Erik Wehner

Partner at Equity Wealth Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
Hoboken, New Jersey, United States, JE
Languages
  • English -
  • Italian -

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5.0

/5.0
/ Based on 2 ratings
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Pasqua Malzone

Erik interned at ADP in the OS Patching organization. He was very focused and provided great oversight to details that helped keep servers safe from hackers. Erik was a great team player and his contribution is still pertinent today. He was a pleasure with which to work.

Pasqua Malzone

Erik interned in my team this summer, working in the OS Patching group. He very quickly became a high level contributor to the team, working on deliverables that changed the way information was provided to our clients. Erik remained thorough and focused while maintaining a very professional demeanor throughout every challenge we threw at him. He is a pleasure to work with and I am sure he will be an asset to any company for which he works . Although he was with us only a few short months, Erik will leave a lasting imprint on the OS Patching team.

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Credentials

  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    New Jersey State Department of Banking and Insurance
  • Series 66
    FINRA
  • Series 7
    FINRA

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner
      • Mar 2023 - Present

    • Client Services Manager
      • Jan 2021 - Feb 2023

    • Client Service Specialist
      • Jan 2019 - Dec 2020

    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Client Resolution Specialist
      • Oct 2017 - Dec 2018

  • ADP, LLC
    • Roseland, NJ
    • Release Coordination Intern
      • May 2016 - Aug 2016

Education

  • The College of New Jersey
    Bachelor of Science, Business Administration, Finance Major, 2013-2017, Finance and Financial Management Services
    2013 - 2017

Community

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