Eric Gregory Email & Phone Number

Bedford, New Hampshire, United States

- Create new processes for analyzing client's open enrollment and P&C Insurance plans- Use CRM and Custodian daily for various tasks, including monitoring weekly trades for each advisor- Compose presentations and deliverables for prospects ahead of meetings- Update our model portfolio's performance to benchmark monthly with Y-Charts and Morningstar- Create Excel template for calculation and analysis of clients' employee stock plans- Passed Series 65 Exam October 2024

Boston, Massachusetts, United States

Burlington, Massachusetts, United States

- Fulfill retail tasks in a high-end clothing store, including POS and inventory management- Provide outstanding customer service, scoring 100% on multiple secret shopper tests- Handle over $1,000 in sales every day, including cash and credit transactions- Use SAP Analytics to track and project sales each day

Manchester, New Hampshire, United States

- Used online ticketing system and took calls in the box office- Worked with Production team to broadcast the game, operating both the on-field and press box cameras- Worked with Promotions team to carry out on-field and between innings events during games- Helped with inventory, organization, and point-of-sales system in Merchandise- Worked in Guest Services during games helping fans with their needs- Rolled Tarp- Familiarized me with day-to-day operations of a… Show more - Used online ticketing system and took calls in the box office- Worked with Production team to broadcast the game, operating both the on-field and press box cameras- Worked with Promotions team to carry out on-field and between innings events during games- Helped with inventory, organization, and point-of-sales system in Merchandise- Worked in Guest Services during games helping fans with their needs- Rolled Tarp- Familiarized me with day-to-day operations of a sports team and how all the different departments work together to grow the Fisher Cats brand Show less

Bedford, New Hampshire, United States

- Acquired sense of professionalism from working in an AAA Four-Diamond Certified Restaurant- Served at corporate events of over 30 people, working with weddings, work events, and more- Executed monetary transactions daily with an excess of $1000 in sales each shift- Trusted server with extensive knowledge about food and drink menus

- worked at weddings and other outings of 100+ people- provide excellent service to attendees of all walks of life- fast-paced environment required quick thinking and problem-solving

Bachelor'S Degree, Finance, General, Junior

Activities and Societies: President's List, Analyst in Bentley Sustainable Investment Group (Healthcare sector), intramural sports GPA: 3.92

Education record

Activities and Societies: Soccer Team - 4 Years NH Scholar 2020-2022 Math Honor Society 2020-2022 Spanish Honor Society 2021-2022