Eric Jardine in

Eric Jardine

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Director of Technology at Perigon Wealth Management, LLC
📍 San Francisco Bay Area, United States

Eric Jardine is the Director of Technology and a Financial Advisor at Perigon Wealth Management, where he specializes in using data analysis to inform growth decisions. A graduate of the University of Colorado Boulder, colleagues describe him as incredibly smart and hard-working, with incomparable integrity.

As an intellectually curious early adopter of technology, Eric is considered a domain expert on various software systems. He actively follows financial market trends and has taken courses in Python for Data Science to enhance his analytical capabilities, demonstrating a commitment to continuous learning.

Vendors often seek his input for product development ideas, underscoring his expertise in financial technology.

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Experience
25 Years
Current Role
Director of Technology
Job Level
Mid-senior
Location
San Francisco Bay Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Eric cares about

Financial Technology
He has implemented numerous reporting, planning, and CRM systems and is viewed by colleagues as a domain expert on various software platforms.
Data-Driven Strategy
Focuses on analyzing complex, unstructured data sets to uncover insights that inform strategic decisions and scale business operations.
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Career

Work history

5-2024
Director of Technology
Perigon Wealth Management, LLC
1-2018
Financial Advisor
Perigon Wealth Management, LLC
5-2016 - 1-2018
Senior Portfolio Manager, Wealth Advisor
Millie Capital Management
12-2010 - 10-2015
Managing Director
BakerAvenue Wealth Management
11-2004 - 12-2010
Portfolio Manager
BakerAvenue Wealth Management
In the press

Media appearances

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Education
8-1995 - 12-1999
BS
University of Colorado Boulder
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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