Eric Tesler Email & Phone Number
Senior Vice President, Sales @ Vision 4 Fund Distributors
5 free lookup(s).
Eric Tesler Location
- Fishers, IN, US
Eric Tesler Work
- 2023 -now Senior Vice President, Sales @
- 2021 -now National Sales Manager @
- 2019 -2021 External Sales Representative @
- 2022 -now Founder @ Fidelis Distributors
- 2020 -2022 Managing Director @
- 2014 -2021 Independent Wholesaler @ .
- 2017 -2019 Wealth Advisor @ First Merchants Private Wealth Advisors
- 2010 -2014 Regional Director @
- 2010 -2010 Regional Consultant and Contractor @ Tortoise Capital Advisors
- 2006 -2008 Sales Vice President @
- 2003 -2006 Vice President @
- 2000 -2002 Regional Consultant @
Eric Tesler Education
- University of Michigan
BBA (Marketing)
1993-1996 -
(Business Administration)
Eric Tesler Skills
- Relationship Building
- Separately Managed Accounts
- Mutual Funds
- Sales & Marketing
- 401(k) Retirement Savings Plans
- Asset Management
- Asset Allocation
- Wealth Management
- Investment Management
- Investments
- Alternative Investments
- Equities
- Securities
- Business Planning
- Sales
- Marketing
- Investment Strategies
- Financial Services
- Customer Relationship Management (CRM)
- Finance
- Investment Advisory
- Financial Advisory
- Retirement Planning
- Series 63
- Presentation Skills
- Public Speaking
- Communication
- Organization Skills
- Series 7
- Series 65
- CIMA
- Territory Management
- Regional Marketing
- Call Reporting
- Expense Reports
- Marketing Materials
- Client Education
- Closed-end Funds
- MLPs
- CRPC
- Wholesale
- Financial Institutions
- Sales Management
- Qualifying Prospects
Eric Tesler Summary
- Eric Tesler, based in Fishers, IN, US, is currently a Senior Vice President, Sales at Vision 4 Fund Distributors. Eric Tesler brings experience from previous roles at Sheets Smith Investment Management, LLC, Fidelis Distributors and Deer Isle Group, LLC. Eric Tesler holds a 1993 - 1996 BBA in Marketing @ University of Michigan. With a robust skill set that includes Relationship Building, Separately Managed Accounts, Mutual Funds, Sales & Marketing, 401(k) Retirement Savings Plans and more. Eric Tesler has 3 emails on RocketReach.
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Eric Tesler
Senior Vice President, Sales
Fishers, IN, US
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