Retirement Plan Advisor
CurrentResponsible for growing the retirement plan business as well as supporting current plans at the firm.
May 2024 - Present
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Eric Kaleta Email & Phone Number
Retirement Plan Advisor at Lindberg & Ripple
at
Lindberg & Ripple
2 work emails found
@virtus.com
2 phones found area 860
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement Plan Advisor at Lindberg & Ripple
Location
Hartford, Connecticut, United States
Company size
Who is Eric Kaleta? Overview
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Quick answer
Eric Kaleta is listed as Retirement Plan Advisor at Lindberg & Ripple at Lindberg & Ripple, a with 28 employees, based in Hartford, Connecticut, United States. AeroLeads shows a work email signal at virtus.com, phone signal with area code 860, and a matched LinkedIn profile for Eric Kaleta.
Eric Kaleta previously worked as Retirement Plan Advisor at Lindberg & Ripple and Retirement Sales Consultant at Virtus Investment Partners. Eric Kaleta holds Bachelors, Finance from Western New England University.
Company email context
Email format at Lindberg & Ripple
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{first_initial}{last}@virtus.com
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AeroLeads found 2 current-domain work email signals for Eric Kaleta. Compare company email patterns before reaching out.
Profile bio
About Eric Kaleta
Results-driven Licensed Registered Representative with extensive background in the Financial Services Industry which includes servicing companies retirement plans, selling and establishing retirement plans, counseling plan participants on their distribution options. Sales background which has been focused on sales and retention of retirement plans and mutual funds.Securities Offered Through M Holdings Securities, Inc, a FINRA/SIPC member broker/dealer. Advisory services offered through LRI Investments, LLC, an SEC registered investment advisor. M Holdings Securities, Inc. and LRI Investments, LLC are unaffiliated separate legal entities. Third party posts found on this profile are for informational purposes only and do not necessarily reflect the views of M Holdings Securities, Inc., LRI Investments, LLC, nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc. or LRI Investments, LLC for accuracy or completeness. Nothing herein is intended to provide specific advice, provide a recommendation to buy or sell securities or serve as a recommendation for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The examples used are for illustrative purposes and may not be representative of the experiences of other clients, and they are not indicative of future performance or success. All investment includes the risk of loss, including the entire loss of the principal amount invested
Listed skills include Mutual Funds, Retirement Planning, Retirement, Series 7, and 14 others.
Current workplace
Eric Kaleta's current company
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Lindberg & Ripple
5 roles
Eric Kaleta work experience
A career timeline built from the work history available for this profile.
Retirement Sales Consultant
Cover Georgia and Florida in external sales role. Key Account relationship manager for specific partner firmsDevelop and maintain existing relationships as well as identifying and acquiring new business in the retirement channel.Deliver effective presentations promoting Virtus products, services and competitive advantages.Convey sales ideas, accurate product information and gather market data in discussions with targeted financial advisors and other partners
Oct 2017 - May 2024
Regional Sales Consultant - Sales Desk Lead
Partner with an external wholesalers and am responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within select territories.Make proactive marketing calls within territory focusing on all levels of sales including acquisition, development and retention. Team lead responsibilities include training and working closely with other departments to gather information for the team
Nov 2011 - May 2024
Retirement Counselor
Consultative conversations with plan participants as they separated service from their employers to review distribution options with the goal of retaining their assets within the company.
Nov 2007 - Jul 2011
Regional Sales Consultant
Hartford Life
Internal Wholesaler for retirement plans
Jun 2006 - Sep 2007
Team & coworkers
Colleagues at Lindberg & Ripple
Other employees you can reach at linrip.com. View company contacts for 28 employees →
MS
Michael Silverberg
Colleague at Lindberg & RippleGreater Hartford, United States
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PC
Pam Cronin
Colleague at Lindberg & RippleWindsor, Connecticut, United States
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MS
Melissa Setticasi
Colleague at Lindberg & RipplePalm Beach Gardens, Florida, United States
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LS
Lisa Salter
Colleague at Lindberg & RippleSuffield, Connecticut, United States
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SS
Scott Smith
Colleague at Lindberg & RippleFarmington, Connecticut, United States
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JM
Joe Meny
Colleague at Lindberg & RippleWindsor, Connecticut, United States
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CP
Carl Peterson
Colleague at Lindberg & RippleGlastonbury, Connecticut, United States
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AN
Arriana Neese
Colleague at Lindberg & RipplePalm Beach Gardens, Florida, United States
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AP
Anthony Pace
Colleague at Lindberg & RipplePalm Beach Gardens, Florida, United States
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HD
Hannah Davis
Colleague at Lindberg & RipplePalm Beach Gardens, Florida, United States
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Michael Silverberg
Colleague at Lindberg & RippleGreater Hartford, United States
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PC
Pam Cronin
Colleague at Lindberg & RippleWindsor, Connecticut, United States
View →
MS
Melissa Setticasi
Colleague at Lindberg & RipplePalm Beach Gardens, Florida, United States
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LS
Lisa Salter
Colleague at Lindberg & RippleSuffield, Connecticut, United States
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SS
Scott Smith
Colleague at Lindberg & RippleFarmington, Connecticut, United States
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JM
Joe Meny
Colleague at Lindberg & RippleWindsor, Connecticut, United States
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CP
Carl Peterson
Colleague at Lindberg & RippleGlastonbury, Connecticut, United States
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AN
Arriana Neese
Colleague at Lindberg & RipplePalm Beach Gardens, Florida, United States
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AP
Anthony Pace
Colleague at Lindberg & RipplePalm Beach Gardens, Florida, United States
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HD
Hannah Davis
Colleague at Lindberg & RipplePalm Beach Gardens, Florida, United States
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1 education record
Eric Kaleta education
FAQ
Frequently asked questions about Eric Kaleta
Quick answers generated from the profile data available on this page.
What company does Eric Kaleta work for?
Eric Kaleta works for Lindberg & Ripple.
What is Eric Kaleta's role at Lindberg & Ripple?
Eric Kaleta is listed as Retirement Plan Advisor at Lindberg & Ripple at Lindberg & Ripple.
What is Eric Kaleta's email address?
AeroLeads has found 2 work email signals at @virtus.com for Eric Kaleta at Lindberg & Ripple.
What is Eric Kaleta's phone number?
AeroLeads has found 2 phone signal(s) with area code 860 for Eric Kaleta at Lindberg & Ripple.
Where is Eric Kaleta based?
Eric Kaleta is based in Hartford, Connecticut, United States while working with Lindberg & Ripple.
What companies has Eric Kaleta worked for?
Eric Kaleta has worked for Lindberg & Ripple, Virtus Investment Partners, Prudential Financial, and Hartford Life.
Who are Eric Kaleta's colleagues at Lindberg & Ripple?
Eric Kaleta's colleagues at Lindberg & Ripple include Michael Silverberg, Pam Cronin, Melissa Setticasi, Lisa Salter, and Scott Smith.
How can I contact Eric Kaleta?
You can use AeroLeads to view verified contact signals for Eric Kaleta at Lindberg & Ripple, including work email, phone, and LinkedIn data when available.
What schools did Eric Kaleta attend?
Eric Kaleta holds Bachelors, Finance from Western New England University.
What skills is Eric Kaleta known for?
Eric Kaleta is listed with skills including Mutual Funds, Retirement Planning, Retirement, Series 7, Investments, Asset Allocation, Financial Services, and Series 63.
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