Erik Bolzner

Agency Supervisory Officer at Vision Financial Group

Erik Bolzner has held various roles in the financial industry, starting as an intern at Sage Rutty & Co., Inc. Erik has worked their way up to become an Agency Supervisory Officer at Vision Financial Group. With a Bachelor of Business Administration degree in Finance and Economics from Nazareth University, Erik has experience in providing guidance to individual investors and families, managing client accounts, and implementing wealth management strategies. Throughout their career, Erik has demonstrated proficiency in portfolio analysis, client service, and relationship management.

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Timeline

  • Agency Supervisory Officer

    October, 2019 - present