Eric Z

Financial Advisor

Free Consulting


As a Financial Advisor at Merrill Lynch, Eric works with Portfolio Managers and other specialists in financial industry delivering financial planning, asset allocation, portfolio management services to valued clients. Eric is specialized in not only the investment advisement but also soft skills. He knows how to be the rainmaker during job hunting. What he believes is the interview starts even before submitting the resume. His career path in Wealth Management started with a cup of coffee with a Senior Portfolio Manager at Morgan Stanley. After interviewing with MS, ML, and UBS, Eric decided to take the offer from ML with over $2 trillion assets under management. All of this started with a cup of coffee. Now who is willing to grab a coffee with the Rainmaker?

Your Title: Financial Advisor

Your Industry: Wealth Management

Previous Company: China Overseas Holding Group Ltd.

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