Eric has worked in the financial services industry for over 25. He has extensive experience on the institutional side of the business, working for such firms as Wells Fargo, Morgan Stanley and AllianceBernstein. Eric has served in a variety of roles at these nationally recognized firms including, National Sales Director, Head of Training and Development and Managing Director. In these roles Eric has had the opportunity to work with spectrum of clients including large Fortune 500 companies, small business owners and high net worth families and individuals. Eric serves on the board of Zabra, and is a managing partner at WorldCam Analytics.
Eric has served as an industry speaker at numerous events including the Investment Company Institute, Yale, AIG, AXA and the Bank of Bogotá, Columbia. Eric has spoken on topics ranging from the Global Capital Markets to the latest trends in the distribution of retail financial products.
Eric lives in Charlotte with his wife and three sons. He is active in the community with the Charlotte Chamber of Commerce and Turning Point. Eric has coached youth Football, Lacrosse and Basketball and is on the board of a youth athletic league.