Eric Freud, Aif ® Email & Phone Number

I am a multifaceted sales leader with comprehensive experience in financial markets and the retirement plan marketplace. I am highly skilled in identifying business opportunities that drive growth and revenue; and, skilled in building strategic partnerships with internal and external stakeholders.Most recently I was a Vice President at Nationwide Financial (a business unit of Nationwide Mutual Insurance Co.) where I led a team of professionals in the sales, implementation, and ongoing relationship management for new business and retention in our sales' territory.• Deep knowledge in: ERISA, defined contribution, defined benefit, deferred compensation, account aggregation (PEP, MEP, MEAP), governmental plans, lifetime income, pension risk transfer, Health Savings Accounts.• Investment expertise in: mutual funds, CITs, managed accounts, co-manufactured products, and asset allocation models.• Sales success: Recognized as a sales leader 2013, 2014, 2016, 2018, 2019• Retention success: Achieved 100% of retention and profitability goals 2018, 2019, 2020, and 2021 (not measured prior to 2018)• Leadership: Member Retirement Plan Advisory Board 2014 - 2021; Nominated to Nationwide Financial Services Leadership Council 2017 - 2021.Prior to Nationwide Financial, I was a producer at Weath Advisory Group. The role gave me great appreciation for the Financial Advisor which was tremendous background for my next role and career. • Led team to a 20% increase in retirement plan assets through new sales, increased cashflow, and higher participation rates during 15-month tenure.I started my career at Vanguard and worked in several different roles. Vanguard provided the foundation for my business acumen and passion for financial services.• Sales Executive: ETF sales in wirehouse channel. Achieved 100% of sales goal 2005, 2006, 2007• Mega Market Relationship Executive: Built trusted relationships with internal and external senior most professionals including the C-Suite in order to cultivate positive outcomes for all stakeholders• Project Manager: Imagined, built, and executed strategy for Vanguard's small market (<$5M AUM) business.I am Series 63, 7 & Series 66 licensed. I maintain my Accredited Investment Fiduciary (AIF) credential.

Listed skills include Accredited Investment Fiduciary.

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  West Chester University Of Pennsylvania

  Liberal Arts With Business Concentration