Eric Robertson Email & Phone Number
CEO and Treasury Officer @ Agents Alliance Services, Ltd.
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Eric Robertson Location
- Denton, TX, US
Eric Robertson Work
- CEO and Treasury Officer @ (February 2023 - Present)
- U.S. Operations Manager @ (April 2017 - March 2018)
- Senior Territory Manager @ (April 2015 - April 2017)
- COO and Carrier Relations @ (May 2020 - February 2023)
- National Director of Carrier Relations @ (May 2019 - February 2023)
- Southwest Director of Agency Development @ (February 2018 - January 2023)
- Senior Managing Associate and Registered Rep @ Financial Services (May 2011 - May 2015)
- Branch Manager @ (April 2010 - April 2011)
- Branch Sales Manager and AVP @ (October 2004 - August 2009)
Eric Robertson Education
- Wauseon High School 2000
- Arizona State University
Eric Robertson Skills
- Series 6
- Series 63
- Financial Services
- Life Insurance
- Insurance
- Investments
- Customer Service
- 401k Rollovers
- Fixed Annuities
- Management
- Recruiting
- Retirement
- Financial Planning
- Leadership
- Mutual Funds
- Retirement Planning
- Sales
- Wealth Accumulation
Eric Robertson Summary
- Eric Robertson, based in Denton, TX, US, is currently a CEO and Treasury Officer at Agents Alliance Services, Ltd.. Eric Robertson brings experience from previous roles at Square One Insurance Services, Progressive Insurance and Agents Alliance Services, Ltd.. Eric Robertson holds a Wauseon High School. With a robust skill set that includes Series 6, Series 63, Financial Services, Life Insurance, Insurance and more. Eric Robertson has 1 emails and 2 mobile phone numbers on RocketReach.
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