MADISON, WI – Dec 21, 2022 – First Business Bank is pleased to welcome Eric Flores, CPA, as Vice President – Portfolio Manager to our Private Wealth group.
Eric brings significant experience as a portfolio manager and investment advisor with areas of expertise in investment research, portfolio optimization, and fundamental and technical investment analysis. Eric also enjoys working directly with clients on Financial Planning, Retirement Planning, Tax Planning, and more. He is joining our Private Wealth team’s Investment Committee.
Eric’s previous experience includes working at an Registered Investment Advisor (RIA) firm helping to oversee research, trading, portfolio management, and wealth planning. He also worked for a regional CPA firm primarily in audit while gaining knowledge in analyzing financial statements, consulting, and taxes, and worked for a publicly traded bank underwriting commercial credits.
Eric is a licensed CPA and recently sat for the level II of the Chartered Financial Analyst exam. He earned a bachelor’s degree of Business Administration in Accounting from the University of Dubuque.
About First Business Bank
First Business Bank specializes in Business Banking, including Commercial Banking and Specialty Finance, Private Wealth, and Bank Consulting Services, and through its refined focus delivers unmatched expertise, accessibility, and responsiveness. Specialty Finance solutions are delivered through First Business Bank’s wholly owned subsidiary First Business Specialty Finance, LLC. First Business Bank is a wholly owned subsidiary of First Business Financial Services, Inc. (Nasdaq: FBIZ). For additional information, visit firstbusiness.bank.
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