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Eric Guetterman

Eric guetterman

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location of Eric GuettermanPortland, Oregon Metropolitan Area
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  • Timeline

  • About me

    Investment Counselor at Fisher Investments

  • Education

    • Santa ana college

      2009 - 2012
      Associate’s degree general studies

      Activities and Societies: Wrestling Team

    • York university - nebraska

      2013 - 2015
      Bachelor’s degree business/corporate communications

      Activities and Societies: Wrestling Team Integrated field of study that combines business education, management and communication.

  • Experience

    • State farm

      Jul 2014 - Jun 2015
      Account representative

      • Exceed sales expectations while balancing senior year and varsity wrestling at York College.

    • State farm

      Mar 2016 - Sept 2016
      Sales representative

      • Conduct presentations at networking meetings. • Assess insurance needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.• Plan future follow-up visits and evaluations of needs.• Staying current in job knowledge by participating in educational opportunities; reading professional publications, and maintaining personal networks.

    • Fisher investments

      Jan 2017 - now

      • Investment Counselor

        Jan 2020 - now

      • Portfolio Evaluation Associate

        Feb 2018 - Jan 2020

      • Account Executive

        Jan 2017 - Feb 2018

  • Licenses & Certifications

    • Registered investment adviser

      Securities exchange commission

    • Canadian securities course

      The canadian securities institute
      May 2025