Eric Banner Email & Phone Number
Senior Vice President, National Sales @ UPTIQ
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Eric Banner Location
- Plymouth, MA, US
Eric Banner Work
- Senior Vice President, National Sales @ (January 2023 - Present)
- WorkPlace Investment Advisor @ (April 2021 - October 2022)
- Founder, Strategic Business Consultant @ Banner Consulting Services (August 2018 - April 2021)
- Director of Western Sales, Institutional Investments @ (April 2017 - August 2018)
- Director of Sales And Business Development @ (January 2014 - January 2015)
- Director, Western Institutional Investment Sales @ (January 2011 - January 2013)
- Vice President Sales and Client Management, Clearing, Custody, and Advisory @ (January 2008 - May 2011)
- Senior Business Development Officer RIA Wealth @ (December 2006 - December 2007)
- Vice President Institutional Investment Sales, DC and DB @ (November 2004 - September 2006)
- Vice President 401(k) Plan and Investment Sales @ (October 1995 - November 2004)
Eric Banner Education
- University of Massachusetts Amherst
- Boston University
Eric Banner Skills
- Direct Sales
- Solution Selling
- Sales Presentations
- Consulting
- Account Management
- Mutual Funds
- Investments
- Financial Services
- Equities
- Asset Allocation
- Investment Advisory
- Relationship Management
- Series 7
- Wealth Management
- Asset Management
- Securities
- Retirement
- Series 63
- 401k
- Finance
- Business Strategy
- Sales Management
- Sales
- Business Development
- Sales Prospecting
- Presentation Skills
- Financial Planning
- Financial Advisory
- Strategic Selling
- Cold Calling
- Investment Strategies
- SAN
- Strategy
- Solutions
- Leadership
- Advisory
- Research
Eric Banner Summary
- Eric Banner, based in Plymouth, MA, US, is currently a Senior Vice President, National Sales at UPTIQ. Eric Banner brings experience from previous roles at Fidelity Investments, Banner Consulting Services, FTSE Russell and The Advisory Group of San Francisco, LLC. Eric Banner holds a University of Massachusetts Amherst. With a robust skill set that includes Direct Sales, Solution Selling, Sales Presentations, Consulting, Account Management and more. Eric Banner has 2 emails and 2 mobile phone numbers on RocketReach.
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