michael erman

michael erman

About

* Financial Modeling – Experienced modeling skills with focus on valuation and forecasting, generating routine reports with analysis for company leadership * Advanced Excel Skills – Including pivot tables, macros, vlookup, etc - frequently produce ad hoc reports as needed by management including productivity reports and sales forecasting models * CFA (Chartered Financial Analyst) Charter Holder – Completed graduate level coursework with intensive study program focused on financial reporting and analysis, economics, corporate finance, and investments * Presentation Skills – Extensive experience presenting analytical reports to management, advice and educational topics to clients, hosting seminars and public speaking events

Country

united states

City

tampa

Industry

financial services

Skill

asset allocation, wealth management, financial analysis, financial modeling, financial planning, investment advisory, securities, microsoft excel, asset management, financial reporting, strategic financial planning, pivot tables, business analytics

Experience

td ameritrade

brokerage operations

td ameritrade

2010-1 - 2014-6 · 4 yrs 6 mos
ameriprise financial services, inc.

financial advisor

ameriprise financial services, inc.

2007-1 - 2009-1 · 2 yrs 1 mo
harwood financial group

financial analyst

harwood financial group

2014-6 - 2019-1 · 4 yrs 8 mos

Education

florida state university

florida state university

finance

2003-1 - 2007-1 · 4 yrs 1 mo

Activities and Societies: Oglesby Union Board - Vice Chair, Beta Gamma Sigma Business Honor Society, Omicron Delta Kappa Leadership Honor Society, Phi Beta Kappa Academic Honor Society

michael erman's Contact Information

Email

******@***.com

Phone

(**) *** ****

Find the Right Leads
Find Verified Contact Data

Try with: Jensen Huang @ nvidia.com Click to autofill
LeadContact awards, five-star ratings, and GDPR compliance badges

What LeadContact does well

Find verified emails, phone numbers, and decision-makers with 98% accuracy.

Find Leads

Find Leads

Find the right people by company, role, industry, location, and more.

925M+ professional profiles

Find Leads
Find Emails

Find Emails

Access verified email addresses for your target contacts.

657M+ emails

Find Emails
Find Phone Numbers

Find Phone Numbers

Get cross-validated phone data from multiple top sources.

239M+ phone numbers

Find Phone Numbers

More Accurate. Lower Cost.

Find contact data in 1 tool with 98% accuracy

LeadContact integrates leading enrichment tools to deliver more accurate contact data—without paying for each one.

LeadContact Logo
Competitor Tools

All these = $289 per month

Great conversations start with the right contact.

It’s time to find yours.