Eric Email & Phone Number
Chief Wealth Services Officer @ Sachetta
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Eric Location
- Lynnfield, MA, US
Eric Work
- Chief Wealth Services Officer @ (September 2022 - Present)
- Associate Partner - Financial Advisor @ (December 2020 - Present)
- Financial Advisor @ (July 2016 - December 2020)
- Leadership Speaker, Author and Life Coach @ E TEAM INC. (January 2014 - December 2020)
- District Manager @ (April 2011 - January 2013)
Eric Education
- Bentley University
Bachelor's degree (Accounting and Finance)
2006-2010
Eric Skills
- Leadership
- PowerPoint
- Social Media
- Salesforce.com
- Selling Skills
- B2B
- Sales
- Motivational Speaking
- Negotiation
- Lead Generation
- Life Coaching
- Direct Sales
- Microsoft Office
- Entrepreneurship
- Marketing
- New Business Development
- Time Management
- Interviews
- Customer Service
- Social Media Marketing
- Small Business
- Management
- Business Coaching
- Inventory Management
- Marketing Strategy
Eric Summary
- Eric, based in Lynnfield, MA, US, is currently a Chief Wealth Services Officer at Sachetta. Eric brings experience from previous roles at Sachetta Callahan, Sachetta & Callahan, LLC, E TEAM INC. and Vector Marketing. Eric holds a 2006 - 2010 Bachelor's degree in Accounting and Finance @ Bentley University. With a robust skill set that includes Leadership, PowerPoint, Social Media, Salesforce.com, Selling Skills and more. Eric has 2 emails and 1 mobile phone numbers on RocketReach.
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