Eric Albertson

Owner | Chief Compliance Officer

Role
President & CCO at Viento Financial Group, Llc
Location
Hood River, OR, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. President & CCO

    Viento Financial Group, Llc

    Nov 2023 — Present · Hood River, OR, US

    Certified Financial Planner, CFP® Professional responsible for advisory services, business operations and compliance of Registered Investment Advisor (RIA) firm focused on sustainable investments.

Education

  • College for Financial Planning

    Financial Planning and Services

    2024 — 2025

  • Western Michigan University - Haworth College of Business

    BBA, Supply Chain Management

    1993 — 1998

  • Cornell University

    Executive Leadership Certificate

Skills

  • Program Management
  • Requirements Analysis
  • Pmp
  • Change Management
  • Business Process
  • Agile Project Management
  • Product Management
  • Business Analysis
  • Scrum
  • IT Strategy
  • Business Process Improvement
  • Business Process Design
  • Cross-Functional Team Leadership
  • Management Consulting
  • Process Improvement
  • Project Portfolio Management
  • Business Transformation
  • Sdlc
  • Project Management
  • Software Project Management
  • Management

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Eric Albertson — President & CCO at Viento Financial Group, Llc in Hood River, OR, US | Unifers