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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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Professor
Lund University
Packaging and Containers
Molnicke,
Executive director
Extend-A-Family Waterloo Region
Non-Profit
Kitchener Ontario,
Chief Operating Officer
TranSigma
Management Consulting
Shelton, CT
Clinical Professor of Psychiatry
Co-Director Reiner Center of Behavioural Medicine
Mental Health Care
NYC, NY
Chief Operations Officer
Standard Life plc
Human Resources
Scotland, NY
Owner/Consultant
Farm, Forest, and Fiddlehead Consulting
Environmental Services
DeRuyter, NY
VP of Business Operations
Comfort Star HVAC
Staffing and Recruiting
DeRuyter, NY
Chief Information Officer
Stanford Children's Health
Hospital & Health Care
Redwood City, CA
Vice President of Client Partnerships
Beacon Health Options
Financial Services
Danbury, CT
Professor Emeritus
University Hasselt Belgium
Education Management
Hoepertingen, VLI
Marketing Director
Metro S.A.
Retail
Athens,
General Counsel
Westlands Water District
Government Administration
Carmichael, CA
Executive Vice President
Millennium EMS Solutions Ltd
Environmental Services
Edmonton Alberta, CA
Managing Director
Fulcrum Capital LLC.
Financial Services
Whitehouse, CA
Pastor
Grace Connection Church and Administrator for the International Association of Grace Ministries IAGM
Religious Institutions
Seminole, FL
Managing Partner
PPO Standards LLC.
Consulting
Plymouth, Minnesota
Reader in Restorative Dentistry
University of Bristol
Higher Education
Eidenburgh, Minnesota
CEO
Smoothie King Franchise, Inc
Food & Beverages
Metairie, LA
Chair, Information Technology and Cybersecurity
Marymount University
Education Management
Arlington,
Partner
Ropes & Gray LLP
Law Practice
Boston, Massachusetts
Retired Foreign Language Teacher
Fairfield Senior High School
Education
Hamilton, OH
Managing Director
Golden Coast FZE
Retail
Sylvania, OH
CEO
Guerra Family Office
Information Technology and Services
Huixquilucan, OH
CRIMINAL LAW COUNSELOR
NOVUM Abogados & Consultores
Law Practice
Managua, OH
Of Counsel
Lombino Martino Law Firm
Law Practice
Tacoma,
Chairman & CEO
O'Shaughnessy Asset Management LLC
Financial Services
Stamford, CT
Executive Director
In Step Seniors
Non-Profit
Washington DC, WA
Founder
Chicago Compass Counseling, LLC
Consulting
Chicago, Illinois
Vice-President, Finance & Controller
Enirgi Group Corporation
Mining & Metals
Ajax, Ontario, Illinois
Managing member
Gymer Images LLC
Photography
Gordon, Nebraska
CEO
Azimuth Energy
Oil, Gas, Energy
Houston, TX
Business Owner / Coach
Quest Swimming, Inc., SwimMetro Management, Inc., SwimMetro Construction, Inc., SwimQuest Ventures,
Midlothian, Virginia
Principal and DIrector of International Operations
Wiss, Janney, Elsner Associates, Inc.
Civil Engineering
Midlothian, Virginia
Writer / Producer / Director / Editor
LoftonFilms
Marketing and Advertising
Laurel, Maryland
President & Chief Technologist
White IEQ Consulting
Midland,
Senior Advisor
Sykehuspartner HF
Stabekk,
Chief Executive Officer
Onepath Systems, LLC
Information Technology and Services
Atlanta, GA
Principal Hydrogeologist - President
Water Resources Associates, Inc.
Mining & Metals
Ventura, CA
Dean, Retired
Bowman Gray School of Medicine, Wake Forest University
Education Management
Duxbury, MA
General Manager
Gaman Consulting
Management Consulting
La Molina, MA
President
Lake-Sumter State College
Higher Education
Lessburg,
Senior Associate Athletic Director
San Jose State University
Education Management
Aptos,
CEO
Total Choice Tech Solutions
Information Technology and Services
Houston, Texas
Principal
Woodley Farra Manion Portfolio Management
Investment Management
Indianapolis, Indiana
Agency Director
Liberty National Life Insurance Company
Insurance
Denver, CO
Director of the Faculty of Actuarial Sciences
Anahuac University
Higher Education
Huixquirlucam, CO
President
Thermistors Unlimited
Higher Education
St. Mary's, PA
SVP and Chief Medical Officer
Nebraska Medicine
Omaha, Nebraska
CEO
Antenna Magic LLC
Telecommunications
Morgan Hill, CA
Senior Partner
Ursel Phillips Fellows Hopkinson LLP
Law Practice
Morgan Hill, CA
Lawyer
Findlay Law Offices
Law Practice
Hamilton, Ontario, CA
VP & General Counsel
Project Management Institute
Non-Profit Organization Management
Swarthmore , Pennsylvania
Consultant Gender mainstreaming and Rural empowerment
CODERSA
Renewables & Environment
Guatemala City, Pennsylvania
Retired Warden
Federal Bureau of Prisons
Government Administration
Franklinton, NC
President
To Catch the Light of Peace Let Freedom Ring, Inc.
Fine Art
New York, NY
Client Engagement Manager
Amitech Solutions
Information Technology and Services
St. Louis, MO
Head of Training and Research Modular Service Coordination
National Medical Center "20 de Noviembre", Mexico
Medical Practice
Mexcio City, MO
VP, Application Manager
TD Bank
Banking
Wells,
General Counsel
Resolution Portfolio Management & Oversight, LLC
Real Estate
Deerfield Beach, FL
CPA and Accounting Instructor
Paulette A. Remillard CPA, MBA
Real Estate
North Adams, MA
General overseer
Global Humanitarian Surround Care and Mobile Telemedicine Initiative
Philanthropy
Rochester, NY
President
Bellwether Design LLC
Design
Tulsa, AZ
Chairman
Refoudning a Bold America
Biotechnology
Tulsa, CA
Program/Project Manager
Technology Industry Professional Services LLC
Biotechnology
Lexington, SC
Professor
Instituto Superior Técnico
Semiconductors
Alcabideleche, SC
CIO
Seal Industries
Oil & Energy
Ennis, TX
Senior Vice President
The Camden Group
Hospital & Health Care
Pasadena, CA
Writer
Self
Writing and Editing
Montibello, NY
Managing Partner/Shareholder
Sacks Tierney P.A.
Writing and Editing
Montibello, NY
Managing Partner
Providica Medical LLC
Medical Devices
Round Rock, Texas
Consultant
Steven A. Horn Consulting
Management Consulting
Nanaimo, Brtish Colombia,
Attending Neurologist and Senior Clinical Neurophysiologist
Free Universitty Medical Center (VUmc), Amsterdam, The Netherlands
Medical Practice
Amsterdam,
Senior Adviser, International Affairs
US DOJ-ATF
Government Administration
Washington, DC
Senior Vice President/Retail Market Executive
First Citizens Bank & Trust Company
Banking
Greenville, NC
President
Southeastern Bible College
Education
Birmingham, Alabama
Senior Litigation Partner at the Firm
Lerners LLP
Law Practice
London Ontario, Ontario
General Counsel
Avasant, LLC
Law Practice
Los Angeles, CA
President and Chief Learning Officer
Institute for the Prevention of In-Custody Deaths
Professional Training & Coaching
Henderson, NV
Corporate Compliance and Privacy Officer
Dimensions Healthcare System
Public Policy
Hyattsville, MD
Mediator
Stout Mediation Services
Legal Services
Palo Alto, CA
Executive Vice President
Symbionce LLC
Accounting
Cleavland, Tennessee
Adjunct professor
Ana G. Mendez University
Education Management
Mount Airy, MD
Chair, Fine Arts Department
School of Visual Arts
Fine Art
NYC, NY
cfo
benlee
Renewables & Environment
Romulus, MI
Entertainer
Broadway Century Productions, LLC
Entertainment
Lauderdale by the Sea, MI
Attorney
Law Office of Kevin L. Mosley
Law Practice
Little Neck, NY
President and Founder
Tingley Systems, Inc.
Information Technology and Services
San Antonio, FL
Founder
Thai Taco
Leisure, Travel & Tourism
Ventura, CA
Founder and CEO
Arizona Myeloma Network, AzMN
Non-Profit Organization Management
Glendale, AZ
Physician
Sacred Heart Hospital, Internal Medicine Residency Program
Medical Practice
Glendale, FL
Global Business Services Partner and U.S. Banking lead
IBM
Financial Services
Dallas, TX
Chief Information Officer
Bolder Healthcare Solutions
Information Technology and Services
Alpharetta, Georgia
Executive Director
EDCTP
Research
The Hague,
Commissioner
Advisory Neighborhood Commission
Government Relations
Washington, DC
Vice President, Quality, Research & Measurement
URAC
1220 L Street, NW, Suite 400, District of Columbia
President
Templeton & Company, LLP
Accounting
West Palm Beach, FL
EVP, Chief Credit Officer
Bluestem Group Inc.
Accounting
Chaska, MN
Director of Advisory Services
PricewaterhouseCoopers
Information Technology and Services
Chaska, MN
Partner
Sager Legal Advisors LLP
Law Practice
Vancouver, MN
Founder and CEO
Constantine's Enterprise
Education
Gainesville, VI
Chairman of Surgery
Maimonides Medical Center
Medical Practice
Brooklyn, NY
Controller
Mallah Furman & Company PA
Accounting
Miami, FL
President and CEO
Compliance Matters LLC
Financial Services
New York,
Managing Partner
ConnorsO'Dell LLP
Financial Services
Exton, PA
General Studies Instructor / MA and HIT programs
YTI Career Institute
Higher Education
York Haven, PA
Shareholder
Meier, Bonner, Muszynski, O'Dell & Harvey, P.A.
Law Practice
Apopka, Florida
Regional Director
WoodmenLife
Financial Services
Omaha, Nebraska
Senior Vice President / General Manager
Gigantic color
Marketing and Advertising
Dallas, Texas
Partner
Recomservice HVAC and BAS Maintenance Services
Mechanical or Industrial Engineering
Washington, DC
Chief Financial Officer
radius financial group inc.
Real Estate
Boston, MA
Managing Partner
ALC
Marketing and Advertising
Grapevine, TX
Vice President and Chief Integration Officer
Baker Hughes Inc.
Houston,
Owner President
Redwings SA de CV
Aviation & Aerospace
Arcola, TX
Service and Support Country Manager
Agilent Technologies Brasil Ltda
Electrical/Electronic Manufacturing
Saul Paulo, TX
Attending Radiation Oncologist
City of Hope (COH)
Medical Practice
Monrovia, CA
Branch Lead
Intelligent Software Solutions
Medical Practice
Colorado Springs, CO
Consulting Engineer
Cosgrove Computer Systems Inc.
Computer Software
Playa del Rey, California
CMO & SVP Niche Media
Chicago Tribune Media Group
Publishing
Chicago, IL
Executive Vice President, Operations
WD SEMI LLC
Business Supplies and Equipment
Durango, CO
Executive Director
Idaho Lions Sight and Hearing foundation Inc.
Non-Profit Organization Management
Boise,
President
LIbertas, LLC
Public Relations and Communications
Cincinnati, OH
Owner/Principle
McGrath Media Productions
Public Relations and Communications
San Antonio, TX
President and Medical Director
Advanced TMS & Biobehavioral Centers
Medical Practice
Orange, CT
Psychotherapist, Coach, Intercultural Trainer, Global Management Consultant
2 companies: Mazak Global Management; Innercall: Personal and Transpersonal Development
Management Consulting
Norwalk, California
Regional Director; Citrus & Hernando Counties
HPH Hospice & Home Care, Inc.
Management Consulting
Norwalk, California
Vice President of Finance
Retail Inkjet Solutions, Inc.
Electrical/Electronic Manufacturing
Santee, CA
Attorney
Anderson Law Firm
Legal Services
St. Charles, MO
Professor
Tecnológico de Monterrey
Research
San Pedro, MO
Principal
Avison Young
Real Estate
Vancouver, MO
Internal Auditor
SuKarne
Food Production
Mexico City, MO
Managing Member
Perkins, Smith & Associates
Hospital & Health Care
Louisville, Kentucky
Founder / CEO
Insights Without Borders LLC
Management Consulting
Katy, Texas
Director- Principal
Ami Foundation
Education Management
Kirkkonummi,
Senior Vice President/Partner
Aon
Human Resources
Wickatunk, NJ
Sole Proprietor/Writer/Editor/Contributing Feature Writer
A. Communication Service/Sceneazine Magazine
Writing and Editing
N. Augusta, South Carolina
CEO
High Tech Innovations, LLC
Information Technology and Services
Milburn, NJ
CDO
Hanson Design
Marketing and Advertising
Philly, PA
Principal
Inside Source
Furniture
San Leandro, California
Chief Executive Officer
Arkansas Sheriff's Youth Ranches
Non-Profit Organization Management
Statesville, Arkansas
Asst. Director of Pharmacy for Clinical Services
Chambersburg Hospital
Hospital & Health Care
Chambersburg, Pennsylvania
Vice President - Solutions Sales
Wells Fargo & Co. Bank
Banking
Dallas, Texas
CEO
High Tek Computer Solutions S.A,
Technology
Mexico City, DIF
Principal
Belvedere British School - Abu Dhabi
Education Management
Mussfah Bin Zayed City, DIF
President
GAL Power Systems
Machinery
Toronto, Ontario
Managing Director
Thompson Dunn Ltd.
Management Consulting
Highgate, London, Ontario
Owner
Duncan Hartley Fine Art Photography
Photography
Kendall Park, New Jersey
VP FEderal Business Development/CISO
Healthcare IT
Information Technology and Services
West Munster, MD
VP Cloud Business Unit
MicroStrategy
Information Technology and Services
Purcellville, VA
Consultant
Istiklal Hosital
Medical Practice
Jordan, VA
Gynecologic Sonologist
North Shore LIJ Health System
Hospital & Health Care
Great Neck, NY
Owner
Bruce D. Nagel Architect
Architecture & Planning
East Quogue, NY
Attorney
Storer & Miner, PLLC
Law Practice
Middletown, Idaho
Professor Emeritus (Pharmaceutics)
Creighton University
Pharmaceuticals
Santa Fe, New Mexico
Company Director
Fetchapet
Translation and Localization
Colchester, New Mexico
Director
Mayfield CA Ltd
Architecture & Planning
Chesterfield, New Mexico
Conductor, Composer, Arranger, Producer, Pianist
Banda Sonora
Music
Cepo, New Mexico
Concert Pianist and Conductor
Kenn Gartner Concerts Inc.
Music
San Rafael, CA
Director
Juniper Networks
Telecommunications
Denver, CO
Vice President, Workforce Analytics
Credit Suisse
Financial Services
New York, NY
Founder/President
K-24 Continuum Academic Partners, LLC
Education Management
Port St. Lucie, Florida
Senior Partner
Constangy Brooks Smith & Prophete
Law Practice
Leewood, KS
CFO
United Real Estate Holdings
Financial Services
Kansas City, MO
Chairman
Ima design
Architecture & Planning
Newport Beach, CA
SVP and Chief Product Officer
SilkRoad Technology, Inc.
Engineering
Half Moon Bay, CA
Owner
Mutual Tool & Design Co
Machinery
Highland, MI
Foreign Service Officer
USAID
Government Administration
Washington, DC
Group Legal Director and Company Secretary
Taylor Wimpey plc
Consumer Services
Washington, DC
Founder/CEO
Affordable Furniture Mfg. Co.
Furniture
Tupelo,
Attorney
Touby, Chait & Sicking, PL
Legal Services
Cloral Gables, FL
President
Caribbean Development Bank
Banking
Wildey, St. Michaels, FL
Partner / CMO
EY / Ernst & Young
Accounting
New York, New York
Security Design Specialist
Austin Water Utility
Utilities
Kyle,
Managing Principal
Palisades Capital Realty Advisors
Real Estate
Pacific Palisades, California
Print Media Director
KZSW Advertising
Marketing and Advertising
Flushing, New York
Vice President, Global Quality
Coloplast A/S
Medical Devices
Humlebaek, New York
writer and retired teacher
N/A
Publishing
Jenkintown, PA
Chief Operating Officer
The Windquest Group
Investment Management
Grand Rapids, MI
CEO
Krause Investment Advisory Group, LLC
Investment Management
Abington, PA
Associate Director for Environmental Microbiology (retired)
Centers for Disease Control and Prevention (CDC)
Government Administration
Chamblee, GA
President
Garden Solar LLC
Renewables & Environment
Ashburn, VA
Engineering Director
Edica Ltda.
Construction
San Jose,
Director
XTid Associates ltd
Architecture & Planning
London,
Managing Consultant
Meant Projects
Management Consulting
Staffordshire,
Vice President Human Resources
Park Place Dealerships
Automotive
Dallas, Texas
Criminal & Traffic Defense Trial Lawyer
Ticket Law Center, A Criminal Defense Law Firm
Legal Services
Miami, Florida
General Manager
LSS Professionals
Management
Edificio Río Oeste, Cali,
President
KHovnanian Southern California
Real Estate
Edificio Río Oeste, Cali, CA
Production Division Director
US GOV
Facilities Services
FPO AE, CA
Executive Director of Process Technology
Fluor Corporation
LaPorte, Texas
OPERATIONS MANAGER
CNS INTERNATIONAL
LaPorte, Texas
Medical Director
Capital Primary Care Inc
Hospital & Health Care
Gettysburg, MD
Vice President
Service Software
Information Technology and Services
Denver,
Environmental Specialist
Ministry of Municipality and Urban Planning
Environmental Services
Qatar,
Volunteer
Family Violence Appellate Project
Law Practice
Qatar,
Professor of Education - Retired; Real Estate Investor
Richland College of the Dallas County Community College District; Self-Emplyed
Higher Education
Sachse,
Group CEO
Al Nahdha Investment Group
Investment Management
Aub Dhabi,
Group CEO
Al Nahdha Investment Group
Education Management
Monticello, GA
CHRO (Chief Human Resources Officer)
Cinepolis
Entertainment
Cd. Satelite, MEX
Founder and CEO
KaliTlacica
Management Consulting
Temp, AZ
General Manager
ACTenviro
Environmental Services
Sunnyvale, California
Aircraft Production Controller
L-3 COMMUNICATIONS
Military
Plumas Lake, CA
CEO / Founder
easy associates, Inc.
Military
Baltimore, MD
Managing Deputy Regional Director of Southern Africa
CARE International
International Affairs
Atlanta,
General Superintendent
Chicago Bridge and Iron
Construction
Dayton, TX
Director, Retail Accounting
Ahold USA Retail
Financial Services
Harrisburg, PA
Clinical Solutions Representative
Intuitive Healthcare Solutions
Medical Devices
Ft Worth, TX
Regional Director
AIA Group
Insurance
Singapore, TX
Attorney at Law
Law Offices of Gerald T. Richards
Legal Services
Hercules, TX
President
The Blasket Group
Management Consulting
Chadds Ford, PA
Executive Director LAC
Lighting
Professional Training & Coaching
Buneas Aires, PA
Owner, Inventor, Co-creator
Quantum Sound Therapy
Health, Wellness and Fitness
Port Saint Lucie, FL
Vice President of Marketing and Communications
Maguire Associates
Westford,
CEO and Practice Manager
Northeastern Anesthesia
Medical Practice
Kisco, NY
FILM AND TELEVISION PROFESSIONAL
77 SUNSET BEACH SERVICES
Entertainment
Port Coquitlam, BC
Physical Security Project Manager
King County
Security and Investigations
South Eats Everett, WA
Managing Director
Hogg Fachübersetzungen
Translation and Localization
Osnabrueck,
Accountant
MZ SERVICES
Accounting
Pasadena, California
Senior Wealth Advisor
Insight Private Advisors
Financial Services
Flemington, NJ
Regional Vice President
Advisors Capital Management
Financial Services
Fairfield, Connecticut
Reasearch Associate
University of Maryland
Research
College Park, Maryland
SIM Lab Instructor
TTUHSC
Hospital & Health Care
El Paso, Texas
President
Tomoe Engineering USA, Inc.
Machinery
Liberty, TX
Owner
DAO Technologies LLC
Information Technology and Services
Philidephia, PA
Corporate Project Director, Large Projects
ABB
Engineering
Sugar Land, TX
Partner
Cavanaugh, Biggs & Lemon P.A.
Law Practice
Topeka, Kansas
Senior Specialist, Evaluation & Impact
The Global Fund
Health, Wellness and Fitness
Long Island City, New York
President
TRACIP
Health, Wellness and Fitness
Messein, New York
Operations Development Director EMEA
Bacardi
Wine and Spirits
Cruzmanca, New York
Managing Director CFO
Physik Instrumente (PI) GmbH & Co. KG
Nanotechnology
Karlsruhe, New York
Professor of Molecular Neurobiology
King's College London
Accounting
London,
Managing Director
The Elizabeth Taylor AIDS Foundation
Non-Profit Organization Management
Santa Monica, CA
Managing Director, Owner & Founder
SKDUK Asociates Ltd
Defense & Space
Eastrop Highworth,
GP Dentist
Ambulatory Healthcare Services- UAE
Health, Wellness and Fitness
Abu Dhabi,
Real Estate Broker/Partner
Chin MacQuoid Fleming Harris / Berkshire Hathaway Home Services
Health, Wellness and Fitness
Park City, UT
Professor of Chaplain Ministries
Columbia International University
Religious Institutions
Blythewood,
Deputy Principal
Epping Boys High School
Education Management
East Gosford, NSW,
Pharmaceutical Partner Executive
Baxter International
Military
Grayslake, IL
President
Groupe conseil Stratégis
Consulting
Montreal, Quebec
Managing Partner
Diemer, Whitman & Cardosi
Law Practice
San Jose, CA
President
SUNY Broome Community College
Higher Education
Binghamton, NY
Director
Khansaheb Civil Engineering
Construction
Dubai, NY
General Counsel, Secretary
Telgian Corporation
Legal Services
Mesa, AZ
CEO
Vet Fed Resources, Inc/ Martin Blank Assoc. LLC
Information Technology and Services
Alexandria, VA
Chairman and CEO
Taylor Capital Group
Information Technology and Services
Northbrook, IL
CEO
IMMERGE
Marketing and Advertising
Greenwood Village, Colorado
Instructor in Pathology (former); Psychologist (current)
Dept. of Pathology, Harvard Medical School
Mental Health Care
Cape Coral, FL
Partner; Managing Director
Krane Fund Advisors, LLC
Financial Services
Irvine, California
Founder and President
Robowatch, LLC
Think Tanks
Joliet, IL
Chairman & CEO
6th Wave Innovations Corp
Plastics
Arnold, MD
Owner
The Ferris Law Firm
Law Practice
Denver, Colorado
President
ESC Pacific, Inc
Accounting
Honolulu, Hawaii