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Eric Sousa

Client Associate LinkedIn

About

Eric works within our Client Service Team managing administrative and operational activities for both our private and institutional clients. He provides support to Principals and Wealth Managers with ongoing maintenance of client accounts, preparing investment portfolio reviews, and processing client asset transfers.

Prior to joining B|O|S, Eric worked as a Portfolio Administrator for Cypress Wealth Advisors in San Francisco.

Education

  • B.A. in Economics, University of California, Davis
  • B.A. in International Relations, University of California, Davis

Highlights

  • California Notary Public
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