Prior to his career in the financial services industry, Eric served in a number of upper management positions in the Boston and New York City areas where he specialized in statistical and financial analysis. After working for a global investment firm, Eric joined Pinnacle Investments in 2005 where he was able to apply many of those same skills in developing investment strategies. In addition to working with individual clients, Eric served as Chief Executive Officer of Pinnacle Investments and President of Pinnacle’s Confidential Planning I, LLC division. Currently, Eric serves as Chief Operating Officer and Chief Financial Officer of Holding Company in addition to serving as a Board Member.
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