Eric Jimenez

Eric Jimenez, MBA, is an experienced financial planner currently working at Summit Financial since May 2023, where responsibilities include meeting with high net worth clients, facilitating investment transactions, and conducting portfolio analysis. Previously, Eric held the position of Senior Associate in Estate and Business Planning at First Republic from November 2022 to May 2023, concentrating on developing financial plans for ultra high net worth clients. Eric's career began at Rex Global Wealth Management as an Investment Analyst in June 2019, and Eric also served as a Financial Planner at Summit Financial from June 2019 to November 2022, collaborating with various financial specialists on holistic planning strategies. Eric's earlier experience includes a role as a Junior Sales Executive at Corporate Technologies in 2018. Eric holds an MBA in Finance and a BS in Finance from William Paterson University of New Jersey.