eric tomaszewski

* I specialized in a dynamic and personalized approach towards portfolio management. I assisted my clients with a range of needs and goals ranging from educational funding to retirement and legacy planning. * Details regarding focus/ approach: * strategies that focused on steady growth without the unnecessary risks * quarterly portfolio evaluations with an educational based approach on market topics, themes, etc. * concentrated equity strategies and covered call strategies * goals based approach that incorporated behavioral finance * defined benefit/ defined contribution investment solutions

I traded equities based on price action and technical analysis for a multi-million dollar account. My approach was systematic and structured during the decision making process for choosing companies and defining my entries/ exits. My role included the use of a Bloomberg terminal for analytics that assisted with examining sectors, financial statements, global economic trends, company specific news, etc.

* I worked with one of the Top ranked wealth management teams in the country managing approximately $2.5 Billion for a range of clients (high net worth, ultra high net worth, institutional) * My role was a cross between a relationship manager and an investment analyst. * Description of Roles: * analyzing portfolios as it relates to allocation, risk management, and benchmarking * examined industry and company specific trends * Assisted with portfolio management selection process

I worked along side our Branch Manager to learn the discount brokerage business. My roles consisted of meeting/ educating new clients on the different types of investment account structures and the features available for trading/ investing online. I was able to deepen my knowledge base by utilizing the course work that prepared me for the company culture, customer service, workflow and account funding, etc. This gave my a detailed background into the inter workings of the behavioral dynamics of the stock market and investor psychology.

I customize solutions for our individual and institutional clients by incorporating a philosophy that is inspired by an endowment based investment approach which allows for higher returns with far less volatility. I implement this approach by taking into consideration the rational and irrational aspects of the marketplace. I follow a disciplined process of goal setting, strategy implementation and consistent reviews to track progress throughout the year. The most fulfilling part of my business is the ability to merge the newest technology with portfolio management while incorporating a valued service that meets the needs, goals, and aspirations of my clients and their families.

Student representative at the RISE conference which is the largest and longest running student investment conference in the world","-Dean's List for the Business School","-Co-Founded the first Investment Association at Wayne State that consisted of students with strong interests for the stock market, investing, and the behavioral dynamics of market participants"]