Fundraising Fox

Erika Balla

Investor

Investor at Manhattan West

United States

Writes $250K – $5M checks · typically $2.6M

Experience

  1. UBSDirector, Private Wealth Managementcurrent2023 — presentLos Angeles, California, United States
  2. Manhattan WestDirector Venture Capital Strategy & Operations2022 — 2023Los Angeles, California, United States
  3. UBS Private Wealth ManagementPrivate Wealth Relationship Manager2020 — 2022Los Angeles
  4. UBS Private Wealth ManagementSenior Wealth Strategy Associate2018 — 2020Los Angeles, California
  5. UBS Private Wealth ManagementRegistered Client Associate2013 — 2017Los Angeles, California
  6. Merrill Lynch Private Banking and Investment GroupRegistered Private Wealth Associate2009 — 2013Los Angeles, California

Education

  1. University of Washington2004 — 2008
  2. Università per Stranieri di SienaItalian Language and Literature2007

Skills & more

LeadershipInvestmentsMicrosoft OfficeWealth Management ServicesFinancial ServicesLong-term customer relationshipsMarket research

Languages English · Japanese

  • **Registered States** AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WYFINRA
  • FINRA Series 10FINRA
  • FINRA Series 9FINRA
  • UBS Financial Services Inc. Important Notices
  • FINRA Series 66 - Uniform Combined State LawFINRA
  • FINRA Series 7 - General Securities Representative ExaminationFINRA

From Erika's professional profile.

Colleagues at Manhattan West

Network2

Investors connected to Erika in public investor directories — a warm-intro map.

Frequently asked questions

Who is Erika Balla?
Investor at Manhattan West
Where does Erika Balla work?
Erika Balla is Investor at Manhattan West.
What check size does Erika Balla write?
Erika Balla typically writes checks of $250K – $5M.
Where did Erika Balla go to school?
Erika Balla studied at University of Washington; Università per Stranieri di Siena (Italian Language and Literature).

Same school

Shared employers