Eric Lindquist

Eric Lindquist Email and Phone Number

Managing Director, Wealth and Private Banking @ KeyBank
cleveland, ohio, united states
Eric Lindquist's Location
Denver Metropolitan Area, United States
Eric Lindquist's Contact Details

Eric Lindquist personal email

About Eric Lindquist

Senior level executive with a record of increasing responsibility and verifiable achievement establishing a sales culture, creating growth strategies and delivering sales results. Strategic leadership attributes include being innovative, exhibiting effective problem-solving skills, collaborative and strong communication skills. Recognized for investing in talent, team development, and a results-oriented and forward-thinking leader. Engaged and leads from the front in the mission of advancing the business objectives of the firm.Areas of expertise include:*Business development*Client Relationship management*Performance coaching/team development*Multi-business line management (banking, investment management, fiduciary and wealth advisory)*Participative Leadership*Financial services operations*Functional expertise across legal, compliance, marketing *Talent acquisition*Strategic planning and implementation*Effective partnering across business line managementSpecialties: FINRA: Series 7, 9, 10, 24, 66. Principal designation for the investment and self-directed business

Eric Lindquist's Current Company Details
KeyBank

Keybank

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Managing Director, Wealth and Private Banking
cleveland, ohio, united states
Website:
key.com
Employees:
14557
Eric Lindquist Work Experience Details
  • Keybank
    Senior Vice President And Colorado Private Bank Managing Director
    Keybank 2016 - Present
    Denver, Colorado
    Private Bank Managing Director leading comprehensive discovery-focused wealth management business. Demonstrated success delivering top and bottom-line growth (+26% CAGR) achieved through execution of strategic vision encompassing financial planning, investment management, banking, insurance and fiduciary engagement practices with clients and prospects. Effective team management through highly-disciplined sales management and performance coaching maximizing individual performance and goal achievement. Collaborative leader within a matrix model and partnerships with Commercial, Real Estate Capital, Business Banking and Retail. Achieved “Market of the Year” in 2019 and 2020 and personally achieved “Signature Circle” chairman’s award in 2019, 2020 and 2021; (both, the most prestigious firm-wide recognition) attributed to leadership, collaboration, financial performance.
  • Wells Fargo
    Senior Vice President And Regional Managing Director
    Wells Fargo Oct 2011 - Oct 2016
    Multi-State And International Markets
    Senior management role leading an $8 billion division consisting of teams of wealth management advisors delivering comprehensive solutions to domestic and international clients. Responsible for top-line and bottom-line growth achieved through a disciplined coaching culture driving a client-engagement model to retain, expand and acquire new relationships across the wealth management platform. Recognized for managing to the culture, effective coaching, accountability, building high-performing teams and disciplined leadership achieving results. Span of responsibilities includes full P&L, compliance, risk management, sales and performance coaching across banking, investment management, brokerage, fiduciary and planning business platforms.
  • J.P. Morgan
    Managing Director
    J.P. Morgan Oct 2002 - Jun 2010
    Leading a multi-platform JPMorgan Private Bank wealth management team delivering comprehensive solutions across investments, banking and trust services.
  • U.S. Bank
    Managing Director
    U.S. Bank 1997 - 2002
    Denver, Colorado
    Managing Director

Eric Lindquist Skills

Leadership Alternative Investments Asset Based Lending Banking Real Estate Lending Sharepoint Fixed Income Cross Channel Partnering Valuation Financial Planning Brokerage Networking Portfolio Management Business Development Investments Change Leadership Trust Management Finance Financial Acumen Clear Communications Asset Allocation Strategy Financial Services Commercial Banking Wealth Management Sales Management Equities Microsoft Word Energetic Leader Risk Management Asset Management Innovative Change Management Consumer Lending Senior Executive Leadership Strategic Implementation Collaborative Leadership Financial Analysis Sales Process Development Private Equity Management Coaching And Mentoring Private Banking Commercial Lending Crm Series 7 Investment Management Private Placements

Eric Lindquist Education Details

Frequently Asked Questions about Eric Lindquist

What company does Eric Lindquist work for?

Eric Lindquist works for Keybank

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

Eric Lindquist's current role is Managing Director, Wealth and Private Banking.

What is Eric Lindquist's email address?

Eric Lindquist's email address is j.****@****ail.com

What schools did Eric Lindquist attend?

Eric Lindquist attended University Of Colorado Denver, Colorado State University.

What skills is Eric Lindquist known for?

Eric Lindquist has skills like Leadership, Alternative Investments, Asset Based Lending, Banking, Real Estate Lending, Sharepoint, Fixed Income, Cross Channel Partnering, Valuation, Financial Planning, Brokerage, Networking.

Who are Eric Lindquist's colleagues?

Eric Lindquist's colleagues are Asif Khan, Jean Auberzinsky, Bryan Tiernan, Rabirashmi Guha, David Mcnichol, Rafiqullah Patang, Elizabeth Ortiz.

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