Eric Reynolds Email & Phone Number

Greater Chicago Area

Responsible for growing sales in the Wire-house channel for WisdomTree ETFs/Asset Management. WisdomTree is a top 5 ETF provider in the U.S. with over 50 ETFs, covering domestic equities, foreign equities, currency, fixed income, alternatives and currency hedged equity portfolios.Focus primarily on portfolio construction and implementation for top.

• THE HARTFORD MUTUAL FUNDS, sub advised by Wellington Management Company, this $80 billion mutual fund company is a competitor in the global investment industry, and a division of The Hartford. Promoted by the Managing.
• Grew sales in division from $250 million in 2005 to a peak of $2.7 billion in 2010.
• Hired, trained and mentored a team of 14 wholesalers who developed clients and grew mutual fund, 401K and IO sales in the Western half of the country. Managed and allocated a yearly expense budget of $1 million to.
• Built a strong reputation for developing sales ideas and fund stories that position The Hartford Funds in the marketplace. Sought after for consultative positioning of new product launches.
• Worked closely with asset manager and marketing team on new product design to meet Financial Advisors’ needs in changing market environments.
• Solidified relationships within the four major wire-house firms: Merrill Lynch, Morgan Stanley Smith Barney, UBS and Wells Fargo. Defined and communicated vision and strategy leading a dispersed team via weekly.

• PLANCO / THE HARTFORD MUTUAL FUNDS, Minneapolis, MN Recruited by Vice President to grow mutual fund, 401k, and IO sales in the startup territory of Minnesota and Wisconsin.
• Initiated new relationships and achieved record sales of $400 million in the independent and regional firms, including Robert W. Baird, RBC, LPL, and Raymond James.
• Achieved #1 national wholesaler ranking in total sales for the years of 2001-2004.
• Developed strong relationships and loyalty with financial advisors through advisor meetings and client seminars, addressing topics ranging from managing market expectations and volatility, to specific investment.
• Intuitively profiled financial advisors to understand their practice and investment strategies and properly positioned Hartford products and services to meet their needs.

• EDWARD JONES, Dubuque, IAFinancial services firm known for a personal approach to individual investing and retirement planning, with over 11,000 financial advisors across the country. Investment AdvisorRecruited out of.
• Within six months of hire, opened and managed a new office with Edward Jones in Dubuque, Iowa.
• Established 120 new accounts and grew assets to $70 million in three years with the company. Recognized for top performance and qualified for incentive trip.
• Used multiple financial products to build and diversify client portfolios based on time horizon and risk objectives