Financial Planning Associate
Sep 2025 — Present
Education
University of Virginia Darden School of Business
Master of Business Administration (M.B.A.)
2013 — 2017
University of Northern Colorado
Bachelor's Degree, Finance
2006 — 2009
University of Virginia School of Law
Juris Doctor (J.D.)
2014 — 2017
Skills
- Leadership
- Business Analysis
- Finance
- Microsoft Excel
- Financial Analysis
- Business Intelligence
- Process Improvement
- Access
- Microsoft Office
- Analysis
- Data Analysis
- Salesforce.com
- Strategy
- Financial Reporting
- Financial Statement Analysis
- Project Management
- Sql
- Accounting
- Forecasting
- Competitive Analysis
- Customer Service
- Budgets
- Rally
- Team Leadership
- Powerpoint
- Microsoft Word
- Outlook
- Risk Management
- Strategic Planning
- Team Building
- Jira
- Quality Assurance
- Marketing
- Java
- Business Process
- Teamwork
- Time Management
- Management
- Entrepreneurship
- Public Speaking
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