I have served in many facets of the financial services industry for the better part of 15 years. I hope to grow a money management business focusing on goals based investing and holistic wealth management. Specialties: customer relations, database administration, equities, fixed income, mutual funds, ETFs, inventory management, management, marketing, personnel, presentation skills, reports, research, sales, securities, supervisory skills,
Eric Lanshe
Senior Portfolio Analyst and Chief Investment Officer
Capital Management Services Inc
United States, Pennsylvania, Wayne
About Me
Profile Information
Senior Portfolio Analyst and Chief Investment Officer
Capital Management Services Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Wayne
Pennsylvania
United States
Sep 29, 2024
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