Carl Erickson Email & Phone Number

Denver, Co, Us

San Diego, California, United States

San Diego, California, United States

Santa Clara, California, United States

Virginia Beach, Virginia, United States

• Drove new and existing insurance processes, systems, and activities for the practice including insurance processing, assisting in case design, and post-meeting execution• Aggregated client financial accounts to the client website, processed new insurance business underwriting, and serviced all existing insurance accounts

Norfolk, Virginia Area

• Developed and implemented financial plans to provide clients with tools and support for achieving their goals • Generated new clients using a personal approach that built trust and emphasized personal service to the individual investor

Norfolk, Virginia Area

• Input and recorded the majority of individual tax returns for the firm• Assisted in filing S corporation, gift tax, estate, and trust returns

Okemos

• Prepared portfolio analysis for delivery• Prepared tax projections with excel• Prepared client returns using UltraTax software• Assisted the advisers with various tasks • Assisted in booking appointments for advisors• Prepared declaration page quote sheet for meetings• Marketed for property/casualty insurance service opportunities• Assisted advisors with client services• Coordinated business and meetings with advisors, tax team and estate planners• Marketed to companies for business opportunities

San Francisco Bay Area

2882 Sand Hill Road #200

I was given the opportunity to develop an industry-based portfolio as a special project for the Branch Manager of the Sand Hill Road division of Morgan Stanley. This portfolio, focusing on the energy sector, is a collection of firms that were chosen based on various screens and current economic trends. I presented the portfolio to a top ESG portfolio manager of Morgan Stanley as well as other financial advisers at the branch.

1500 N Shoreline Blvd, Mountain View, Ca 94043

• Responsible for a variety of theater activities including concessions, ticket sales, and overall theater cleanliness• Outperformed peers and acquired managerial duties quickly• An integral part of the team for the highest grossing Cinemark theater in the country

Fort Collins, Colorado Area

• Established a time based budget and managed crew to deliver on schedule• Supervised two painters and set daily goals based on the established time scope• Increased productivity through constructive criticism and positive reinforcement• Designed daily log forms to stay on budget and oversee progress• Successfully delivered over 5 separate projections with 5 star reviews• Performed community marketing and customer acquisition between painting assignments

Lansing, Michigan Area

• Redesigned trash/recycling and vacuuming routes within Spartan Stadium• Completed odd jobs such as replacing lights, spreading salt, dust mopping, etc. • Self-directed, working efficiently and creatively

Master Of Business Administration - Mba, Business Analytics

Bachelor’S Degree, Economics

Activities and Societies: Phi Kappa Psi MI Beta

Education record