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

  1. Financial Planning Associate

    Lake Water Advisory

    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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Eric Kinsey — Financial Planning Associate at Lake Water Advisory in Bradenton, FL, US | Unifers