Erik Aden
Partner at Panorama Institutional Solutions
- Role
- Financial Professional at Dergalis Associates
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Erik Aden
Erik began his career in financial services in 2004 but has joined Panorama Institutional Solutions as a way to partner with elite advisors. The partnership provides his clients with objective advice, personal service, a team approach and strong experience and fundaments in investment strategies and risk management. For his personal clients, Erik’s primary focus is oversight of the assets under management. Through portfolio construction and analysis, Erik carefully manages the assets to match clients’ needs and objectives. Erik also specializes in working within the self-employed community. In particular, Erik provides financial service advice and benefit resources to real estate brokers and agents across 5 states.
Experience
Financial Professional
Mar 2016 — Present · Omaha, NE, US
The Agent Benefits Program, offered by Dergalis Associates, provides realtors easy access to investment, insurance and other financial products and services. Dergalis Associates is comprised of a team of professionals focusing on financial services, health insurance and benefit administration. The team works together to help create customized financial strategies and benefit plans for realtors.
Education
Hastings College
Accounting, Marketing, Buisness
1999 — 2002
University of Nebraska at Omaha
Buisness Adminstration, Finance, Banking, Investment Science
2002 — 2004
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.