Eric Walker is a high-level expert, who works in Retirement Planners of America main office of which is in 11. as a Executive Vice President from 2018. Eric Walker has earned professional experience in more than 11 positions at various companies. Eric Walker went to the Washington University In St. Louis - Olin Business School and received education from 2009 to 2009. This person has such qualifications as Crpc and Nmls Licensed In Vermont, and Maine (#262965). Overland Park, Kansas is the city, where this expert was known to live. The professional's e-mail and phone are accessed through this website by request.
Name variants:
Erik Walker,
Erick Walker,
Rick Walker,
Ricky Walker
Last updated May 12, 2024
Contact Information
Last Update
Jul 14, 2022
Email
er**@tdameritrade.com, ew**@mutualfundstore.com
Location
Overland Park, KS
Company
Retirement Planners of America
Workplace
Executive Vice President
Work History
Executive Vice President
2820 Dallas Pkwy, Plano, TX 75093
from Feb 2018
Senior Vice President - Head of Centralized Advice, Sales and Service
1680 Capital One Dr, Mclean, VA 22102
Capital One Financial Corporation, incorporated in July 21, 1994, is a diversified banking company focused primarily on consumer and commercial lending and deposit origination. Its principal...
from Aug 2016
Center Manager
388 Greenwich St, New York, NY 10013
Managed a highly stressed $85 million Real Estate secured portfolio consisting of over 1,600 accounts. Responsible for profits and net credit losses as well as all center compliance controls...
Jul 2010 — Dec 2016
Divisional Vice President, Head of Centralized Sales
200 south 108Th Avenue Cir, Omaha, NE 68164
Organizational responsibility for centralized sales business units including National Branch, New Client Development, Fixed Income Guidance Group, and New Client Experience. Restructured the...
Apr 2007 — Aug 2012
Vice President
388 Greenwich St, New York, NY 10013
Responsible for building field organization to support wealth management segmentation strategy and deliver investment solutions for mass affluent client base. Determined field structure and...
Dec 2006 — Apr 2007
Branch Manager
388 Greenwich St, New York, NY 10013
Managed and grew an $18 million portfolio consisting of both fully secured real estate accounts, and secured/unsecured personal accounts. Excelled in sales of optional insurance product. Cro...
Jun 2000 — Jul 2010
Stock Room Manager
55 Thomas St, New York, NY 10013
Responsible for receiving and stocking of merchandise. Organization of back stock room with accountability for all product and store closing as a key holder.
Jul 1998 — Jun 2000
Vice President and Branch Manager
211 Main St, San Francisco, CA 94105
Branch Network, Mid-West and Mid-South Regions
Developed and implemented advice strategy as part of newly created management training team. Conducted analysis and review of multiple traini...
Jan 1990 — Nov 2006
Education
1985 — 1989
Occupations
Executive
Executive Vice President
Accountant
Finance and Accounting Specialist
Senior Vice President
Professor
School Principal
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
School Administrator
Educational Manager
Skills
Financial Services
Strategy
Investments
Wealth Management
Portfolio Management
Management
Crm
Leadership
Analysis
Sales Management
Business Planning
Mutual Funds
Series 7
Sales
Retirement Planning
Coaching
Financial Planning
Business Development
Investment Advisory
Series 63
Strategic Planning
Securities
New Business Development
Team Building
Marketing
Customer Service
Business Strategy
Strategic Financial Planning
Sales Process
Executive Management
Cross Functional Team Leadership
Retirement
Program Management
Selling
Training
Fixed Income
Consultative Selling
Recruiting
Marketing Strategy
Contact Management
Call Center
Uniform Combined State Law
Series 24
Hiring
Change Management
Mergers
Customer Relations
P&L Management
Income Statement
P&L
Call Centers
Performance Management
Loss Mitigation
Compliance Management