Eric Funk's Location
Denver, CO, US
Eric Funk's Work
- Vice President, Managing Director @ Fidelity Investments
- VP, Retirement Director @ Fidelity Investments
- RVP Retirement Specialist @ Fidelity Investments
- Vice President Sales @ Fidelity Investments
- Account Executive @ Fidelity Investments
- Senior Inside Wholesaler @ Fidelity Investments
- Financial Rep @ Fidelity Investments
Eric Funk's Education
- Roger Williams University
B.A. (International Business / Finance)
2001 - 2003 - The University of Dallas
MBA / CFP (Finance)
2006 - 2009 - Weber State University
A.S. (Technical Sales/Botany)
1996 - 1998
- University of Utah
(Architecture)
1996 - 1998 - Bonneville High School1990 - 1993
Eric Funk's Skills
- Retirement Services
- Financial Advisory
- Series 63
- Microsoft Office
- Portfolio Management
- Management
- Investments
- Sales Management
- Finance
- Retirement
Eric Funk's Summary
Eric Funk, based in Denver, CO, US, is currently a Vice President, Managing Director at Fidelity Investments, bringing experience from previous roles at Fidelity Investments. Eric Funk holds a 2001 - 2003 B.A. in International Business / Finance @ Roger Williams University. With a robust skill set that includes Retirement Services, Financial Advisory, Series 63, Microsoft Office, Portfolio Management and more, Eric Funk contributes valuable insights to the industry. Eric Funk has 7 emails and 1 mobile phone number on RocketReach.
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