Financial Advisor at Navigation Group@ Navigation Group
San Francisco, California, United States
Erik Midas
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Bryant University
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FlashIntel GPT
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FlashIntel GPTErik Midas is a highly experienced professional with 15.5 years of work experience. He possesses a diverse skill set including customer service, Microsoft Excel, leadership, public speaking, and financial analysis. Based in San Francisco, California, Erik is dedicated to helping individuals achieve their financial and retirement goals. He develops an investment portfolio that provides risk-added returns to support his goals. Erik's work experience includes roles at Navigation Group, Karp Capital Management, Intellectus Partners, and GE. He is open to learning and expanding his knowledge in the financial industry.
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About
If you’re looking for a fiduciary to work with you on achieving your financial and retirement goals, look no further! Taking a holistic approach, I begin by first having a conversation about you and what your goals are. From your goals, I develop an investment portfolio designed to grow and maintain your wealth, providing the risk adjusted returns to support you and your goals. If you’re interested in learning more or are interested in beginning this process, message me! I look forward to meeting and learning more about you.
...See MoreWork Experience
Financial Advisor at Navigation Group
Client Service Associate
Financial Services
Erik Midas's Professional Milestones
- Client Service Associate (2020-09-01~): Provided exceptional support and personalized support to clients, exceeding satisfaction targets and driving revenue growth.
- Asst. Department Manager Of Customer Service (2014-04-01~2015-04-01): Implementing strategic initiatives to enhance customer satisfaction and loyalty, resulting in increased customer engagement and loyalty.
Education
Skill
Customer Service
Microsoft Excel
Leadership
Public Speaking
Financial Analysis
Management
Forecasting
Call Centers
Analysis
Team Leadership
Powerpoint
Strategic Planning
Microsoft Office
Business Analysis
Customer Retention
Employee Training
Process Improvement
Microsoft Word
Budget Forecasts
Cost Reduction Strategies
Financial Transactions
Data Processing
Investments
Portfolio Management
Networking
Certification
Colleagues
Patrick McCullough, CFP®
Team Leader
Other Named Erik Midas
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Erik Midas works for Navigation Group
Erik Midas's role in Navigation Group is Financial Advisor at Navigation Group
Erik Midas works in the industry of Financial Services
Erik Midas's colleagues are Patrick McCullough, CFP®
Erik Midas's latest job experience is Financial Advisor at Navigation Group at Navigation Group
Erik Midas's latest education in Bryant University
