Eric Lussen Email & Phone Number
Senior Vice President - Business Development @ Fidelity Investments
5 free lookup(s).
Eric Lussen Location
- Chicago, IL, US
Eric Lussen Work
- 2017 - now Senior Vice President - Business Development @
- 2014 - 2017 Vice President - Retirement Director @
- 2011 - 2014 Vice President, Sales Manager @
- 2008 - 2011 Vice President, Sales Desk Manager @
- 2006 - 2008 VP and Account Executive - Defined Contribution Sales @
- 2004 - 2006 Account Executive - Defined Contribution Sales @
- 2002 - 2004 Senior Financial Analyst @
- 1998 - 2002 Financial Analyst @
Eric Lussen Education
- Northwestern University - Kellogg School of Management
MBA (Marketing & General Management)
2006 - 2009 - Questrom School of Business, Boston University
MS (Investment Management)
2000 - 2001 - Boston College
BS (Accounting, MIS)
1994 - 1998 - Loyola Academy
(High School/Secondary Diplomas and Certificates)
1990 - 1994
Eric Lussen Skills
- CRM Software
- New Leads
- Key Performance Indicators
- Business Planning
- Communication
- Capital Raising
- Roadshows
- Series 24
- Series 7
- Series 63
- Mutual Funds
- Investments
- 401k
- Uniform Combined State Law
- Series 6
- Series 65
- Asset Allocation
- Alternative Investments
- Retirement
- Retirement Planning
- Investment Advisory
- Securities
- Wealth Management
- Asset Managment
- FINRA
- Equities
- Strategic Financial Planning
Eric Lussen Summary
- Eric Lussen, based in Chicago, IL, US, is currently a Senior Vice President - Business Development at Fidelity Investments. Eric Lussen brings experience from previous roles at Fidelity Investments. Eric Lussen holds a 2006 - 2009 MBA in Marketing & General Management @ Northwestern University - Kellogg School of Management. With a robust skill set that includes CRM Software, New Leads, Key Performance Indicators, Business Planning, Communication and more. Eric Lussen has 3 emails and 1 mobile phone numbers on RocketReach.
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