Profilo
Mr. Eric Clark is President & Chief Operating Officer at Rinehart Wealth Management.
He joined Rinehart Wealth in 1999 after 13 years with Bank of America and its predecessors.
During his tenure with Bank of America, his responsibilities included banking center management, process re-engineering, new product development, project management and consumer product marketing.
In addition to managing his clients’ finances, he is responsible for the daily operations of our firm.
Mr. Clark received a graduate degree from University of Kentucky in 1985, he earned his Masters in Business Administration from Wake Forest University’s Babcock School of Management in 1999.
He is a Certified Financial Planner Certificant and a Corporate Professional of the National Association of Personal Financial Advisors.
He is a member of the Board of the Community Weekday School, a program of the Episcopal Diocese of North Carolina, and Christ Episcopal Church volunteer coordinator for the Men’s Emergency Winter Shelter.
Precedenti posizioni note di Eric William Clark
Società | Posizione | Fine |
---|---|---|
First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Presidente | 01/02/2013 |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | 31/12/1998 |
Formazione di Eric William Clark
University of Kentucky | Undergraduate Degree |
Wake Forest University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Aziende private | 1 |
---|---|
First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Finance |
- Borsa valori
- Insiders
- Eric William Clark