Eric Arave Email & Phone Number

Los Angeles, California, United States

Help successfully manage a book of 51 high-net-worth financial advisors with total platform AUM of $3B. Provide total wealth management solutions to advisors and their end-clients (succession planning, estate services, portfolio construction). Stand as the “quarterback” of my territory, helping all members of the ensemble team and fostering an efficient system of operation.Drive engagement of new prospects by planning and executing road events.Assist in the onboarding training of new advisors, giving technology deep-dives and providing constant support to them and back office staff. Effectively communicating our story to new/existing advisors, always providing updated material on strategies and products to better serve their end clients.

Los Angeles, California, United States

Direct support to territory consultants, providing streamlined service to all requests and inquiries. Recruited to a subdivision team within the coordinators, entrusted with the highest-level priority and difficulty cases. Coordinate with Sales & National Consultants on a medley of requests to drive demand for wealth management technology solutions. Mastery of our technology such as Morningstar, Portfolio Engine, eWealth Manager, with the ability to train and provide insight to each’s function.

Los Angeles

• Oversee and manage crews ranging between 4-8 people.• Calculate cost and bids for customers, ensuring proper funds will be targeted for the project and desired needs will be met.• Facilitate quality customer communication and ensuring a satisfactory result. • Oversee projects in high-income areas such as North Ranch, Beverly Park, and Brentwood. • Meet and communicate with supply chain on specifics and prices. • Overseen the completion of 70+ projects in my time with the company.

Culver City, California, United States

• Understand the processes of targeting and creating effective marketing campaigns in real-time.• Maintain and explore current and new marketing channels for growth. • Assist with analyzing and understanding data under supervision of Marketing Manager.• Work with Marketing team and synergize, participating in effective group communication.

Communication Studies, Interpersonal And Cultural Communication

Associate'S Degree, Communications Studies