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    Eric Schoenstein

    Managing Director at Jensen Investment Management

    Professional Background

    Eric Schoenstein has built a remarkable career in finance and accounting, driven by a strong educational foundation and extensive experience in the industry. As the Managing Director at Jensen Investment Management, Eric is at the forefront of strategic investment decisions, providing invaluable insights and guidance to his clients. His role involves overseeing investment portfolios and ensuring that they align with client objectives, showcasing his expertise in both investment management and financial analysis. Prior to his current position, Eric honed his skills as a Senior Audit Manager at Arthur Andersen & Co., where he gained significant experience in auditing practices and financial consulting. This role allowed him to develop a keen eye for detail and a thorough understanding of regulatory compliance, which are critical skills in the investment management field.

    Education and Achievements

    Eric Schoenstein’s academic journey began at Redmond High School, where he laid the groundwork for his future studies. He went on to Oregon State University, where he pursued a Bachelor of Science (BS) degree in Accounting and Business Management. His academic achievements during this time reflect his commitment to excellence and his passion for the business world. At Oregon State University, Eric not only acquired fundamental accounting principles but also learned to navigate complex business environments, preparing him for a successful career in finance.

    Throughout his career, Eric has been recognized for his dedication to maintaining high standards of professionalism and ethics. His experience at Arthur Andersen, a prestigious global accounting firm, further solidified his reputation as a knowledgeable leader in the financial sector. During his tenure there, Eric acquired a wealth of knowledge in financial auditing and gained hands-on experience with a variety of financial instruments and investment strategies.

    Achievements

    Under Eric’s leadership at Jensen Investment Management, the firm has seen significant growth in its client base and investment performance. His ability to analyze market trends and make data-driven decisions has been instrumental in achieving the firm’s goals. Eric's leadership style is characterized by collaboration and transparency, fostering an environment where team members can thrive and contribute to the firm's success.

    Eric has also been an advocate for financial literacy and has participated in various community initiatives aimed at educating individuals and families about financial planning and investment strategies, further demonstrating his commitment to giving back to the community. His contributions to the finance and investment sectors have not only advanced his career but have also positively impacted his clients and the wider community.

    tags':['accounting','business management','investment management','managing director','audit manager','financial analysis','financial literacy','Oregon State University'],

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    questions':['What inspired Eric Schoenstein to pursue a career in accounting and finance?','How did Eric Schoenstein transition from auditing at Arthur Andersen to investment management at Jensen Investment Management?','What key strategies does Eric Schoenstein employ to ensure success in managing investment portfolios?','How has Eric Schoenstein’s education at Oregon State University shaped his professional career?','What role does Eric Schoenstein believe financial literacy plays in community development?'] } assistant to=PublicPersonData Happy to help! ## PublicPersonData {

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    Eric Schoenstein
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    Location

    Lake Oswego, Oregon, United States