Eric Struble, Cfp® Email & Phone Number

Denver, Colorado, United States

Engage clients in planning conversations and present financial solutions through inbound and outbound telephone interactions. Create opportunities for additional sales and asset acquisition by identifying planning deficiencies and presenting holistic financial planning as a solution.

Englewood Colorado

• Financial Planner
• Assists in the clarification, understanding and quantification of client’s financial goals and needs.
• Assists clients in gathering the information needed to prepare the financial plan.
• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.
• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.
• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.

Greenwood Village CO

• Responsible for all accounting functions for company, including AR and AP processing, bank deposits and account reconciliations, client invoicing, deferred revenue and capitalization calculation, fixed-asset valuation.
• Prepare and analyze quarterly financial statements, including variance analysis and calculation and interpretation of KPIs.
• Assist CEO and Executive Board Members with preparation of annual budget and financial aspects of strategic plan.
• Manage and report company spending and suggest areas of improvement to CEO and Executive Board Members.
• Manage commission and incentive programs and payments made pursuant to them.
• Manage engagements with outside vendors including auditors, tax accountants, and PEO.

• Managed development of database bond accounting model, through formation of product requirement guidelines and communication of same to programming team. Identified system problems and provided guidance for correction.
• Trained sales team on use of model, and best practices for demonstrating model to prospective clients. Conducted and/or participated in sales demonstrations to prospective clients and business partners. Customized.
• Maintained strong client relationships to ensure client retention to bond accounting service, and potential cross-selling of other company products and services.
• Managed operation of fixed-income investment accounting model to produce monthly portfolio reports for institutional (bank and credit union) clients. Bonds modeled ranged from simple treasury notes to more complex.
• Assisted clients and their broker-dealers with questions regarding bond modeling and reporting.

Supervised development of database commercial real estate and construction loan stress testing models, through formation of product requirement guidelines and communication of same to programming team. Identified system problems and provided guidance for correction to programming team. Initiated model enhancements based upon client feedback, evolving.

Provide consulting services to banks, credit unions and thrifts, related to economic modeling of assets and liabilities, with a strong emphasis on discounted cash flow analysis (net economic value).Review client financial statements and holdings (including loans, deposits and securities) to identify assets and liabilities subject to interest rate risk, and.

Led supplier selection teams, which analyzed company needs, prepared source lists and drafted Requests for Information and Requests for Proposal for goods and services. Teams included technical, financial and business personnel.Evaluated vendor responses to select best solution based upon both technical and business factors.Conducted supplier negotiations.

Prosecuted violations of city ordinances through extensive trial work, including both bench and jury trials.Researched legal issues and prepared necessary pleadings and motions.Represented city at pre-trial hearings.Prepared assigned cases for trial by interviewing witnesses and preparing evidence to be used as trial exhibits.Conducted conferences with.

Masters, Accounting

Activities and Societies: Beta Gamma Sigma

J.D., Law

B.A., Political Science