Eric Stern
Senior Vice President, Wealth Consultant
- Role
- Senior Vice President, Wealth Consultant at First Citizens Bank
- Location
- Danville, CA, US
- LinkedIn followers
- 500 followers
About Eric Stern
Senior Vice President and Wealth Consultant with the First Citizens Wealth Team, a combination of First Citizens and the Silicon Valley Private Bank. Based in San Francisco, I advise individuals, families, professional services firms, and nonprofit organizations in areas of investments, customized lending, banking, retirement planning and trust services.
Experience
Senior Vice President, Wealth Consultant
May 2024 — Present · San Francisco, CA, US
Senior Vice President and Wealth Consultant with the First Citizens Wealth Team, a combination of First Citizens and the Silicon Valley Private Bank
Education
USC Marshall School of Business
Master's Degree, Finance
2000 — 2002
UC Santa Barbara
BA, Business Economics
1994 — 1997
Skills
- Series 63
- Portfolio Management
- Loans
- Equities
- Private Banking
- Wealth Management
- Banking
- Credit
- Series 7
- Financial Structuring
- Commercial Banking
- Relationship Management
- Alternative Investments
- Private Equity
- Finance
- Fixed Income
- Investments
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