Eric Funk Email & Phone Number

In the Mountain West Territory, work with companies and advisors on plans that range from $1 million to $50 million. Sales and Relationship Executive with the ability to quickly build strong and lasting business relationships. Skills include extensive experience in 401k, estate and income planning, group presentations and territory management. Capable of presenting multiple investment options in response to complex strategic planning situations. I also maintain distribution relationships with RIA’s, Brokers, TPA’s and plan sponsors. Fluent in Cantonese with an MBA in Finance.Specialties: A honed sales process based on years of comprehensive training and experience in wholesaling and institutional sales.Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments.Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content.Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917935815.1.0

Listed skills include 401K, Retirement, Retirement Planning, Wealth Management, and 11 others.