Vice President, Wealth Planner
Current
Mar 2016 - Present
AeroLeads people directory · profile
Eric Schraeder Email & Phone Number
Vice President, Wealth Planner
at
Fidelity Investments
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Wealth Planner
Location
Greater Sacramento, United States, United States
Company size
Who is Eric Schraeder? Overview
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Quick answer
Eric Schraeder is listed as Vice President, Wealth Planner at Fidelity Investments, a company with 83148 employees, based in Greater Sacramento, United States, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Eric Schraeder.
Eric Schraeder previously worked as Financial Advisor at Us Bancorp Investments, Inc. and Financial Advisor / Corporate Stock Benefits Consultant at Ubs Financial Services And Wells Fargo Advisors. Eric Schraeder holds Master Of Business Administration, Finance And Accounting from Regis University, School For Professional Studies.
Company email context
Email format at Fidelity Investments
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{first}.{last}@fidelity.com
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AeroLeads found 1 current-domain work email signal for Eric Schraeder. Compare company email patterns before reaching out.
Profile bio
About Eric Schraeder
This information is intended for use only by residents of California and Colorado.Series 7 Securities LicenseSeries 66 Securities LicenseCA Insurance License # OF86067*This information is intended for use by residents of CA
Listed skills include Financial Services and Investments.
Current workplace
Eric Schraeder's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
5 roles
Eric Schraeder work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Manage investment portfolios through the creation and implementation of customized financial plans based on a clients individual objectives. Focus on business owners and retirees.*For retirees, specializing in:- Retirement income planning- Protection of assets- Titling of assets- Gifting strategies- Estate planning and distribution at death*For business.
Mar 2011 - Mar 2016
Financial Advisor / Corporate Stock Benefits Consultant
Ubs Financial Services And Wells Fargo Advisors
Top 10% of class of 98 hires in both assets under management and revenue produced; Top tier performer
Jul 2007 - Mar 2011
Branch Manager
Enterprise Rent-A-Car (Commercial Truck Division)
Managed an office of six employees, 140 commercial trucks, and $2.5million in annual revenue. Responsible for the hiring, training, and promoting of employees. Accountable for managing leasing, billing, collecting, and marketing for over 250 commercial accounts. Responsible for creating leads and closing sales through physical face-to-face cold calling and.
Mar 2003 - Jun 2007
Professional Athletics
Multiple Organizations
Involved in contract negotiations with management. Worked with attorneys in sports-related legal matters. Marketed and promoted each club within the community. Organized and participated in fund raising. Opel Skyliners Basketball Club / Brandt Hagen Basketball Club Frankfurt / Hagen, GermanySodertalje Kings Basketball Club Sodertalje, SwedenLas Vegas.
May 1999 - Dec 2002
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 83148 employees →
SC
Stephanie Caron
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States, United States
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JM
Joe Mcgahren
Colleague at Fidelity InvestmentsKeller, Texas, United States, United States
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JD
Jacob Delfin
Colleague at Fidelity InvestmentsUnited States, United States
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JH
Jack Hollenbeck
Colleague at Fidelity InvestmentsGreater Boston, United States
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GO
Greg O'Hearn
Colleague at Fidelity InvestmentsFlower Mound, Texas, United States, United States
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SV
Shanmugam Varatharajan
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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CS
Conner Siekman
Colleague at Fidelity InvestmentsCincinnati, Ohio, United States, United States
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CW
Chase Wagner
Colleague at Fidelity InvestmentsGreater Boston, United States
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JO
Joanne O'Neil
Colleague at Fidelity InvestmentsDunbarton, New Hampshire, United States, United States
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NR
Nathaniel Roberts
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States, United States
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Stephanie Caron
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States, United States
View →
JM
Joe Mcgahren
Colleague at Fidelity InvestmentsKeller, Texas, United States, United States
View →
JD
Jacob Delfin
Colleague at Fidelity InvestmentsUnited States, United States
View →
JH
Jack Hollenbeck
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
GO
Greg O'Hearn
Colleague at Fidelity InvestmentsFlower Mound, Texas, United States, United States
View →
SV
Shanmugam Varatharajan
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
CS
Conner Siekman
Colleague at Fidelity InvestmentsCincinnati, Ohio, United States, United States
View →
CW
Chase Wagner
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
JO
Joanne O'Neil
Colleague at Fidelity InvestmentsDunbarton, New Hampshire, United States, United States
View →
NR
Nathaniel Roberts
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States, United States
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2 education records
Eric Schraeder education
Master Of Business Administration, Finance And Accounting
Regis University, School For Professional Studies
Bachelor Of Arts, Sports Management
Saint Mary*S College Of California
FAQ
Frequently asked questions about Eric Schraeder
Quick answers generated from the profile data available on this page.
What company does Eric Schraeder work for?
Eric Schraeder works for Fidelity Investments.
What is Eric Schraeder's role at Fidelity Investments?
Eric Schraeder is listed as Vice President, Wealth Planner at Fidelity Investments.
What is Eric Schraeder's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Eric Schraeder at Fidelity Investments.
Where is Eric Schraeder based?
Eric Schraeder is based in Greater Sacramento, United States, United States while working with Fidelity Investments.
What companies has Eric Schraeder worked for?
Eric Schraeder has worked for Fidelity Investments, Us Bancorp Investments, Inc., Ubs Financial Services And Wells Fargo Advisors, Enterprise Rent-A-Car (Commercial Truck Division), and Multiple Organizations.
Who are Eric Schraeder's colleagues at Fidelity Investments?
Eric Schraeder's colleagues at Fidelity Investments include Stephanie Caron, Joe Mcgahren, Jacob Delfin, Jack Hollenbeck, and Greg O'Hearn.
How can I contact Eric Schraeder?
You can use AeroLeads to view verified contact signals for Eric Schraeder at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Eric Schraeder attend?
Eric Schraeder holds Master Of Business Administration, Finance And Accounting from Regis University, School For Professional Studies.
What skills is Eric Schraeder known for?
Eric Schraeder is listed with skills including Financial Services and Investments.
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