Eric Jia
International Financial Planner at Creative Planning
Based in Sugar Land, United States
7-day free trial · no credit card
Seniority
Staff
Department
Finance & Accounting
Location
Sugar Land
Industry
Financial Services
Company size
2.2K
Contact information
Reveal Eric's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
e•••••••@creativeplanning.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Eric Jia
Results-driven and versatile professional with a proven track record of success, combining exceptional soft skills, technical expertise, and industry certifications to deliver outstanding outcomes. With a solid background in project management, coupled with a Series 7 and Series 66 licensure, as well as a Project Management Professional (PMP) certification, I bring a unique blend of expertise and proficiency to every project I undertake. A highly adaptable and fast learner, I have honed my skills over 7 years of experience in diverse roles, consistently surpassing expectations and achieving exceptional results.
Decision-makers
Other people at Creative Planning
- AMManager
Alan McFann
Senior Investment Manager · Finance & Accounting
- MFStaff
Meg Fitzgerald
Financial Planner · Finance & Accounting
- GMStaff
Gage Matsumoto
Financial Planner · Finance & Accounting
- PCManager
Paul Casazza
Partner & Wealth Manager at Creative Planning Llc · Finance & Accounting
- KBManager
Kyle Bernstein
Private Wealth Manager · Finance & Accounting
Build a list of verified contacts at Creative Planning
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Eric
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime