Masttro
Eric Switzer possesses a robust background in sales and financial advisory, having held significant positions such as Vice President of Intermediary Sales at advisor.cash (by StoneCastle) and Financial Advisor at Modus Park Advisors, a Magnus Financial Group Co. Prior roles include Account Manager at Masttro and Business Development Representative at Salesforce. Eric Switzer began a career in finance as an Associate Financial Advisor at Pioneer Financial at Northwestern Mutual. Educationally, Eric Switzer earned a Bachelor of Science in Finance and a Bachelor of Science in Economics from the University of Delaware.
This person is not in any offices
Masttro
1 followers
Masttro is a multinational financial technology organization offering state-of-the-art solutions to significantly wealthy families, family offices, and financial advisors. The business was founded in 2010 by asset owners with more than 25 years of experience using advanced proprietary technology to control diversified, multi-generational capital.Their goal is to create a new norm for wealth platforms: the most open, easy to use, and timely access to information needed by families and advisors to manage and monitor wealth over decades, and the peace of mind that comes from understanding that the highest standards of protection and confidentiality protect their information.