Erin Wood
Head of Financial Planning | Humanizing Financial Advice | Mentor to Women & Underprivileged | WealthManagement Thought Leader of the Year | InvestmentNews Women to Watch Excellence Awardee
- Role
- SVP Advanced Planning at AssetMark
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Erin Wood
Experienced Wealth Leader with a demonstrated history of working in the financial services industry. Strong business development professional skilled in Personal Planning, Analytical Skills, Executive Management, Wealth Accumulation, and Strategic Leadership.Strengths: Analytical * Focus * Futuristic * Relator * Responsibility
Experience
SVP Advanced Planning
Dec 2024 — Present
Education
Creighton University's Heider College of Business
Financial Psychology and Behavioral Finance
2018 — 2019
Northwest Missouri State University
BS
1997 — 2002
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