Eric Wellmann Cfa, Cmt

Eric Wellmann, CFA, CMT has extensive work experience in the financial industry. Eric is currently serving as the Managing Director of Institutional Equity Sales at William O'Neil + Co., Inc. Prior to this, they were the Managing Director at Oakpoint Advisors, where they provided comprehensive sales and marketing services to alternative asset managers. Eric also worked as a Strategic Advisor at Interlink Markets, a boutique investment bank, and as a Fund Development Consultant at Galt Enterprises Inc.

Eric has a long tenure at INSTINET HOLDINGS INCORPORATED, where they were a Managing Director responsible for launching the equity and macro research product in the US. Eric successfully built relationships and developed sales strategies, contributing to the growth and success of the organization. Before that, they worked as a Senior VP - Equity Sales at Macquarie Capital (USA) Inc., where they played a key role in selling institutional equity research and achieving significant growth in commissions.

At Merrill Lynch, Eric held multiple roles including First VP - Equity Sales, Director - Sales, and Vice President. Eric demonstrated excellent sales skills, consistently achieving top rankings and leading their teams to success. Eric also worked as an Associate and Credit Analyst at JPMorgan Chase & Co. and as an Associate in the banking division of JPMorgan Chase (formerly Chemical Bank).

Overall, Eric Wellmann's work experience highlights their expertise in equity sales, research product launch, sales strategy development, and relationship management in the financial industry.

Eric Wellmann, CFA, CMT holds an MBA degree in Finance and Entrepreneurship from The Wharton School. Eric also has a Bachelor of Arts degree in Economics and German from Middlebury College. In addition, they have obtained certifications such as Chartered Financial Analyst (CFA), Chartered Market Technician (CMT), Series 63, and Series 7. The exact years of obtaining these certifications are not provided.