Eric Proctor is a Financial Services professional with 12 years of experience, currently serving as a Financial Mindset Coach since 2023. Previously, they held managerial roles at Charles Schwab and were a Client Relationship Consultant at TIAA, where they excelled in building client relationships and managing advisor portfolios. Eric also gained foundational knowledge in the financial industry through roles at Vanguard and specialized as a Voyager Growth Associate. They are pursuing a Bachelor of Science in Business Administration and Management at Auburn University.
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