Eric Walter
Results Oriented Leader | Relationship Cultivation | Investment Management | Financial Planning | Client Services
- Role
- Director of Client Services at Altfest Personal Wealth Management
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Eric Walter
Experienced Executive with a demonstrated history of working in the financial services…
Experience
Director of Client Services
Altfest Personal Wealth Management
Sep 2025 — Present
Education
Seton Hall University
Bachelor of Science (BS)
Skills
- Portfolio Management
- Bonds
- Fixed Income
- Capital Markets
- Series 7
- Derivatives
- Structured Products
- Financial Risk
- Securities
- Hedge Funds
- Finra
- Investments
- Bloomberg
- Trading
- Investment Banking
- Series 63
- Series 24
- Equities
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