Eric Freeman Email & Phone Number

New York, New York, United States

- Supported 18 individual Financial Advisor teams within the Central NJ and Northern NJ Markets by providing capacity, scale, and expertise.- Developed customized, unique digital marketing strategies tailored to each team that directly led to $125M+ in Net Acquired Assets from clients & prospects.- Created 300+ Customized Email campaigns to optimize client engagement and streamline client communication.- Built and maintained Financial Advisor websites and social media accounts across LinkedIn, Facebook, and Twitter.- Leveraged firm resources and analysis software to devise reports and highlight relevant datapoints regarding asset consolidation, 401(k) strategies, tax-loss harvesting, and goals-based financial planning.- 3D My Practice Analytics Hub/Portfolio Risk Platform Committee: Selected as 1 of 5 subject matter experts tasked with creating and distributing monthly deliverables to the extended team relating to training and best practices.- Training & Assessments Committee: Collaborated with colleagues across 5 other committees to create detailed agendas and distribute QRCs for monthly training meetings.

New York, New York, United States

- Uploaded creative assets for review by clients and communicated necessary changes to the appropriate departments within HMI- Prepared quarterly deliverables addressing competitive landscape in the insurance industry for advertising spend across National TV, Audio, and Sports media- Developed weekly spreadsheets recapping audience deficiency units obtained throughout the week on client’s behalf based on impression count per demographic and cost-efficiency

New York, New York, United States

- Collaborated with interns across various departments to formulate a marketing plan for New York Life to target potential clients within Gen Z- Developed functions to research policy, agent, and payment information as well as transaction history and account status- Used Rumba to analyze and research various policy accounts in order to assist upper management in mitigating unbalanced or uncleared scenarios- Designed & compiled a new and improved dashboard for all trending data from ending monthly account balances- Devised monthly reconciliation & trending summary reports highlighting relevant analytical statistics to determine account standing

Ringwood, Nj

- Developed interpersonal, leadership and problem-solving skills by supervising daily activities for 20 boys age 7-8- Mentored young campers by demonstrating effective verbal communication and coaching skills

Bachelor Of Science - Bs | Cum Laude, Marketing & Finance

Activities and Societies: Green Wave Club Lacrosse, Tulane American Marketing Association, Phi Gamma Delta Fraternity, Finance Track.

Education record

Activities and Societies: National Honor Society, Spanish Honor Society, Brain Trust Committee, DECA, Key Club, Varsity Lacrosse