Eric has had diverse business experience working with financial services
companies. He has developed, marketed and implemented business as a
financial planner, insurance professional, investment banker, financial advisor
and international commercial banker.
He received his MBA from Columbia University and has an MS from the
London School of Economics.
He is currently a Financial Planner with DiPaola Financial Group in Melville and
NY, NY. He has been a member of the Executive & President’s Councils and
has achieved the Million Dollar Round Table (MDRT) when with New York Life,
MetLife and Ameritas.
He spent 15 years as a senior Investment Banker with Merrill Lynch reaching
the level of Director focusing on capital raising and mergers & acquisitions in
the Financial Institutions industry, and has spent over 20 years in the Insurance
and financial planning industry working primarily on Retirement & Estate
Planning for wealthy individuals and owners of small businesses.
Eric uses his over 35 years of financial and educational experience to help
people create, accumulate and preserve wealth and pass it on to their heirs.
His main focus is helping his clients develop a sound financial strategy.
He lives with his wife Elena in Lloyd Harbor, NY