Eric Maki Email & Phone Number

Bend, Oregon, United States

Bend, Oregon, United States

Empowering individuals and families to align their investment strategy with their personal values. This holistic approach to investing and financial planning will give you a sense of purpose and intention as your assets and income are working in ways that resonate with you and support your lifelong ambitions.-Passive income generation-Risk management-Asset preservation-Wealth transfer-Strategic financial planning-Alternative investments-Retirement planning-Portfolio strategies-Financial advisory-Security licenses: Series 7 & 66-Insurance licenses: Life & Health and Property & CasualtySecurities offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org. Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Mackeson Advisory and Financial Advocates Investment Managementare separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit: mackesonadvisory.comLearn more at https://mackesonadvisory.com/

Bend, Or

American Accent Modification specialist certified by The Institute of Language & Phonology. Using a structured, personalized and systematic approach called the Compton P-ESL Accent Modification method, I work with clients both locally in Bend, OR and globally to improve their North American English pronunciation. •Responsible for all aspects of starting and operating a new business including: financing, sales, marketing, website SEO, client management, program development and service delivery.•This is a part-time private client service.•Read my reviews on Thumbtack: https://www.thumbtack.com/profile/services/E8c9gBUvABQj9g/

Bend, Or

G5 is the leading provider of digital marketing solutions in the property management sector. In today’s increasingly mobile and social world, reaching and converting prospects is more complex than ever before. G5 simplifies the complexity of digital marketing with an innovative cloud-based platform that creates, measures, and optimizes the entire customer experience – from awareness to advocacy – for a fraction of the cost of traditional marketing approaches. The G5 Marketing Cloud delivers best-in-class experiences across search, sites, and social, as well as tools that measure and optimize results.Led the marketing analytics business line by expanding the cloud reporting capabilities and improving our call tracking attribution to drive the performance of digital advertising and to optimized website conversion.I excel at transforming innovative ideas into recurring revenue streams and collaborating with executives to drive business development.

Bend, Oregon

NAVIS is the leading hospitality technology and professional services company for independent resorts, hotels, and vacation rental brands. Through their innovative reservation sales management platform as a service, marketing automation software, CRM and reservation call center staffing outsourcing solutions, NAVIS helps improve traveler engagement while accelerating client revenue and profitability. I directed NAVIS' industry leading reservation sales and management telephony platform called Narrowcast and the call center staffing outsourcing solution called RezForce Live. In the past year, I successfully launched three new products to unlock small, middle market vacation rental companies and the urban boutique hotel markets. To announce the new Vacation Rental Edition of Narrowcast, I was a general session presenter at HomeAway's annual conference to showcase the product's capabilities to drive, capture and convert more leads: https://rezfest2015.sched.org/event/3y6m/5-ways-to-drive-capture-convert-more-leads-by-navisI am a data-driven product leader who is always looking for opportunities to expand market share and increase customer engagement.

Chicago, Il

TripleNet Insurance is a mono-line property and lease enforcement insurance program aimed at landlords who rent to large, multi-location, commercial tenants like pharmacies, retail stores, and restaurants. All commercial lenders require business interruption and/or loss of rent insurance (BI/LR) on mortgaged properties, however almost none of the Credit Tenants provide BI/LR insurance under the terms of their lease. This puts the landlord in the impossible, and potentially disastrous, position of needing non-existent coverage. TripleNet Insurance solves this problem by providing loss of rent coverage for the landlord as the investor of the triple net property. Learn more at: http://triplenetinsurance.com• Licensed Property & Casualty Insurance Agent• Managed Lloyd’s of London underwriting relationship and network of commercial lenders.• Reason for leaving: Moved to Bend, OR.

Louisville, Co

Led product strategy and overall multi-generation road-map for the industry’s leading medical-surgical data enrichment and analysis SaaS solution called NuVia. Work cross-functionally between Development, QA, Sales, Professional Services, and Marketing leading the activities associated with the development of the product.•Solve customer problems using industry knowledge, creativity and market focus. •Monitor, analyze and report to executive leadership the overall product performance, profitability, customer satisfaction, market growth and impact on internal operations.•Create, revise and support internal and external product road-maps illustrating the vision for the product. •Direct a Technical Product Manger on Agile story development, backlog prioritization, release planning and coordination with development and PMO teams.•Collaborate with local and offshore operation teams to fulfill product requirements.•Reason for leaving: Recruited to lead sales and marketing for TripleNet Insurance.

Boulder, Co

Directed a SaaS product portfolio generating $45,000,000 in annual revenue with a focus on content and data aggregation, business management and complex multi-party collaboration which served 119,000 customers in health benefits, finance, insurance, and risk management. Successfully created and launched four major innovative products: ClientConnect P&C (2008), ReferenceConnect (2009), Producer Plus 1.5 (2009), and RefCon Mobile (2011) that exceeded customer expectations for flexible and exciting functionality and user interface design. This included managing complete product life cycle, identifying and assessing market opportunities and determining strategic fit conditioned by technical feasibility. •Consistently executed market-driven road map release schedule on time by working closely with Agile development teams in three locations across the country.•Identified, sourced, and managed technical and consulting relationships with 43 strategic partners. •Expert in Net Promoter Score (NPS) methodology and raised the reference NPS score to 63, the highest customer satisfaction product score in the company.•Reason for leaving: Position relocated to Bothell, WA.

Chicago, Il

Subject matter expert accountable for creating marketing plan to build pipeline of new opportunities. Leveraged personal industry knowledge and expert customer-centric sales skills to consistently hit quarterly sales objectives. Responsible for producing over $1,000,000 in new SaaS software sales revenue annually.•Managed relationships with 50 independent insurance agencies.•Licensed insurance broker since 1998.•Reason for leaving: My wife completed her Ph.D. and accepted a position in Boulder, CO.

Chicago, Il

Key market leader accountable for creating a network of champions to support the 17 offices in the Midwest region and direct the implementation of the proprietary portfolio of risk management solutions for top tier accounts.•Successfully led strategic product development, marketing, and launch of the Marsh.com portal of online client service applications and informational resources in Midwest region.•Created market requirement documents for innovative new Memorandum of Insurance product.•Conducted product training and installations of Marsh.com for 60 clients in 2003.•Secured six new clients generating over $2,000,000 in new revenue.•Reason for leaving: Position relocated to Hoboken, NJ after 9/11.

Chicago, Il

Designed and implemented new marketing campaign for comprehensive SaaS outsourcing for tracking certificates of insurance.•Top sales manager for 1999 and the first two quarters of 2000.•Hired, trained, and managed four new sales managers.•Reason for leaving: Recruited by Marsh to work on their new web portal product.

Chicago, Il

Sales leader for start-up technology consulting practice. Developed new market verticals and successfully hired and managed 15 computer consultants. •Surpassed nine month sales goal of $200,000 in 90 days.•Expanded client base through innovative sales and creative marketing.•Increased applicant database 45% by creating best practices for identifying candidate profile qualification matches.•Reason for leaving: Accepted position with CMS a start-up B2B dot-com.

Chicago, Il

Full-service independent brokerage house. Achieved highest sales for new representatives in firm for 1996.•Fully licensed Series 7 and Series 63 stockbroker.•Reason for leaving: Accepted a full-time position with Sierra ITS.