Eric Banner Location
Plymouth, MA, US
Eric Banner Work
- 2023 - now Senior Vice President, National Sales @ UPTIQ
- 2021 - 2022 WorkPlace Investment Advisor @ Fidelity Investments
- 2018 - 2021 Founder, Strategic Business Consultant @ Banner Consulting Services
- 2017 - 2018 Director of Western Sales, Institutional Investments @ FTSE (JAPAN) LIMITED
- 2014 - 2015 Director of Sales And Business Development @ The Advisory Group of San Francisco, LLC
- 2011 - 2013 Director, Western Institutional Investment Sales @ J.P. Morgan
- 2008 - 2011 Vice President Sales and Client Management, Clearing, Custody, and Advisory @ BNY
- 2006 - 2007 Senior Business Development Officer RIA Wealth @ Charles Schwab
- 2004 - 2006 Vice President Institutional Investment Sales, DC and DB @ Wells Fargo
- 1995 - 2004 Vice President 401(k) Plan and Investment Sales @ Fidelity Investments
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
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 1 mobile phone numbers on RocketReach.
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