Erika L. Demetriou

Manager, Advisor Experience @Tru Independence

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2023 — Present

Manager, Advisor Experience @Tru Independence

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Philadelphia, PA, US

EDUCATION

1995 — 1999

Seton Hall University

Bachelors, Finance

SKILLS

Hedge FundsBudgetingMiddle OfficeFinancial AnalysisWealth ManagementAsset ManagementFinancial Management ServicesFinancial ServicesCrmManagementBudgetsFinancePortfolio ManagementInvestmentsSalesOnboardingAsset AllocationEquitiesFinancial ModelingTrading

ABOUT ERIKA L. DEMETRIOU

Advisory Services offered through tru Independence Asset Management, LLC, a Registered Investment Advisor with the SEC. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.I am a results-oriented professional with 18 years experience in the financial services industry. Strengths lie in project management, cash management, middle/back office functions, sales support, and providing exceptional client service in the banking retail and private wealth management network. Maintain an organized approach to managing daily activities; able to simultaneously juggle multiple demands to achieve optimal efficiency and productivity. Foster collaboration among team members and business partners.

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Erika L. Demetriou — Manager, Advisor Experience at Tru Independence in Philadelphia, PA, US | Unifers