Eric Pound, CEPA

Private Bank - Sr. Relationship Manager at Key Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Cleveland

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Pat Berry

Eric is top-shelf in analytical and organization skills. Team leader with outstanding vision and concepts.

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Credentials

  • Certified Exit Planning Advisor
    Exit Planning Institute
    Aug, 2022
    - Oct, 2024
  • Series 63
    FINRA
  • Series 7
    FINRA

Experience

  • Key Private Bank
    • United States
    • Banking
    • 200 - 300 Employee
    • Private Bank - Sr. Relationship Manager
      • Dec 2020 - Present

    • Private Bank - Relationship Manager
      • Jun 2018 - Dec 2020

    • Private Bank - Associate Relationship Manager
      • Mar 2017 - Jun 2018

  • GE Current, a Daintree company
    • United States
    • Appliances, Electrical, and Electronics Manufacturing
    • 200 - 300 Employee
    • Project Manager
      • Jul 2016 - Mar 2017

  • J.P. Morgan
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Banking Analyst
      • Jul 2013 - Jul 2016

      As an analyst, I support members of an integrated team of bankers, investors, capital advisors, and wealth advisors who work together to deliver customized financial strategies/solutions to high net worth individuals in Ohio. As an analyst, I support members of an integrated team of bankers, investors, capital advisors, and wealth advisors who work together to deliver customized financial strategies/solutions to high net worth individuals in Ohio.

  • Miller Safety Products
    • Zelienople, Pennsylvania
    • Finance Intern
      • Dec 2011 - Jan 2013

      - Primary focus was to work with the Manager of Purchasing and Inventory Control to ensure accurate balancing of books to physical inventory. Oversaw physical and test counts - Input data and maintained the Company’s operational software as it relates to inventory adjustments, proper sales tax rates, pricing and order-entry special projects – most recently supervised the reconciliation of unconfirmed sales, deliveries and billings for the fourth quarter of fiscal year end 2011. - Primary focus was to work with the Manager of Purchasing and Inventory Control to ensure accurate balancing of books to physical inventory. Oversaw physical and test counts - Input data and maintained the Company’s operational software as it relates to inventory adjustments, proper sales tax rates, pricing and order-entry special projects – most recently supervised the reconciliation of unconfirmed sales, deliveries and billings for the fourth quarter of fiscal year end 2011.

  • Walsh University CFA Research Challenge
    • Student
      • 2011 - 2012

Education

  • Walsh University
    Bachelor of Arts (B.A.), Finance, Business Management, Economics
    2009 - 2013

Community

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