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AdvisorNet

Erik Heger

Advisor

Role and Company

Senior Wealth Strategy Associate, UBS Financial Services

Expertise

15 years experience in financial services

Location

New York, NY

About Erik

Member of top sales team with over $4B in assets under management and over $15M in annual revenue managing high net worth client relationships, executing securities trades, generating investment proposals, conducting research, and administering managed money accounts. Possess strong analytical skills and demonstrated ability to research and resolve complex issues. Skilled at managing high net worth client relationships and interfacing with various levels of management. Instrumental in developing, integrating and improving processes, enhancing productivity and implementing technology solutions. Proficient in MS Excel, PowerPoint, Word, Bloomberg Financial and Thomson ONE Analytics. Hold licenses in FINRA Series 7, 63 & 65.

Master of Business Administration, Finance & Marketing, Fordham University, New York, NY, 2011

Bachelor of Arts, Communications, Rutgers University, New Brunswick, NJ 2002

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Erik's Recent Answers

3 months ago

Who has an MBA with a Concentration in Marketing?

I received my MBA from Fordham University with a dual concentration in Finance and Marketing. I was mainly going for...

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