Eric Martin Halverson

209 north Sunset Dr, Caledonia, MN 55921

Financial Services

Edward Jones
Financial Advisor
Merchants Bank Na May 2008 - Feb 2017
Assistant Vice President and Mortgage Lender and Commercial and Ag Lender at Merchants Bank Na

University of Minnesota - Carlson School of Management 2003 - 2007
Caledonia High School
University of Minnesota

Loans
Commercial Banking
Banking
Real Estate Lending
Fhlmc
Credit
Commercial Lending
Construction Loans

2250 Castro St, Martinez, CA 94553

Staffing And Recruiting

Alameda High Football 2002 - Mar 2019
Offensive Line Coach
G.c Raymond 2002 - Mar 2019
General Contractor
Robert Half Jan 2014 - Oct 2015
Client Service Director
Edward Jones Apr 2012 - Aug 2013
Financial Advisor
Advent Software Feb 2011 - Feb 2012
Solutions Analyst

San Diego State University 1988 - 1992
Bachelors, Bachelor of Science, Criminal Justice Gateway To College at Laney College 1986 - 1988
Associates, Associate of Arts, General Studies Alameda High School 1982 - 1986

Portfolio Management
Financial Services
Mutual Funds
Crm
Asset Management
Management
Strategy
Finance
Salesforce.com
Leadership
Relationship Management
Project Management
Business Development
Investment Management
Investments
Cross Functional Team Leadership
Investment Strategies
Financial Advisory
Securities
Coaching
Separately Managed Accounts
Software Implementation
Operations Management
Alternative Investments
Customer Relationship Management
Equity Trading
401K
Iras
Asset Allocation
Portfolio Performance Analysis
C Level Relationships
Unified Managed Accounts
Rfp
Best Practices
Municipal Bonds
Financial Audits
Sec Filings
Wrap Accounts
C Level Presentations
Finra
Series 7
Series 66
Life Insurance
Cpr Certified
Football

English

Current Series 7, Series 66
California Life and Health Insurance License
Finra

Non-Profit Organization Management

National Association of Service Dogs
Co-Executive Director
Nylon Recyclers
Owner - Developer

Management
Program Management
Procurement
Contract Negotiation
Construction Management
Construction
Engineering
Budgets
Product Development
Software Documentation
Supply Chain Management
Real Estate
Forecasting
Negotiation
Energy
New Business Development
Sales
Business Development
Strategic Planning

Yachting
Construction Project Management
Always Inventing New Products
Environmental Issues and Recycling
Digital Imaging Technology
Golf
Woodworking
Fishing

United States

United States