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
- 2023 -now CEO and Treasury Officer @
- 2020 -2023 COO and Carrier Relations @
- 2019 -2023 National Director of Carrier Relations @
- 2018 -2023 Southwest Director of Agency Development @
- 2017 -2018 U.S. Operations Manager @
- 2015 -2017 Senior Territory Manager @
- 2011 -2015 Senior Managing Associate and Registered Rep @ Financial Services
- 2010 -2011 Branch Manager @
- 2004 -2009 Branch Sales Manager and AVP @
Eric Robertson Education
- Wauseon High School 2000
- Arizona State University
(Bachelor's degree)
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 Agents Alliance Services, Ltd. and Square One Insurance Services. 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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