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Eric H. Brown
Profile
Mr. Eric H.
Brown is Operations Manager at Greene Wealth Management LLC.
He joined the Greene Wealth Management team in June of 2008.
He was part of the Trade Support and Trade Dispute Resolution Groups, and was one of the top Trading Specialists while at Fidelity Brokerage Services.
He has also worked with the High Net Worth Active Trader group at Charles Schwab & Co. and as an Investment Advisor at Schwab's Redmond, WA office and has held similar positions at Banc of America Investment Services.
More recently, Mr. Brown was a Qualified Intermediary facilitating tax-deferred exchanges of real property at 1031 Exchange Coordinators and was the Client Service Manager at WMS Financial Planners.
Former positions of Eric H. Brown
Companies | Position | End |
---|---|---|
Charles Schwab & Co., Inc. (Broker)
![]() Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Trading-Equity | - |
Banc of America Investment Advisors, Inc. | Corporate Officer/Principal | - |
Fidelity Brokerage Services, Inc. | Corporate Officer/Principal | - |
Experiences
Positions held
Linked companies
Private companies | 3 |
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Fidelity Brokerage Services, Inc. | |
Charles Schwab & Co., Inc. (Broker)
![]() Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
Banc of America Investment Advisors, Inc. | Finance |
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