Eric Cole Email & Phone Number

Boston, Massachusetts, United States

We believe that talent is distributed evenly, but opportunity is not. We provide young people of color with career coaching, interview preparation, and job opportunities at no cost. We empower our Scholars by breaking down the barriers to reaching their full potential and achieving their personal and professional goals.

New York City Metropolitan Area

We believe that in our country talent is distributed evenly, but opportunity is not. We help to solve that problem by providing historically underrepresented students with career coaching, interview preparation, and job opportunities. Enrich Scholars receive all those services at no cost. You have the potential, we remove the impediments to reaching it.

Boston, Massachusetts, United States

Fidelity Investments

As Regional Planning Consultant, I support investor center associates and customers thru coaching and developing associates to ensure they possess the skills needed to provide a world class experience to our clients and grow their books. Responsibilities include - •Support associate success through the execution of their individualized business and development plans. Provides support primarily to the Account Executive role in developing the plan and coaching to help execute the… Show more As Regional Planning Consultant, I support investor center associates and customers thru coaching and developing associates to ensure they possess the skills needed to provide a world class experience to our clients and grow their books. Responsibilities include - •Support associate success through the execution of their individualized business and development plans. Provides support primarily to the Account Executive role in developing the plan and coaching to help execute the plan. •Facilitate associate development through focused coaching support in the key foundational areas of communication skills, our guidance offering, product knowledge and practice management techniques. •Provide subject matter expertise to our customers as associates on a variety of financial planning topics including retirement income planning, investment strategies and product selection. •Strategic partner to the Branch Manager in driving overall branch performance through targeted associate skill development. •Maintains and fosters a “voice of the field” feedback channel for product and distribution groups to provide a link between the voice of the customer and key internal business partners Show less

Greater Boston Area

Baystate Financial Services, LLC is one of New England's oldest and largest financial firms. The organization provides a growing number of professional and business clients with a broad range of services and products specifically designed to help meet their financial needs.

Charlestown, Ma

Senior Regional Leadership position with diverse responsibilities encompassing sales, compliance, recruiting, strategic planning, and practice management. Directed the New England territory (400+ Independent Advisors, 3 Registered Principals; $100M annual revenue). Challenged to identify new market opportunities, generate revenue streams, and build a sustained market presence amidst severe economic downturn.

Calamos Investments is a diversified investment firm offering equity, fixed-income, convertible and alternative investment strategies, among others. With roots dating back to 1977, the firm serves institutions and individuals via separately managed accounts and a family of open-end and closed-end funds, providing a risk-managed approach to capital appreciation and income-producing strategies.High-level leadership position responsible for building new regional sales team and developing… Show more Calamos Investments is a diversified investment firm offering equity, fixed-income, convertible and alternative investment strategies, among others. With roots dating back to 1977, the firm serves institutions and individuals via separately managed accounts and a family of open-end and closed-end funds, providing a risk-managed approach to capital appreciation and income-producing strategies.High-level leadership position responsible for building new regional sales team and developing financial distribution channels to generate long-term revenue growth. Show less

Charitable e-commerce start-up that connects fundraisers, “cause-conscious” shoppers, and socially responsible business.Start up venture backed. As part of the senior management team reporting to the CEO, I was responsible for building all aspects of sales and marketing infrastructure including; Go to market strategy, market segmentation, sales productivity metrics, sales force size and structure, recruiting, hiring, training and motivating team, territory alignment and sales culture.… Show more Charitable e-commerce start-up that connects fundraisers, “cause-conscious” shoppers, and socially responsible business.Start up venture backed. As part of the senior management team reporting to the CEO, I was responsible for building all aspects of sales and marketing infrastructure including; Go to market strategy, market segmentation, sales productivity metrics, sales force size and structure, recruiting, hiring, training and motivating team, territory alignment and sales culture.. Increased per rep productivity from 1 per rep per week to 5 in 6 months. Show less

Boston, Ma / San Francisco, Ca / Portland, Me

Vice President, Corporate & Executive Services Group, Boston, MA (2002 to 2004)Senior Vice President, National Sales Manager, Fidelity Capital, Boston, MA (1999 to 2002)Vice President, Regional Area Manager, Northwest Region, San Francisco, CA (1997 to 1999)Regional Sales Director, Eastern Region, Investor Centers, Boston, MA (1995 to 1997)Vice President, Branch Manager, Portland & Braintree, ME / MA Investor Center (1989 to 1995)Sales Representative / Trainer, Boston, MA… Show more Vice President, Corporate & Executive Services Group, Boston, MA (2002 to 2004)Senior Vice President, National Sales Manager, Fidelity Capital, Boston, MA (1999 to 2002)Vice President, Regional Area Manager, Northwest Region, San Francisco, CA (1997 to 1999)Regional Sales Director, Eastern Region, Investor Centers, Boston, MA (1995 to 1997)Vice President, Branch Manager, Portland & Braintree, ME / MA Investor Center (1989 to 1995)Sales Representative / Trainer, Boston, MA (1986 to 1989)Highly successful 18-year tenure with Fidelity. Promoted throughout as series of increasingly responsible leadership positions during period of accelerated growth and expansion based on outstanding performance. As VP, Regional Area Manager, led 11 Branch Managers that managed 140 Financial Reps throughout the Northwest Region. Served as member of National Committee and held P&L responsibility. As SVP, National Sales Manager, selected to participate on newly formed Senior Executive Team to analyze and restructure/implement new product turnaround (Charitable Gift Fund). Final position in 2002 as Senior Institutional Sales Executive for Fidelity’s emerging Global Benefits Outsourcing business. Responsible for driving financial product business and cultivating relationships to Fidelity’s top 150 large plan 401k institutional clients and prospects; targeted C-level and HR executives. Selected accomplishments from 1997 to 2004 included: Show less

Selected accomplishments from 1997 to 2004 included:• Developed and cultivated numerous C-level relationships to generate long-term revenue growth; consistently exceeded revenue goals and business objectives. • Dramatically increased sales throughout the U.S. by developing strategic initiatives that successfully leveraged new sales channels by enabling Sales & Marketing to effectively communicate and improve operational performance. • Created new processes, redesigned… Show more Selected accomplishments from 1997 to 2004 included:• Developed and cultivated numerous C-level relationships to generate long-term revenue growth; consistently exceeded revenue goals and business objectives. • Dramatically increased sales throughout the U.S. by developing strategic initiatives that successfully leveraged new sales channels by enabling Sales & Marketing to effectively communicate and improve operational performance. • Created new processes, redesigned promotional activities, established performance metrics, and was instrumental in successfully restructuring the Sales organization within 3 months; efforts led to achieving the 2nd largest public charity in the United States.• Exceeded 1999 and 2000 sales target by more than 40% while concurrently maintaining operating margins. • Successfully led turnaround efforts in grossly underperforming region; achieved highest Regional ratings (including Operating Margin) within 2-years (had been last in every metric prior).• Trained, developed and mentored Branch Managers to penetrate new markets and deliver strong financial results. Show less

Master Of Arts In Organizational Psychology

Certified Internal Coach, Executive Education

Accelerating Salesforce Performance

Leadership Program

High Potential Leadership Program

Education record

Activities and Societies: Varsity Crew - Team Captain Asian Studies Minor

Education record

Education record