Eric Smith, Mba Email & Phone Number
@assetmark.com
6 phones found area 614
LinkedIn matched
Who is Eric Smith, Mba? Overview
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Eric Smith, Mba is listed as Process Analyst at AssetMark, a with 640 employees, based in Westerville, Ohio, United States. AeroLeads shows a work email signal at assetmark.com, phone signal with area code 614, and a matched LinkedIn profile for Eric Smith, Mba.
Eric Smith, Mba previously worked as Portfolio Trading Analyst at Assetmark and Associate - Managed Accounts Portfolio Implementation at Jpmorgan Chase & Co.. Eric Smith, Mba holds Master Of Business Administration - Mba, Finance from Ashland University.
Email format at AssetMark
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AeroLeads found 1 current-domain work email signal for Eric Smith, Mba. Compare company email patterns before reaching out.
About Eric Smith, Mba
Eric Smith, Mba is a Process Analyst at AssetMark. He possess expertise in outlook. Colleagues describe him as "Eric was a hard working and motivated individual, as well as, a great mentor while I was at Liberty Mutual. He always offered his help and expertise when needed. Eric worked to achieve sales goals and meet quotas while still working with me and teaching me key insights about the industry." and "Eric is great to work with. He effectively balances his knowledge of the insurance industry as it relates to what is out in the market with the individual client's perspective."
Listed skills include Outlook.
Eric Smith, Mba's current company
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Eric Smith, Mba work experience
A career timeline built from the work history available for this profile.
Portfolio Trading Analyst
Associate - Managed Accounts Portfolio Implementation
Public Funds Operations Specialist
Transfer Agency Operations Specialist
Client Services Representative
Security Processing Analyst Ii
Executive Search Consultant
Responsible for the recruitment of qualified healthcare executive candidates to fill open roles with the Top 1,000 Pediatric Hospitals nationwide. Created targeted group marketing and personalized group marketing emails in order to prompt potential candidates to call. * Consistently met goal of obtaining five Resumes from qualified candidates per week by making at least 75 calls per day
Financial Representative
Provided information to Morgan Stanley Clients regarding their investment accounts, specifically tax implications on each account. Researched stock data transfer information for inclusion on tax returns and assisted Clients with online Bill Pay and Direct Deposit inquiries. * Maintained quality scores above 95%, averaging 50 calls per day, ensuring the best Customer Service for our Clients* Provided Level One Technical Support for Morgan Stanley’s Clientserv website
Personal Insurance Agent
Counseled and advised business prospects and policyholders on matters of insurance protection and coverage. Responsible for increasing new quality business and pre-qualifying leads within the Company’s underwriting guidelines. Developed and maintained business relationships with policyholders within the community. Targeted and presented to key decision-makers within affinity organizations to expand Group Savings Discount Program.* Clients included Columbus City Schools, Ohio University, National Parent Teacher Organization, New Albany Schools, State Teachers Retirement System of Ohio, and The Ohio State University* Increased sales 150% through Marketing Campaigns and Events including Bicycle Safety, Fingerprint Kits and Identify Fraud Presentations * “Pursuit of Excellence” Award Recipient, 2007* "Pacesetter” Award Recipient (6), 2007 – 2008 * Licensed – Life and Health Insurance and Property and Casualty Insurance, 2006
Personal Banker
Strengthened Client Relationships with current Customers by offering new financial services complementing those already in their personal portfolio: Home Equity Lines of Credit, Investments and Mutual Funds. * Increased sales in the Branch by 125% during tenure through aggressive Marketing Campaigns* Third in District, Investment Sales, 09/2005* Series 6 License, 03/2005
Team Lead, Treasury Management Department
Supervised and conducted on-going training for New Employees and Support Sales Staff regarding On-Line Banking, Deposits and Account and Wireless Transfers. Researched and provided solutions for Business Client issues including website management, the Huntington “View” Program.
Colleagues at AssetMark
Other employees you can reach at assetmark.com. View company contacts for 640 employees →
Gaurav Auditya
Colleague at AssetmarkPhoenix, Arizona, United States
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Dan Warburton
Colleague at AssetmarkSan Francisco Bay Area, United States
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Dawn Plas
Colleague at AssetmarkUnited States
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Samarth Mehta
Colleague at AssetmarkKaty, Texas, United States
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EA
Eric Alexander
Colleague at AssetmarkGreater Chicago Area, United States
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AH
Anthony H.
Colleague at AssetmarkLos Angeles Metropolitan Area, United States
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Garrett Eaglin
Colleague at AssetmarkChandler, Arizona, United States
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Erich Elleson
Colleague at AssetmarkMartinez, California, United States
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MZ
Michael Zajack
Colleague at AssetmarkGreater Chicago Area, United States
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CF
Cindee Flinchbaugh
Colleague at AssetmarkState College, Pennsylvania, United States
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Eric Smith, Mba education
Master Of Business Administration - Mba, Finance
Bachelor Of Science, Business And Marketing
Frequently asked questions about Eric Smith, Mba
Quick answers generated from the profile data available on this page.
What company does Eric Smith, Mba work for?
Eric Smith, Mba works for AssetMark.
What is Eric Smith, Mba's role at AssetMark?
Eric Smith, Mba is listed as Process Analyst at AssetMark.
What is Eric Smith, Mba's email address?
AeroLeads has found 1 work email signal at @assetmark.com for Eric Smith, Mba at AssetMark.
What is Eric Smith, Mba's phone number?
AeroLeads has found 6 phone signal(s) with area code 614 for Eric Smith, Mba at AssetMark.
Where is Eric Smith, Mba based?
Eric Smith, Mba is based in Westerville, Ohio, United States while working with AssetMark.
What companies has Eric Smith, Mba worked for?
Eric Smith, Mba has worked for Assetmark, Jpmorgan Chase & Co., Meeder Investment Management, Citi, and Healthlinx.
Who are Eric Smith, Mba's colleagues at AssetMark?
Eric Smith, Mba's colleagues at AssetMark include Gaurav Auditya, Dan Warburton, Dawn Plas, Samarth Mehta, and Eric Alexander.
How can I contact Eric Smith, Mba?
You can use AeroLeads to view verified contact signals for Eric Smith, Mba at AssetMark, including work email, phone, and LinkedIn data when available.
What schools did Eric Smith, Mba attend?
Eric Smith, Mba holds Master Of Business Administration - Mba, Finance from Ashland University.
What skills is Eric Smith, Mba known for?
Eric Smith, Mba is listed with skills including Outlook.
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