Deep Enrich
Eric Lyons
Financial Advisor
1000 followers
Saddle River, New Jersey, United States
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About me
WealthSuite Portfolio Administrator at Private Advisor Group
Education
Syracuse University - Maxwell School
1988 - 1992Bachelor of Arts (BA) Political Science and GovernmentActivities and Societies: Sigma Alpha Mu Philanthropy Chair Athletics Chair
White Plains High School
1984 - 1988White Plains, NYBasketball Television Production Club
Experience
Lehman Brothers
Aug 1992 - Jan 1993Financial Advisor
All Tech Investment Group
Jan 1993 - Mar 2000Director of Equity Trading
SunGard Financial Systems - now part of FIS
Mar 2000 - Sept 2010Proprietary Trader
Hold Brothers Capital, LLC
Sept 2010 - Oct 2013Proprietary Trader
CoastalOne
Oct 2013 - Oct 2014Director Of Operations and Compliance
Terra Capital Partners
Oct 2014 - Aug 2019Vice President of Operations
Signature Bank
Sept 2019 - Oct 2022Investment Management Specialist
Private Advisor Group
Oct 2022 - nowWealthSuite Portfolio Administrator
Licenses & Certifications
Series 66
FINRAFeb 2020Series 24
FINRAApr 1994Series 7
FINRAJun 1993
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