Erik Steven Pelletier

Current Employers

Employment History

• 03/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 08/2021 → 03/2023
  Giner Inc.
  Newton, MA
• 06/2018 → 08/2021
  Bmw Manufacturing
  Greenville, SC
• 09/2013 → 04/2018
  University Of Rhode Island
  Kingstone, RI
• 04/2023 → Present
  Bank Of America, N.A.
  Providence, RI

Other Businesses

I*: 2659275Entity Type: Business or Industry OrganizationName of OBA: CFA Society of ProvidenceAddress: Charlottesville, VA 22902Investment Related: NoPosition, Title, Association: Board member Employee Start Date: 08/01/2025Number of Hours: 5 hrs mthlyNumber of Hours during trading:2 hrs mthly Duties: Promote local chapter to new and upcoming charter holders and connect with local professionals, universities, professional communities and more.I*: 2805298Entity Type: GovernmentalName of OBA: Town of Westwood - Long Range Financial Planning CommitteeAddress: Westwood, MA 02090Investment Related: NoPosition, Title, Association: Committee member Employee Start Date: 9/15/2025Number of Hours: 5 hrs mthlyNumber of Hours during trading: 3 hrs mthlyDuties: Volunteer. Participate in monthly committee meetings. Duties will include engaging with committee members and other members of the community to discuss and explore ways to grow and introduce new potential commercial businesses into the town. Committee meetings will discuss businesses that are looking to move to the Westwood community, areas of land that are zoned for commercial real estate, and how the business will be able to financially afford making a transition into the community. Committee reviews terms of capital/debt servicing, financial policies of corporations that may interfere with town policies, and determine financial viability of building projects and how it may affect the community and the residents that live around those areas. I*2659275 Entity Type: N/A Name of OBA: CFA Society of Providence Address:Charlottsville Virginia Investment Related:No Position, Title, Association:Board Member Start Date:08/01/2025 No Hours: 5 Monthly No Hours during trading:2 Monthly Duties:Local chapter for CFA Charterholders with the intent to grow connections between other members in the state and provide educational sessions to other active members on a wide variety of themes in the investment community. Promote local chapter to new and upcoming charterholders and connect with local professionals, universities, professional communities and more.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-17