Eric Lunder
Brokerage Investment Representative at Vanguard
Based in Charlotte, United States
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Seniority
Staff
Department
Other
Location
Charlotte
Industry
Financial Services
Company size
26K
Contact information
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e•••••••@investor.vanguard.com
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Background
About Eric Lunder
Experienced Senior Investment Representative for the Vanguard Group with more than 25 years of broad financial services experience managing retail and institutional accounts. Strong presentation skills, analytical skill, and industry savvy to successfully guide major financial decisions. Self-starter that's confident interacting with high net worth clients articulating complex investment principles and strategies. Proactive desire to learn with an excellent grasp of evolving tax laws and regulations impacting securities markets. Specialized in Vanguard funds, brokerage, retirement planning, risk management, and taxes. Strong problem-solving and time-management ability. Outstanding interpersonal skills, building and fostering long-term, profit-producing relationships. Specialties: Equity Trading, Financial Planning, Financial Analysis, Investment Planning, Securities Markets, Mutual Funds, Derivatives, Retirement Planning, Taxes and Risk Management, Equity Fund Analysis, Financial Research, Economic Analysis, Trend Assessment, Laws and Regulations, Customer Relations, Rapport Building, Problem Solving, Team Training and Mentoring
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