Eric Sheldon Email & Phone Number
Wealth Management Advisor and Co-founder of JW Wealth Partners @ Northwestern Mutual
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Eric Sheldon Location
- Rochester, NY, US
Eric Sheldon Work
- Wealth Management Advisor and Co-founder of JW Wealth Partners @ (May 2016 - Present)
- Managing Director @ EDS Marketing, Inc. (March 2013 - May 2016)
- Regional Manager and Corporate Trainer @ EcoHorizon Energy, LLC (March 2013 - December 2013)
- Director of Compliance @ Independence Energy Group, LLC (April 2012 - February 2013)
- Director of Field Operations and Training @ 5LINX Enterprises, Inc. (August 2007 - April 2012)
- Director of Representative Services @ 5LINX Enterprises, Inc. (March 2003 - August 2007)
- Kitchen Manager @ (October 2000 - October 2002)
Eric Sheldon Education
- Darren Hardy Business Master Class
Master's (Breakthrough Sales & Marketing Strategies)
2021-2025 - SUNY Brockport
BA (Psychology and Communication)
1998-2009 - Holley High School
Diploma (Regents)
1994-1998
Eric Sheldon Skills
- Training
- Event Management
- Event Planning
- Management
- Financial Planning
- Risk Management
- Relationship Building
- Leadership
- Direct Sales
- Policy
- Team Building
- Private Investigations
- Analysis
- Sales
- Customer Service
- E-Learning
- Employee Training
- Call Centers
- Policy Writing
- Regulatory Affairs
- Legal Compliance
- Marketing
- Team Leadership
- Coaching
- Training & Development
- Cross-functional Team Leadership
- Leadership Development
- Social Media
- Investigations
- Compliance
- Business Development
- Insurance Planning
- New Business Development
- Research
- Microsoft Excel
- Strategic Planning
- Training and Development
- Cross Functional Team
- E Learning
- Cross Functional Team Leadership
- Financial Analysis
Eric Sheldon Summary
- Eric Sheldon, based in Rochester, NY, US, is currently a Wealth Management Advisor and Co-founder of JW Wealth Partners at Northwestern Mutual. Eric Sheldon brings experience from previous roles at EDS Marketing, Inc., EcoHorizon Energy, LLC, Independence Energy Group, LLC and 5LINX Enterprises, Inc.. Eric Sheldon holds a 2021 - 2025 Master's in Breakthrough Sales & Marketing Strategies @ Darren Hardy Business Master Class. With a robust skill set that includes Training, Event Management, Event Planning, Management, Financial Planning and more. Eric Sheldon has 2 emails and 2 mobile phone numbers on RocketReach.
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