Eric Cott

Eric Cott Email and Phone Number

President @ Cott Consulting LLC
Boca Raton, FL, US
Eric Cott's Location
Boca Raton, Florida, United States, United States
Eric Cott's Contact Details

Eric Cott personal email

n/a

Eric Cott phone numbers

About Eric Cott

Over the last 3+ decades, Mr. Cott has supported, served as, and directed financial advisors through distinct roles. Previously worked at Financial Advisor Magazine and oversaw the 9th Annual Invest in Women conference West Palm Beach. Spent a decade at the Options Industry Council served as Director, Financial Advisor Education, Eric Cott endeavored to help advisors and their firms to use options more effectively. Mr. Cott was responsible for participating in panel discussions, presenting advisor-oriented educational seminars, and developing options curriculum and content for the OIC Advisor web site. Mr. Cott developed the options education advisor program in 2009 that had produced unique quantitative research as well as designed, chaired, and hosted over ten exclusive programs at the NYSE, CBOE, NASDAQ, and other venues. He was a Regional Vice President and Retirement Income Consultant at Sunlife Financial Distributors Inc. where he identified and cultivated new business, increasing assets and revenue share. Prior to that, Mr. Cott spent most of his investment career as a Producing Manager and Assistant Vice President at Merrill Lynch Pierce, Fenner & Smith, Inc. There he built and maintained a successful wealth management practice and was a Resident Director for a NE regional Private Client Branch office. Specialties: Podcast host, Influencer, Content Specialist, Event programming and Business Development expertise.

Eric Cott's Current Company Details
Cott Consulting LLC

Cott Consulting Llc

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President
Boca Raton, FL, US
Eric Cott Work Experience Details
  • Cott Consulting Llc
    President
    Cott Consulting Llc
    Boca Raton, Fl, Us
  • Ria Database
    Director Of Sales Marketing
    Ria Database Aug 2024 - Present
    Wayne, Pennsylvania, Us
    RIA Database provides comprehensive data, software, analytics and marketing services to the financial services industry. Our proprietary, web-based software allows you to sort, search, save and download targeted leads for your sales and marketing efforts. https://www.riachannel.com/
  • Financial Advisor Magazine
    Publisher-Conferences And Media
    Financial Advisor Magazine Oct 2023 - Jul 2024
    Shrewsbury, New Jersey, Us
    Financial Advisor Magazine-Empowering Financial Advisors and Industry Professionals to ExcelFocused primarily on growing conferences and UHNW business forums by engaging and interfacing with leading asset managers, investment firms and advisory practices and custodians on behalf of Financial Advisor and Private Wealth Magazines. Concentration with Broker Dealer, Registered Investment Advisory, Fintech, ETFs, Family Offices and Institutional firms as a target audience. eric.cott@fa-mag.com Web: www.fa-mag.com Tel: 732.559.4209
  • Cott Consulting Llc
    President
    Cott Consulting Llc May 2022 - Nov 2023
    Bridging the gap between the BuySide and SellSide. We provide a comprehensive consultation to help identify gaps and provide a roadmap to uncover opportunities. We target Independent Broker Dealers, RIAs, Financial Advisors, Credit Unions and Family Offices. We enable Mutual Funds, Hedge Funds, Asset Managers and ETF providers the benefit of getting direct access to top wealth advisory practices. Marketing to different segments of the advisory community requires a level of trust that we have built upon through a foundation of personal relationships
  • Tidal Financial Group
    Vice President Of Business Development
    Tidal Financial Group Mar 2023 - Jun 2023
    Nyc, Us
    Tidal Financial Group (Tidal) is a leading ETF investment and technology platform facilitating the creation, operation, and growth of ETFs. We enable and democratize the ability to launch, operate and grow ETFs for anyone in the investment community! The ETF platform offers a true “ONE STOP SHOP” fiduciary solution for asset managers! Tidalfinancialgroup.com 844.986.7700Tidal is a leading ETF investment and technology platform facilitating the creation, operation, and growth of ETFs.
  • Interactive Brokers
    Institutional Sales
    Interactive Brokers Nov 2020 - May 2022
    Greenwich, Connecticut, Us
    Global sales executive responsible for developing new institutional business by promoting and positioningInteractive Brokers financial services platform, products and custody offering to hedge funds, proprietary groups, RIA's, money managers, broker dealers in the US and abroad. Responsibilities include identifying new institutional prospects; build global relationships with key decision makers and C-Suite executives; identify strategic relationships and alliances within the industry; showcase our offering through in person meetings and conferences;demonstrate IBKR's DMA platform; assist with the onboarding client process and relationship management; and retain existing client base through frequent communications and in-person visitation.
  • The Options Industry Council
    Director Business Development , Marketing & Education
    The Options Industry Council 2009 - Oct 2020
    I lead the research, educational outreach and marketing to RIAs, FAs and the entire wealth advisor community regarding listed options through conference presentations, on site training at financial advisory firm offices as well as conducting research on the practical use of listed options by advisors.
  • Sunlife Financial
    Retirement Income Specialist
    Sunlife Financial 2008 - 2008
    External Wholesaler NE
  • Merrill Lynch
    Resident Director /Financial Advisor
    Merrill Lynch 1996 - 2008
    New York, Ny, Us
    Former Branch Manager and Financial Advisor in Fairfield County CT.
  • Hopper Soliday & Co., Inc.
    Institutional Salesman
    Hopper Soliday & Co., Inc. 1993 - 1996
    I was a salesman of fixed income securities with a concentration on BQ paper.
  • Simpson Thacher & Bartlett Llp
    Legal Assistant Litigation
    Simpson Thacher & Bartlett Llp 1990 - 1993
    New York, Ny, Us
    Worked as a corporate paralegal on cases involving Fortune 500 clients

Eric Cott Skills

Series 7 Wealth Management Investment Advisory Investments Series 63 Retirement Planning Mutual Funds Asset Allocation Securities Financial Advisory Alternative Investments Equities Public Speaking Presenter Derivatives Financial Markets Finance Finra Options Strategies Retirement Bloomberg Portfolio Management Asset Management Hedge Funds Business Development Options Fixed Income Investment Strategies Trading Etfs Bonds Investment Management Wealth Equity Trading Financial Services Wealth Management Services Strategic Financial Planning Fixed Annuities Estate Planning 401k Series 65 Capital Markets Financial Planners Iras Uniform Combined State Law Series 24 High Net Worth Individuals Separately Managed Accounts Hedging Personal Financial Planning

Eric Cott Education Details

  • University Of Wisconsin-Madison
    University Of Wisconsin-Madison
    History
  • Tulane University
    Tulane University
    Economics
  • Merrick/Bellmore
    Merrick/Bellmore

Frequently Asked Questions about Eric Cott

What company does Eric Cott work for?

Eric Cott works for Cott Consulting Llc

What is Eric Cott's role at the current company?

Eric Cott's current role is President.

What is Eric Cott's email address?

Eric Cott's email address is ec****@****occ.com

What is Eric Cott's direct phone number?

Eric Cott's direct phone number is +191748*****

What schools did Eric Cott attend?

Eric Cott attended University Of Wisconsin-Madison, Tulane University, Merrick/bellmore.

What are some of Eric Cott's interests?

Eric Cott has interest in Speaking Opportunities, Education, Training.

What skills is Eric Cott known for?

Eric Cott has skills like Series 7, Wealth Management, Investment Advisory, Investments, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Financial Advisory, Alternative Investments, Equities.

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