Eric Email & Phone Number
Chief Wealth Services Officer @ Sachetta
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Eric Location
- Lynnfield, MA, US
Eric Work
- 2022 -now Chief Wealth Services Officer @
- 2020 -now Associate Partner - Financial Advisor @
- 2016 -2020 Financial Advisor @
- 2014 -2020 Leadership Speaker, Author and Life Coach @ E TEAM INC.
- 2011 -2013 District Manager @
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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Top Sachetta Employees
Alison Simons
Chief Growth Officer
Framingham, MA, US
Stephen Mst
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Nick Forgione
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Matthew Stead
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Eric
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Michael Callahan
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Janice McGarry
Operations Manager
Boston, MA, US
Gerard Ventolo
Managing Partner
Bradenton, FL, US
Emily Diezemann
Accountant
Peabody, MA, US
Brittany Gaudette
Staff Accountant
Peabody, MA, US
Kevin Sanchez Tejeda
Client Experience Associate
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Domenica Lurvey
Financial Advisor
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George Liakakis
Chief Financial Officer
Lowell, MA, US
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