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Education

Rutgers Business School

MBA- Marketing- Market Research, Optimization- Rutgers Business School

Specialization:

Financial Advisor; Wealth Advisor; Finance; Investment Advisor; Account Management; Client Relationships; Retirement Solutions; Personal Trust; 401K; IRA; Education Planning,; Business Management; Personal Wealth; Life Planning; Investment Products; Investment Tools; Marketing

Biography

Eric Lathrop is the Senior Wealth Advisor for Insight Private Advisors. He brings a wealth of experience and knowledge to his role as a financial advisor. His background in product management and finance enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning. Eric works to help clients develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning. His previous work history includes working with Morgan Stanley as a Financial Advisor. In this role he provided financial planning, investment management and brokerage services for individuals and companies to protect and grow their investable assets through Morgan Stanley Smith Barney, a global financial services firm and a market leader in securities, asset management and credit services. Eric also worked for18 years with AT&T as Group Director of VoIP Product Management. He developed and launched AT&T's award-winning consumer VoIP offering. AT&T Inc. is a premier communications holding company with a powerful array of network resources that includes the nation’s fastest 3G network, wireless, Wi-Fi, mobile broadband, high speed internet and voice services.

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Sole Proprietor/Writer/Editor/Contributing Feature Writer
A. Communication Service/Sceneazine Magazine
Writing and Editing
N. Augusta, South Carolina
President
The Blasket Group
Management Consulting
Chadds Ford, PA
Senior Specialist, Evaluation & Impact
The Global Fund
Health, Wellness and Fitness
Long Island City, New York
Corporate Compliance and Privacy Officer
Dimensions Healthcare System
Public Policy
Hyattsville, MD
Founder and CEO
KaliTlacica
Management Consulting
Temp, AZ
President and CEO
Compliance Matters LLC
Financial Services
New York,
Vice President of Client Partnerships
Beacon Health Options
Financial Services
Danbury, CT
Founder and President
Robowatch, LLC
Think Tanks
Joliet, IL
Aircraft Production Controller
L-3 COMMUNICATIONS
Military
Plumas Lake, CA
Professor
Instituto Superior Técnico
Semiconductors
Alcabideleche, CA
General Counsel
Resolution Portfolio Management & Oversight, LLC
Real Estate
Deerfield Beach, FL
President
Lake-Sumter State College
Higher Education
Lessburg,
SVP and Chief Product Officer
SilkRoad Technology, Inc.
Engineering
Half Moon Bay, CA
President and Chief Learning Officer
Institute for the Prevention of In-Custody Deaths
Professional Training & Coaching
Henderson, NV
Of Counsel
Lombino Martino Law Firm
Law Practice
Tacoma,
CFO
United Real Estate Holdings
Financial Services
Kansas City, MO
Consultant Gender mainstreaming and Rural empowerment
CODERSA
Renewables & Environment
Guatemala City, MO
Entertainer
Broadway Century Productions, LLC
Entertainment
Lauderdale by the Sea, MO
Senior Litigation Partner at the Firm
Lerners LLP
Law Practice
London Ontario, Ontario
Professor Emeritus
University Hasselt Belgium
Education Management
Hoepertingen, VLI
Physician
Sacred Heart Hospital, Internal Medicine Residency Program
Medical Practice
Hoepertingen, FL
Managing Consultant
Meant Projects
Management Consulting
Staffordshire, FL
Chairman
Oldbridge Invest LLC
Investment Management
Aub Dhabi,
Engineering Director
Edica Ltda.
Construction
San Jose,
Chairman & CEO
O'Shaughnessy Asset Management LLC
Financial Services
Stamford, CT
Partner
Sager Legal Advisors LLP
Law Practice
Vancouver, CT
Writer
Self
Writing and Editing
Montibello, NY
Physical Security Project Manager
King County
Security and Investigations
South Eats Everett, WA
Director
Mayfield CA Ltd
Architecture & Planning
Chesterfield, WA
Chief Information Officer
Bolder Healthcare Solutions
Information Technology and Services
Alpharetta, Georgia
Executive Director
Idaho Lions Sight and Hearing foundation Inc.
Non-Profit Organization Management
Boise,
Deputy Principal
Epping Boys High School
Education Management
East Gosford, NSW,
President
KHovnanian Southern California
Real Estate
East Gosford, NSW, CA
Reasearch Associate
University of Maryland
Research
College Park, Maryland
Internal Auditor
SuKarne
Food Production
Mexico City, Maryland
Managing Partner
Providica Medical LLC
Medical Devices
Round Rock, Texas
Managing Partner
Providica Medical LLC
Law Practice
Round Rock, Texas
Managing Partner
Providica Medical LLC
Information Technology and Services
Philidephia, PA
Managing Partner
Providica Medical LLC
Information Technology and Services
North Adams, MA
CHRO (Chief Human Resources Officer)
Cinepolis
Entertainment
Cd. Satelite, MEX
General Studies Instructor / MA and HIT programs
YTI Career Institute
Higher Education
York Haven, PA
Agency Director
Liberty National Life Insurance Company
Insurance
Denver, CO
Professor of Education - Retired; Real Estate Investor
Richland College of the Dallas County Community College District; Self-Emplyed
Higher Education
Sachse,
Vice President and Chief Integration Officer
Baker Hughes Inc.
Houston,
Attending Neurologist and Senior Clinical Neurophysiologist
Free Universitty Medical Center (VUmc), Amsterdam, The Netherlands
Medical Practice
Amsterdam,
Volunteer
Family Violence Appellate Project
Law Practice
Amsterdam,
Service and Support Country Manager
Agilent Technologies Brasil Ltda
Electrical/Electronic Manufacturing
Saul Paulo,
President
Groupe conseil Stratégis
Consulting
Montreal, Quebec
General Counsel
Avasant, LLC
Consulting
Los Angeles, CA
Senior Associate Athletic Director
San Jose State University
Education Management
Aptos,
Senior Adviser, International Affairs
US DOJ-ATF
Government Administration
Washington, DC
Production Division Director
US GOV
Facilities Services
FPO AE, DC
Principal
Woodley Farra Manion Portfolio Management
Investment Management
Indianapolis, Indiana
Partner
Cavanaugh, Biggs & Lemon P.A.
Law Practice
Topeka, Kansas
President
Caribbean Development Bank
Banking
Wildey, St. Michaels, Kansas
Chief Executive Officer
Arkansas Sheriff's Youth Ranches
Non-Profit Organization Management
Statesville, Arkansas
Clinical Solutions Representative
Intuitive Healthcare Solutions
Medical Devices
Ft Worth, TX
Retired Warden
Federal Bureau of Prisons
Government Administration
Franklinton, NC
President and Founder
Tingley Systems, Inc.
Information Technology and Services
San Antonio, FL
Reader in Restorative Dentistry
University of Bristol
Higher Education
Eidenburgh, FL
Director of the Faculty of Actuarial Sciences
Anahuac University
Higher Education
Huixquirlucam, FL
Professor of Chaplain Ministries
Columbia International University
Religious Institutions
Blythewood,
CIO
Seal Industries
Oil & Energy
Ennis, TX
President
ESC Pacific, Inc
Accounting
Honolulu, Hawaii
Chair, Fine Arts Department
School of Visual Arts
Fine Art
NYC, NY
Attorney
Storer & Miner, PLLC
Law Practice
Middletown, Idaho
Operations Development Director EMEA
Bacardi
Wine and Spirits
Cruzmanca, Idaho
Consulting Engineer
Cosgrove Computer Systems Inc.
Computer Software
Playa del Rey, California
GP Dentist
Ambulatory Healthcare Services- UAE
Health, Wellness and Fitness
Abu Dhabi, California
Vice President - Solutions Sales
Wells Fargo & Co. Bank
Banking
Dallas, Texas
President
Bellwether Design LLC
Design
Tulsa, AZ
President
SUNY Broome Community College
Higher Education
Binghamton, NY
Foreign Service Officer
USAID
Government Administration
Washington, DC
Executive Director LAC
Lighting
Professional Training & Coaching
Buneas Aires, DC
Managing Member
Perkins, Smith & Associates
Hospital & Health Care
Louisville, Kentucky
President
Southeastern Bible College
Education
Birmingham, Alabama
Executive Director
In Step Seniors
Non-Profit
Washington DC, WA
President and Medical Director
Advanced TMS & Biobehavioral Centers
Medical Practice
Orange, CT
Lawyer
Findlay Law Offices
Law Practice
Hamilton, Ontario, CT
Controller
Mallah Furman & Company PA
Accounting
Miami, FL
Marketing Director
Metro S.A.
Retail
Athens,
Director of Advisory Services
PricewaterhouseCoopers
Information Technology and Services
Athens,
Chairman
Ima design
Architecture & Planning
Newport Beach, CA
General Counsel, Secretary
Telgian Corporation
Legal Services
Mesa, AZ
Company Director
Fetchapet
Translation and Localization
Colchester, AZ
Director, Retail Accounting
Ahold USA Retail
Financial Services
Harrisburg, PA
Founder
Chicago Compass Counseling, LLC
Consulting
Chicago, Illinois
Managing Principal
Palisades Capital Realty Advisors
Real Estate
Pacific Palisades, California
Founder / CEO
Insights Without Borders LLC
Management Consulting
Katy, Texas
Writer / Producer / Director / Editor
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Marketing and Advertising
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Vice-President, Finance & Controller
Enirgi Group Corporation
Mining & Metals
Ajax, Ontario, Maryland
Environmental Specialist
Ministry of Municipality and Urban Planning
Environmental Services
Qatar, Maryland
Executive Vice President, Operations
WD SEMI LLC
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Chair, Information Technology and Cybersecurity
Marymount University
Education Management
Arlington,
Partner
Recomservice HVAC and BAS Maintenance Services
Mechanical or Industrial Engineering
Washington, DC
Attorney
Law Office of Kevin L. Mosley
Law Practice
Little Neck, NY
Attending Radiation Oncologist
City of Hope (COH)
Medical Practice
Monrovia, CA
Vice President, Workforce Analytics
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Financial Services
New York, NY
Founder and CEO
Constantine's Enterprise
Education
Gainesville, VI
Managing Partner
PPO Standards LLC.
Consulting
Plymouth, Minnesota
Attorney at Law
Law Offices of Gerald T. Richards
Legal Services
Hercules, Minnesota
Owner/Consultant
Farm, Forest, and Fiddlehead Consulting
Environmental Services
DeRuyter, NY
President
Templeton & Company, LLP
Accounting
West Palm Beach, FL
CEO
Guerra Family Office
Information Technology and Services
Huixquilucan, FL
CEO
Krause Investment Advisory Group, LLC
Investment Management
Abington, PA
Regional Director
WoodmenLife
Financial Services
Omaha, Nebraska
Corporate Project Director, Large Projects
ABB
Engineering
Sugar Land, TX
General Superintendent
Chicago Bridge and Iron
Construction
Dayton, TX
Owner
The Ferris Law Firm
Law Practice
Denver, Colorado
Owner/Principle
McGrath Media Productions
Law Practice
San Antonio, TX
Commissioner
Advisory Neighborhood Commission
Government Relations
Washington, DC
Principal
Belvedere British School - Abu Dhabi
Education Management
Mussfah Bin Zayed City, DC
Executive director
Extend-A-Family Waterloo Region
Non-Profit
Kitchener Ontario, DC
Group Legal Director and Company Secretary
Taylor Wimpey plc
Consumer Services
Kitchener Ontario, DC
Consultant
Istiklal Hosital
Medical Practice
Jordan, DC
Managing Partner
ConnorsO'Dell LLP
Medical Practice
Exton, PA
CEO
High Tek Computer Solutions S.A,
Technology
Mexico City, DIF
Founder/CEO
Affordable Furniture Mfg. Co.
Furniture
Tupelo,
Partner / CMO
EY / Ernst & Young
Accounting
New York, New York
cfo
benlee
Renewables & Environment
Romulus, MI
Head of Training and Research Modular Service Coordination
National Medical Center "20 de Noviembre", Mexico
Medical Practice
Mexcio City, MI
Attorney
Touby, Chait & Sicking, PL
Legal Services
Cloral Gables, FL
Director
XTid Associates ltd
Architecture & Planning
London,
CEO
Total Choice Tech Solutions
Information Technology and Services
Houston, Texas
Principal Hydrogeologist - President
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Mining & Metals
Ventura, CA
Client Engagement Manager
Amitech Solutions
Information Technology and Services
St. Louis, MO
Chairman and CEO
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Information Technology and Services
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Chairman & CEO
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Shareholder
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Law Practice
Apopka, Florida
Managing Director
The Elizabeth Taylor AIDS Foundation
Non-Profit Organization Management
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Owner, Inventor, Co-creator
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Health, Wellness and Fitness
Port Saint Lucie, FL
President
LIbertas, LLC
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Cincinnati, OH
Principal
Avison Young
Real Estate
Vancouver, OH
Chief Executive Officer
Onepath Systems, LLC
Information Technology and Services
Atlanta, GA
Vice President of Marketing and Communications
Maguire Associates
Westford,
Branch Lead
Intelligent Software Solutions
Colorado Springs, CO
CEO
Vet Fed Resources, Inc/ Martin Blank Assoc. LLC
Information Technology and Services
Alexandria, VA
President
Thermistors Unlimited
Information Technology and Services
St. Mary's, PA
Director of Business Development
Technology Industry Professonal Services LLC
Information Technology and Services
Lexington, SC
Director of Business Development
Technology Industry Professonal Services LLC
Financial Services
Flemington, NJ
Director of Business Development
Technology Industry Professonal Services LLC
Telecommunications
Morgan Hill, CA
writer and retired teacher
N/A
Publishing
Jenkintown, PA
Managing Director
Thompson Dunn Ltd.
Management Consulting
Highgate, London, PA
Owner
Bruce D. Nagel Architect
Architecture & Planning
East Quogue, NY
Attorney
Anderson Law Firm
Legal Services
St. Charles, MO
VP of Business Operations
Comfort Star HVAC
Staffing and Recruiting
St. Charles, MO
Executive Vice President
Millennium EMS Solutions Ltd
Environmental Services
Edmonton Alberta, MO
Senior Vice President / General Manager
Gigantic color
Marketing and Advertising
Dallas, Texas
President
GAL Power Systems
Machinery
Toronto, Ontario
Vice President
Service Software
Information Technology and Services
Denver,
President
To Catch the Light of Peace Let Freedom Ring, Inc.
Fine Art
New York, NY
Chief Operating Officer
TranSigma
Management Consulting
Shelton, CT
Senior Advisor
Sykehuspartner HF
Stabekk,
General overseer
Global Humanitarian Surround Care and Mobile Telemedicine Initiative
Philanthropy
Rochester, NY
Senior Vice President/Retail Market Executive
First Citizens Bank & Trust Company
Banking
Greenville, NC
Regional Director; Citrus & Hernando Counties
HPH Hospice & Home Care, Inc.
Banking
Greenville, NC
Principal
Inside Source
Furniture
San Leandro, California
Instructor in Pathology (former); Psychologist (current)
Dept. of Pathology, Harvard Medical School
Mental Health Care
Cape Coral, FL
Regional Vice President
Advisors Capital Management
Financial Services
Fairfield, Connecticut
Assistant Headmaster/Director of Athletics
Piedmont Academy
Education Management
Monticello, GA
Director
Juniper Networks
Telecommunications
Denver, CO
Criminal & Traffic Defense Trial Lawyer
Ticket Law Center, A Criminal Defense Law Firm
Legal Services
Miami, Florida
Asst. Director of Pharmacy for Clinical Services
Chambersburg Hospital
Hospital & Health Care
Chambersburg, Pennsylvania
Vice President Human Resources
Park Place Dealerships
Automotive
Dallas, Texas
Owner
Mutual Tool & Design Co
Machinery
Highland, MI
President
TRACIP
Machinery
Messein, MI
Concert Pianist and Conductor
Kenn Gartner Concerts Inc.
Music
San Rafael, CA
CDO
Hanson Design
Marketing and Advertising
Philly, PA
General Manager
Gaman Consulting
Management Consulting
La Molina, PA
Chairman of Surgery
Maimonides Medical Center
Medical Practice
Brooklyn, NY
VP, Application Manager
TD Bank
Banking
Wells,
Gynecologic Sonologist
North Shore LIJ Health System
Hospital & Health Care
Great Neck, NY
Retired Foreign Language Teacher
Fairfield Senior High School
Education
Hamilton, OH
Chairman
Refoudning a Bold America
Biotechnology
Hamilton, CA
General Manager
LSS Professionals
Management
Edificio Río Oeste, Cali,
Dean, Retired
Bowman Gray School of Medicine, Wake Forest University
Education Management
Duxbury, MA
Partner; Managing Director
Krane Fund Advisors, LLC
Financial Services
Irvine, California
Director- Principal
Ami Foundation
Education Management
Kirkkonummi,
Security Design Specialist
Austin Water Utility
Utilities
Kyle,
Adjunct professor
Ana G. Mendez University
Education Management
Mount Airy, MD
Accountant
MZ SERVICES
Accounting
Pasadena, California
Managing Director
Hogg Fachübersetzungen
Translation and Localization
Osnabrueck,
Chief Operations Officer
Standard Life plc
Human Resources
Scotland,
Conductor, Composer, Arranger, Producer, Pianist
Banda Sonora
Music
Cepo,
Owner President
Redwings SA de CV
Aviation & Aerospace
Arcola, TX
Founder/President
K-24 Continuum Academic Partners, LLC
Education Management
Port St. Lucie, Florida
Pharmaceutical Partner Executive
Baxter International
Military
Grayslake, IL
CEO
IMMERGE
Marketing and Advertising
Greenwood Village, Colorado
Vice President, Global Quality
Coloplast A/S
Medical Devices
Humlebaek, Colorado
Consultant
Steven A. Horn Consulting
Management Consulting
Nanaimo, Brtish Colombia,
Real Estate Broker/Partner
Chin MacQuoid Fleming Harris / Berkshire Hathaway Home Services
Management Consulting
Park City, UT
Senior Vice President/Partner
Aon
Human Resources
Wickatunk, NJ
Executive Director of Process Technology
Fluor Corporation
LaPorte, Texas
Pastor
Grace Connection Church and Administrator for the International Association of Grace Ministries IAGM
Religious Institutions
Seminole, FL
Managing Director CFO
Physik Instrumente (PI) GmbH & Co. KG
Nanotechnology
Karlsruhe, FL
Chief Operating Officer
The Windquest Group
Investment Management
Grand Rapids, MI
SIM Lab Instructor
TTUHSC
Hospital & Health Care
El Paso, Texas
Director
Khansaheb Civil Engineering
Construction
Dubai, Texas
General Counsel
Westlands Water District
Government Administration
Carmichael, CA
Print Media Director
KZSW Advertising
Marketing and Advertising
Flushing, New York
Clinical Professor of Psychiatry
Co-Director Reiner Center of Behavioural Medicine
Mental Health Care
NYC, NY
Business Owner / Coach
Quest Swimming, Inc., SwimMetro Management, Inc., SwimMetro Construction, Inc., SwimQuest Ventures,
Midlothian, Virginia
Chief Information Officer
Stanford Children's Health
Hospital & Health Care
Redwood City, CA
Executive Vice President
Symbionce LLC
Accounting
Cleavland, Tennessee
Senior Partner
Constangy Brooks Smith & Prophete
Law Practice
Leewood, KS
CMO & SVP Niche Media
Chicago Tribune Media Group
Publishing
Chicago, IL
Managing Director
Fulcrum Capital LLC.
Financial Services
Whitehouse, IL
Principal and DIrector of International Operations
Wiss, Janney, Elsner Associates, Inc.
Civil Engineering
Whitehouse, IL
Professor
Tecnológico de Monterrey
Research
San Pedro, IL
Partner
Ropes & Gray LLP
Law Practice
Boston, Massachusetts
Medical Director
Capital Primary Care Inc
Hospital & Health Care
Gettysburg, MD
General Manager
ACTenviro
Environmental Services
Sunnyvale, California
Founder and CEO
Arizona Myeloma Network, AzMN
Non-Profit Organization Management
Glendale, AZ
CEO
Azimuth Energy
Oil, Gas, Energy
Houston, TX
Managing Partner
ALC
Marketing and Advertising
Grapevine, TX
VP FEderal Business Development/CISO
Healthcare IT
Information Technology and Services
West Munster, MD
FILM AND TELEVISION PROFESSIONAL
77 SUNSET BEACH SERVICES
Entertainment
Port Coquitlam, BC
CEO and Practice Manager
Northeastern Anesthesia
Medical Practice
Kisco, NY
Senior Vice President
The Camden Group
Hospital & Health Care
Pasadena, CA
Managing member
Gymer Images LLC
Photography
Gordon, Nebraska
Owner
Duncan Hartley Fine Art Photography
Photography
Kendall Park, New Jersey
Chief Financial Officer
radius financial group inc.
Real Estate
Boston, MA
Professor
Lund University
Packaging and Containers
Molnicke, MA
Managing Director, Owner & Founder
SKDUK Asociates Ltd
Defense & Space
Eastrop Highworth,
SVP and Chief Medical Officer
Nebraska Medicine
Omaha, Nebraska
Managing Partner/Shareholder
Sacks Tierney P.A.
Omaha, Nebraska
Global Business Services Partner and U.S. Banking lead
IBM
Financial Services
Dallas, TX
VP & General Counsel
Project Management Institute
Non-Profit Organization Management
Swarthmore , Pennsylvania
Vice President of Finance
Retail Inkjet Solutions, Inc.
Electrical/Electronic Manufacturing
Santee, CA
Vice President, Quality, Research & Measurement
URAC
1220 L Street, NW, Suite 400, District of Columbia
CEO
Smoothie King Franchise, Inc
Food & Beverages
Metairie, LA
Managing Director
Golden Coast FZE
Retail
Sylvania, OH
President
Tomoe Engineering USA, Inc.
Machinery
Liberty, TX
CEO
High Tech Innovations, LLC
Information Technology and Services
Milburn, NJ
CRIMINAL LAW COUNSELOR
NOVUM Abogados & Consultores
Law Practice
Managua, NJ
Professor Emeritus (Pharmaceutics)
Creighton University
Pharmaceuticals
Santa Fe, New Mexico
Founder
Thai Taco
Leisure, Travel & Tourism
Ventura, CA
EVP, Chief Credit Officer
Bluestem Group Inc.
Leisure, Travel & Tourism
Chaska, MN
President
Garden Solar LLC
Renewables & Environment
Ashburn, VA
OPERATIONS MANAGER
CNS INTERNATIONAL
Renewables & Environment
Ashburn, VA
President & Chief Technologist
White IEQ Consulting
Midland,
Managing Partner
Diemer, Whitman & Cardosi
Law Practice
San Jose, CA
Psychotherapist, Coach, Intercultural Trainer, Global Management Consultant
2 companies: Mazak Global Management; Innercall: Personal and Transpersonal Development
Management Consulting
Norwalk, California
Managing Deputy Regional Director of Southern Africa
CARE International
International Affairs
Atlanta,
Professor of Molecular Neurobiology
King's College London
Accounting
London,
Mediator
Stout Mediation Services
Legal Services
Palo Alto, CA
Regional Director
AIA Group
Insurance
Singapore, CA
VP Cloud Business Unit
MicroStrategy
Information Technology and Services
Purcellville, VA
Associate Director for Environmental Microbiology (retired)
Centers for Disease Control and Prevention (CDC)
Government Administration
Chamblee, GA
CEO / Founder
easy associates, Inc.
Government Administration
Baltimore, MD
Executive Director
EDCTP
Research
The Hague,