December’s EIR is Dave Eichinger, First V.P., CFM,CRPC, CSNA, Wealth Management Advisor - Portfolio Manager
David J. Eichinger, First Vice President, Wealth Management Advisor, Portfolio Manager, CRPC® joined Merrill Lynch in 1983. Dave focuses on Wealth and Estate Planning Services, Financial Services for businesses, and International clients. He leads his team's Fixed Income Management, Alternative Investments and Concentrated Stock Positions. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Dave holds the Series 7, Series 63, Series 65, and Series 8 FINRA registrations. He is the former President of the North Central Ohio Estate Planning Council, Advisory Council to Management Board and is very involved in the community. Dave is married with 3 children.
Get immediate feedback on current ventures and/or professional goals from an "Entrepreneur in Residence" (EIR), based on his or her success in starting and managing successful enterprises! The program offers the following:
-An ask-me-anything session with an innovative and highly successful entrepreneur.
-Feedback on the member's business, business idea, or professional development path.
-The chance to discuss best practices for starting and running a business.
-Insight into specific industries.