Eric Funk Email & Phone Number
Vice President, Managing Director @ Fidelity Investments
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Eric Funk Location
- Denver, CO, US
Eric Funk Work
- 2021 -now Vice President, Managing Director @
- 2012 -2021 VP, Retirement Director @
- 2010 -2012 RVP Retirement Specialist @
- 2007 -2009 Vice President Sales @
- 2006 -2007 Account Executive @
- 2005 -2006 Senior Inside Wholesaler @
- 2000 -2003 Financial Rep @
Eric Funk Education
- The University of Dallas
MBA / CFP (Finance)
2006-2009 - Roger Williams University
B.A. (International Business / Finance)
2001-2003 - Weber State University
A.S. (Technical Sales/Botany)
1996-1998 - University of Utah
(Architecture)
1996-1998 - Bonneville High School 1990-1993
Eric Funk Skills
- Retirement
- 401k
- Retirement Services
- Series 7
- Mutual Funds
- Series 63
- Employee Benefits
- Financial Advisory
- Retirement Planning
- Sales
- Wealth Management
- Finance
- Financial Services
- Investments
- Asset Allocation
- 401(k) Retirement Savings Plans
- Microsoft Office
- Portfolio Management
- Management
- Sales Management
- Strategic Planning
Eric Funk Summary
- Eric Funk, based in Denver, CO, US, is currently a Vice President, Managing Director at Fidelity Investments. Eric Funk brings experience from previous roles at Fidelity Investments. Eric Funk holds a 2006 - 2009 MBA / CFP in Finance @ The University of Dallas. With a robust skill set that includes Retirement, 401k, Retirement Services, Series 7, Mutual Funds and more. Eric Funk has 7 emails and 8 mobile phone numbers on RocketReach.
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