Eric Majka

Eric Majka Email and Phone Number

Financial Advisor at Trust Advisory Group @ TAG - Trust Advisory Group, Ltd.
Eric Majka's Location
West Newbury, Massachusetts, United States, United States
Eric Majka's Contact Details

Eric Majka personal email

n/a
About Eric Majka

Experienced Account Executive with a proven track record in finding leads, closing sales, supporting existing clients, formulating sales strategies, and communicating product value to maintain and build client base. New Account Development, Team Leadership, Relationship Management, Performance Improvement,Customer Success, Problem Solving, Strong Negotiator, Lead Generation, Proposal & Presentation Skills

Eric Majka's Current Company Details
TAG - Trust Advisory Group, Ltd.

Tag - Trust Advisory Group, Ltd.

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Financial Advisor at Trust Advisory Group
Eric Majka Work Experience Details
  • Tag - Trust Advisory Group, Ltd.
    Partner, Financial Advisor
    Tag - Trust Advisory Group, Ltd. Dec 2019 - Present
    Woburn, Massasschusetts, Us
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  • Ada Solutions
    Account Executive/Sales Professional
    Ada Solutions Jan 2018 - Oct 2019
    Wilmington, Massachusetts, Us
    Leading manufacturer of detectable warning surface products in the United States
    View
  • Aztec Capital, Llc.
    Vice President
    Aztec Capital, Llc. Oct 2017 - Dec 2018
    Wealth management firm
  • Boston Independent Advisors
    Vice President
    Boston Independent Advisors May 2009 - Oct 2017
    Securities offered through Investors Capital Corporation, Member FINRA/SIPC6 Kimball Ln. Lynnfield, MA. 019840 800-949-1422Wealth Management, Financial Planning, Retirement Planning
  • Leerink Swann
    Vice President
    Leerink Swann Dec 1999 - May 2009
    Wealth Management, Financial Planning, Retirement Planning
  • Sungard Brokerage Systems
    Project Manager/Business Analyst
    Sungard Brokerage Systems Jan 1999 - Jan 2000
    Sungards mission is technology and infrastructure to ensure their customers efficient processing and secure storage of their data.
  • Tiger Investment Group, Inc
    Operations Manager
    Tiger Investment Group, Inc Jan 1998 - Jan 1999
    Wealth management firm
  • First Data Investor Services Group, Inc.
    Senior Business Analyst
    First Data Investor Services Group, Inc. Jan 1997 - Jan 1998
    Is a subsidiary of The PNC Financial Services Group, Inc., is a company headquartered in the United States. The firm provides processing services, mutual funds and retirement plan
  • First Data Investor Services Group, Inc.
    Senior Mutual Fund Accountant
    First Data Investor Services Group, Inc. Jan 1996 - 1997

Eric Majka Skills

Securities Strategic Planning Management Investments Sales Strategy Series 63 Series 7 Customer Service Mergers And Acquisitions Mutual Funds Risk Management Series 65 Portfolio Management Retirement Planning Asset Allocation Financial Analysis Financial Advisory Account Management 401 Retirement Savings Plans Financial Services Wealth Management Operations Management Project Management Business Analysis Customer Relationship Management Fixed Income Business Development Sales Process Sales Management Microsoft Office Microsoft Excel Microsoft Word Bloomberg Terminal Client Services Sales Presentations Presentations Presentation Skills Organization Skills Interpersonal Skills Cold Calling Client Presentation Sales Prospecting Qualifying Prospects Client Prospecting Prospecting Skills Account Executives In Depth Analysis Financial Goals Wealth Management Services Etfs High Net Worth Individuals Personal Financial Planning Holistic Financial Planning Portfolio Optimization

Eric Majka Education Details

  • Massachusetts College Of Liberal Arts
    Massachusetts College Of Liberal Arts
    General

Frequently Asked Questions about Eric Majka

What company does Eric Majka work for?

Eric Majka works for Tag - Trust Advisory Group, Ltd.

What is Eric Majka's role at the current company?

Eric Majka's current role is Financial Advisor at Trust Advisory Group.

What is Eric Majka's email address?

Eric Majka's email address is er****@****ink.com

What schools did Eric Majka attend?

Eric Majka attended Massachusetts College Of Liberal Arts.

What skills is Eric Majka known for?

Eric Majka has skills like Securities, Strategic Planning, Management, Investments, Sales, Strategy, Series 63, Series 7, Customer Service, Mergers And Acquisitions, Mutual Funds, Risk Management.

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