Eric Sholberg

Eric Sholberg Email and Phone Number

Creating better retirement plan solutions, driving financial wellness for employees and influencing the long-term financial success of organizations.. @ USI Consulting Group
Eric Sholberg's Location
United States, United States
Eric Sholberg's Contact Details

Eric Sholberg personal email

n/a
About Eric Sholberg

Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Securities, Investment Advisory, Mutual Funds, Management, and Risk Management. Strong finance professional with a Business Administration focused in Accounting/Finance from Washington State University - College of Business and Economics. https://www.usicg.com/disclosures/social-media-disclosure

Eric Sholberg's Current Company Details
USI Consulting Group

Usi Consulting Group

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Creating better retirement plan solutions, driving financial wellness for employees and influencing the long-term financial success of organizations..
Eric Sholberg Work Experience Details
  • Usi Consulting Group
    Vice President, Retirement Plan Sales
    Usi Consulting Group Feb 2023 - Present
    Glastonbury, Ct, Us
    As a Vice President of Retirement Plan Sales for USI Consulting Group, I am committed to understanding the changing needs of employers and employees to create better retirement plan solutions, drive financial wellness for employees and influence the organization’s long-term financial success.
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  • Brighton Jones
    Lead Advisor
    Brighton Jones Apr 2017 - Feb 2023
    Seattle, Wa, Us
    At Brighton Jones, we live our mission every day by helping others to Live Richer Lives by enhancing the lives of clients, team members and our surrounding community. Brighton Jones, LLC is a Registered Investment Advisor providing comprehensive, fee-based wealth management, tax and retirement plan advisory services. As a Lead Advisor in our retirement plan practice at Brighton Jones, I work with our team every day to create better experiences for companies and their employees. We work for them to create a strong fiduciary process that includes the elimination of unnecessary costs and plan benchmarking, improve plan operations and relationships with their current service providers, look for opportunities to improve the design of the plan, and offer effective communication programs and investment experiences. Specialties: Defined Contribution retirement plans
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  • 401(K) Advisors - Arizona
    President
    401(K) Advisors - Arizona Nov 2008 - Apr 2017
    Phoenix, Arizona, Us
    As company President, I worked with company ownership on our strategy and growth objectives as well as overseeing the client service team with the primary role of gathering customer feedback to iterate and improve usability and the overall customer experience. Additionally I was the head of company operations and the primary manager of relationships with our vendors, service providers and community partners.
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  • Key Private Bank
    Investment Manager
    Key Private Bank Mar 2007 - Nov 2008
    Cleveland , Ohio, Us
    Managed the investment portfolios for high net worth clients of the Private Bank and worked closely with private bankers to support lending objectives and identify opportunities to develop appropriate investment portfolios to match client needs and goals.
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  • Deloitte & Touche
    Assurance Manager
    Deloitte & Touche 1998 - 2002
    Worldwide, Oo
    I served as a consultant to The Boeing Company within the Assurance and Advisory Services Division of Deloitte Touche. I developed new business process systems and monitoring programs, specifically for the Boeing Capital division, which facilitates the bulk of financing for new commercial jets built by Boeing, as well as product for the used aircraft market. In the specialty business of 401(k) plans, I performed a wide range of corporate auditing work, and investment consulting for Boeing’s company pension and 401(k) plans.
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Eric Sholberg Skills

Alternative Investments Auditing Cpa Pensions Retirement Planning Financial Planning Portfolio Management Investments Finance 401k Investment Advisory Asset Allocation Financial Services Wealth Management Mutual Funds Investment Strategies Program Management Risk Management Financial Analysis Management Coaching Due Diligence Retirement Employee Benefits Securities

Eric Sholberg Education Details

  • Washington State University - College Of Business And Economics
    Washington State University - College Of Business And Economics
    Accounting/Finance

Frequently Asked Questions about Eric Sholberg

What company does Eric Sholberg work for?

Eric Sholberg works for Usi Consulting Group

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

Eric Sholberg's current role is Creating better retirement plan solutions, driving financial wellness for employees and influencing the long-term financial success of organizations...

What is Eric Sholberg's email address?

Eric Sholberg's email address is er****@****erg.com

What is Eric Sholberg's direct phone number?

Eric Sholberg's direct phone number is +148055*****

What schools did Eric Sholberg attend?

Eric Sholberg attended Washington State University - College Of Business And Economics.

What skills is Eric Sholberg known for?

Eric Sholberg has skills like Alternative Investments, Auditing, Cpa, Pensions, Retirement Planning, Financial Planning, Portfolio Management, Investments, Finance, 401k, Investment Advisory, Asset Allocation.

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