Eric D Wynne Email & Phone Number
@northwesternmutual.com
3 phones found area 708
LinkedIn matched
Who is Eric D Wynne? Overview
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Eric D Wynne is listed as Personal Financial Counselor at Magellan Federal, based in Zionsville, Indiana, United States. AeroLeads shows a work email signal at northwesternmutual.com, phone signal with area code 708, and a matched LinkedIn profile for Eric D Wynne.
Eric D Wynne previously worked as President & CEO at Movement = Money, Llc and Financial Advisor at Alight Solutions. Eric D Wynne holds Bachelor'S Degree, Business Administration And Management, General from Illinois State University.
Email format at Magellan Federal
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AeroLeads found 1 current-domain work email signal for Eric D Wynne. Compare company email patterns before reaching out.
About Eric D Wynne
As a financial resource I have a fiduciary responsibility to clients. It is my responsibility to understand and explain financial planning concepts and help utilize high quality financial products/services to help clients both identify and address their financial needs.I follow a disciplined and comprehensive needs-based approach to understanding the individual needs of of each individual I interact with. I believe in developing long-term relationships by creating personalized financial plans that help clients realize their financial goals.
Listed skills include Leadership, Sales, Customer Service, Marketing, and 46 others.
Eric D Wynne's current company
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Eric D Wynne work experience
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Role listed
Personal Financial Counselor
Working with Military Service, Members and Civilians that support Military personnel.
President & Ceo
Serve as an Investment Advisory Representative for accredited investors, managing and strengthening client relationships. I provide education and guidance to clients in developing comprehensive investment strategies, including investments in stocks, ETFs, and stock options through a master account. Clients are able to link their individual brokerage accounts to mirror the investments and performance of M = M’s portfolio.
Financial Advisor
Provided investment advice to federal employees and retirees, managing their 401(k) accounts and mutual fund investments within the Thrift Savings Plan. Assisted employees of Fortune 500 companies in making informed decisions regarding equities, ETFs, and mutual funds.
Financial Advisor
Delivered comprehensive financial and retirement planning services to families, established professionals, and small business owners. Conducted joint insurance and financial review appointments, both in-person and virtual, offering personalized financial counseling, including debt management, monthly budgeting, and expense tracking.
President And Ceo
Led efforts to create a global collaborative ecosystem, partnering with influential leaders and businesses to produce exclusive client experiences, products, and services.Established strategic partnerships, managed contracts, drove sales and marketing initiatives, and oversaw internal operations, strategic planning, technology, and public affairs.Career Highlights:Negotiated and closed contracts with two multi-billion-dollar global brands.Generated $534K in revenue from the first Exclusively@9 product within the first full year.Enhanced revenue and experiences for event organizers and golf courses through innovative solutions.
Agency - Area Sales Executive
Oversaw sales and business coaching for 36 independent agent offices with 132 sales representatives, driving significant growth in insurance and financial services sales. Recruited, hired, developed and trained the leadership team for the sales area.Developed hiring processes that facilitated the recruitment of aspiring sales representatives and future agents.Managed market area customers, strategic planning, technology adoption, data analysis, and public affairs coordination.Career Highlights:Led turnaround efforts in two underperforming sales markets, resulting in significant improvements in sales performance.One of two territories to achieve the annual Ambassador Travel award from 2013 to 2017.Improved territory sales ranking from 12th to 2nd within eight months in 2013.Established a high-performance culture, recruited, hired, and mentored new agents, and streamlined sales processes, significantly enhancing market area rankings.
Agency - Area Sales Executive
Achieved a significant improvement in national territory sales rankings, advancing from 550th to 47th out of 562 territories within a four-year period. Led initiatives that increased sales revenue by 5% to 15% per agency. Demonstrated industry expertise by optimizing technology workflows and lead generation processes, resulting in a 48.2% increase in property and casualty sales in 2012.Played a pivotal role in the development of a corporate-sponsored, diverse, and inclusive nationwide group of Agency Field Sales Executives and Operations leaders. This initiative enhanced business acumen and fostered a comprehensive understanding of executive-level execution and collaboration to achieve enterprise objectives. Hired, developed and trained the leadership team for the sales area.Instrumental in coaching and developing two high-performing agents, both of whom were subsequently promoted to Agency Field Sales Executives.
Agency Field Consultant
Provided strategic business consulting to new and existing owners of Insurance and Financial Services agencies, empowering them to successfully manage and grow their businesses. Achieved recognition for leading the 3rd highest-ranked sales market out of 562 in the U.S. in 2009.
Insurance And Financial Services Agent
Provided expert oversight of the entire operations of the Eric Wynne State Farm Insurance and Financial Services Agency, including the supervision of a team of licensed sales professionals. Successfully managed the delivery of over 90 insurance and financial services products, assisting customers in preserving wealth, recovering from unexpected losses, and achieving their financial goals. Recognized as one of the top 42 new agents in the company, ranking within the top 100 in October 2005.
Agent Intern
Completed internship training in preparation for the launch of the agency business in May 2005.
Claim Team Manager
Claim Support Services Supervisor
Claim Specialist
Colleagues at Magellan Federal
Other employees you can reach at magellanfederal.com. View company contacts →
Michelle Vega
Colleague at Magellan FederalPhoenix, Arizona, United States
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JT
Jessica T.
Colleague at Magellan FederalSt Augustine, Florida, United States
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SL
Stephanie Litchert, M.S.
Colleague at Magellan FederalGreater Philadelphia, United States
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AT
Angela Tilley
Colleague at Magellan FederalNorfolk, Virginia, United States
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CR
Cathleen R. Barsallo, Lpcc
Colleague at Magellan FederalGlendale, California, United States
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DB
Dr. Ben Lee Clark, Dsw, Dcsw
Colleague at Magellan FederalSan Antonio, Texas, United States
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AN
Amar Nayak
Colleague at Magellan FederalPune, Maharashtra, India
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JG
Jan Gunn
Colleague at Magellan FederalTampa, Florida, United States
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LB
Lorraine Babeu
Colleague at Magellan FederalGreater Tampa Bay Area, United States
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SS
Stephanie Spencer
Colleague at Magellan FederalUnited States
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Eric D Wynne education
Bachelor'S Degree, Business Administration And Management, General
Decision Making: Perspective And Practice Program
Frequently asked questions about Eric D Wynne
Quick answers generated from the profile data available on this page.
What company does Eric D Wynne work for?
Eric D Wynne works for Magellan Federal.
What is Eric D Wynne's role at Magellan Federal?
Eric D Wynne is listed as Personal Financial Counselor at Magellan Federal.
What is Eric D Wynne's email address?
AeroLeads has found 1 work email signal at @northwesternmutual.com for Eric D Wynne at Magellan Federal.
What is Eric D Wynne's phone number?
AeroLeads has found 3 phone signal(s) with area code 708 for Eric D Wynne at Magellan Federal.
Where is Eric D Wynne based?
Eric D Wynne is based in Zionsville, Indiana, United States while working with Magellan Federal.
What companies has Eric D Wynne worked for?
Eric D Wynne has worked for Magellan Federal, Movement = Money, Llc, Alight Solutions, Northwestern Mutual, and Exclusively @9.
Who are Eric D Wynne's colleagues at Magellan Federal?
Eric D Wynne's colleagues at Magellan Federal include Michelle Vega, Jessica T., Stephanie Litchert, M.S., Angela Tilley, and Cathleen R. Barsallo, Lpcc.
How can I contact Eric D Wynne?
You can use AeroLeads to view verified contact signals for Eric D Wynne at Magellan Federal, including work email, phone, and LinkedIn data when available.
What schools did Eric D Wynne attend?
Eric D Wynne holds Bachelor'S Degree, Business Administration And Management, General from Illinois State University.
What skills is Eric D Wynne known for?
Eric D Wynne is listed with skills including Leadership, Sales, Customer Service, Marketing, Business Strategy, Recruiting, Small Business, and Microsoft Office.
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