Eric Imbuelten

Inhaber, Operations Manager, A.E.I. Financial Strategies, Inc.
SANTA ROSA, United States of America

Fähigkeiten und Kenntnisse

Personal financial planning know-how
client care and service are my top priorities. S
families and company group plans (All major insura

Werdegang

Berufserfahrung von Eric Imbuelten

  • Current 21 years and 11 months, since Jul 2004

    Operations Manager

    A.E.I. Financial Strategies, Inc.

    I have worked as a financial consultant in the tax field for 21 years, in the insurance business for 12 years and with safe money planning annuities for more than 5 years. On the insurance side, I am working with small businesses and individuals to find medical insurance coverage through the health carriers (Blue Cross, Blue Shield, Kaiser, Aetna, Assurant Health). In California 6.7 million people do not have health insurance today... My mission is to provide affordable, time-saving, excellent service.

  • 2004 - 2006

    Loan Officer

    Granite Loan Center

    Mortgage lending for a mortgage and real estate company on an independent contract basis. I learned from a mortgage loan expert with 30 years of experience. To add value to my current client base, I offered mortgage and real estate purchase and sale services. I have been licensed by the California Department of Real Estate.

  • 7 months, Dec 2004 - Jun 2005

    Controller

    Digital Path Networks, Inc.

  • 3 years and 7 months, Jan 2000 - Jul 2003

    Financial Internal Auditor

    EDS (Electronic Data Systems)

  • 1998 - 1999

    Senior Accountant

    Williams Rice Milling Co.

Ausbildung von Eric Imbuelten

  • 3 years and 8 months, Sep 1995 - Apr 1999

    Personal Financial Planning

    U.C. Berkeley

    Fully comprehensive Financial Planning curriculum covering 8 core, universally accepted areas of financial planning.

  • 1 year and 10 months, Sep 1986 - Jun 1988

    Finance

    California State University, East Bay

    Multinational Business Finance

  • 3 years and 9 months, Sep 1980 - May 1984

    French

    University of California, Berkeley

    Language Skills, Phonetics, Literature, History, Culture, Politics

Sprachen

  • English

    C2 (Verhandlungssicher / Muttersprachlich)

  • French

    C1 (Fließend)

  • German

    B1-B2 (Gute Kenntnisse)

  • Spanish

    B1-B2 (Gute Kenntnisse)

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