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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL
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Eric Fitz-Randolph
Enterprise Account Executive at Pontera
Speaker

Profile

Eric Fitz-Randolph is an Enterprise Account Executive at Pontera, focusing on Pontera’s go-to-market efforts with enterprise and strategic RIA's and Broker-Dealers. Prior to Pontera, Eric worked as an Account Executive at Vise and at Bank of America Merrill Lynch in the Private Wealth Management Division. He received a B.B.A in Finance from Southern Methodist University.


Agenda Sessions

  • Turning Data into Growth Decisions

    , 1:40pm
    View Session

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Peter Mallouk
President and CEO
Creative Planning

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