Erica Silverstein

Administrative Partner at Wealth Solutions Partners | Insurance & Investment Operations | Client Relationship Management | Process Improvement | Executive Administrative Assistant | Calendar & Meeting Coordination

Role
Administrative Partner at Wealth Solutions Partners at Coastal Wealth
Location
Fort Lauderdale, FL, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Erica Silverstein

As the Administrative Partner at Wealth Solutions Partners in Fort Lauderdale, I sit at…

Experience

  1. Administrative Partner at Wealth Solutions Partners

    Coastal Wealth

    Mar 2018 — Present · Miami, TX, US

    As Administrative Partner at Wealth Solutions Partners, I act as a strategic and operational business partner to the Founder & CEO, overseeing the firm’s insurance and investment divisions. I focus on building scalable systems, fostering collaboration, and strengthening executive partnerships that drive sustainable growth and long-term success. By combining strategy, structure, and heart, I streamline operations, elevate client service, and help the firm deliver exceptional results for high-net-worth clients.

Education

  • Rutgers University

    Bachelor of Science (B.S.), Finance Degree Rutgers Business School

    2004 — 2008

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Erica Silverstein — Administrative Partner at Wealth Solutions Partners at Coastal Wealth in Fort Lauderdale, FL, US | Unifers