As a financial sales leader with a strong professional background. I work to increase production through new accounts while expanding revenue from existing ones. My formula is to apply highly targeted cross selling strategies on a foundation of exceptional relationships. With both passion and analytical skills I draw upon deep industry, product and service knowledge in customizing solutions for individual and institutional clients, resulting in client loyalty and satisfaction. Over the years I have been recognized for exceptional interpersonal and collaborative skills, for developing new products, launching new revenue streams, and identifying risk mitigation strategies. My client focus, personal discipline and constant vision for success enables me to deliver consistent, predictable results. Some highlights, by category…Innovation and Client Focus – Generated $5B in CME depository products/asset management across two different firms, requiring deep client relationships, attention to detail and trust to develop new products. Performance Excellence - Ranked in top quintile of producers at Merrill, vs. 17,000 producers, demonstrating focus and commitment to success. Cross Selling - Sold $135M in hedge funds and private equity, based on knowledge and experience across asset classes. Team Leadership - Met or exceeded goals at Aon Financial Institution Services through leading others and training, motivating and coaching licensed salespeople.I apply a range of expertise for delivering high performance outcomes...● Team Leadership ● Cross Selling● Portfolio and Product Analysis● Asset Management● Marketing Innovative Products● Client Loyalty/Retention● Strategic Planning● Problem Solving ● Investment Banking● Customer Relationship Management● Innovation● Operations● Wealth Practice Management● Key Financial Products and Instruments
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Associate Partner, Head Of Us Trading And OperationsAon Jan 2018 - Apr 2023Chicago -
Financial Advisor, Vice PresidentNorth South Capital Llc Apr 2016 - Jan 2018Chicago, Illinois, United StatesFinancial Planning for Individuals and Identifying institutions for equity execution arm of North South Capital LLC. -
Vice President, Wealth Management AdvisorFifth Third Private Bank Dec 2012 - Jul 2014In this role, I develop and deliver strategies for managing and optimizing client wealth. This includes collaborating with a team of specialists including wealth planners, trust officers, private bankers, portfolio managers and insurance experts in designing a solution-based, disciplined approach to uncovering and achieving our clients’ goals. It also entails compiling client financial data, developing strategic recommendations based on the client’s risk tolerance, and implementing the plan. When not working with clients I am always identifying and cultivating new business lead sources and opportunities.Among my achievements in this short period of time, I have…• Doubled the revenue of branch.• Increased our share of client’s investable assets, in some cases by as much as 150% representing new recurring revenue.• Grown new business pipeline by double digit percentages.• Co-conceived, launched and delivered a series of financial seminars for specific demographic groups, generating highly qualified leads and new revenue. -
Managing Director, Institutional Fixed Income SalesDeutsche Bank 2007 - 2012ChicagoHere I sold asset management, fixed income alternative, and regulatory collateral depository products to banks, credit unions, corporations, investment advisors, financial institutions, insurance companies, hedge funds, pensions, family offices and government investors, in a 100% commission role. This involved instilling and distributing relevant research to clients, collaborating with colleagues in innovating new products and capabilities, and strategically positioning them to prospects and clients. I routinely settled trades totaling billions of dollars daily in exempt and non-exempt securities. I made a significant difference over these five years... ● Transitioned 80% of clients from Merrill Lynch to Deutsche, bringing new revenue to the bank. ● Gained approval from Chicago Mercantile Exchange for a $4B depository product, generating millions in profit. ● Gathered in excess of $2B in institutional assets representing up to $3M in annual revenue.● Expanded client relationships and market share by as much as 20%. -
First Vice President, Institutional Fixed Income SalesMerrill Lynch 1999 - 2006ChicagoIn joining Merrill I achieved great success for myself and the firm through designing and executing a highly disciplined sales process targeting corporations, financial institutions, money managers, insurance companies, municipalities and pension plans in a 100% commission role. I sold a range of products including taxable fixed income securities, money market funds, hedge funds and private equity, as well as customized structured solutions. I also cultivated new prospects, collaborated across the organization to leverage existing relationships, and worked with corporate services group targeting decision makers at Fortune 1000 companies.Successes were many as I…● Ranked in the first quintile of production and in top five percent of producers.● Generated up to $3M in revenue annually.● Built book of business from zero to more than $2M within five years.● Exceeded $5B in assets under management.● Sold over $100M in hedge funds and private equity. -
Principal, Aon Securities / Director, Aon Re Services And Capital MarketsAon 1997 - 1999ChicagoThis was a great experience where I was able to expand my knowledge and expertise by providing risk management solutions to corporate customers by evaluating insurance/reinsurance and capital market alternatives across a range of simulated financial outcomes. I partnered with actuaries, catastrophe-modeling specialists, CPAs, tax advisors and securities professionals. Also oversaw licensed registered representatives, served as the Aon Capital Markets specialist and as primary point of contact for Aon cross selling into the Aon Risk Services segment. While working at Aon Capital Markets I gained investment banking experience including risk modeling, structuring securities, execution of transactions and interfacing with capital market investors.Additional achievements included…● Helping develop and deploy new product that generated millions of dollars in profitable revenue.● Establishing compliance manual to facilitate sales by the broker/dealer channel.
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Vice President, Aon AdvisorsAon 1993 - 1997In this role I called on corporations with offshore captives and domestic insurance companies to complete asset/liability analyses and manage fixed income portfolios in accordance with investment guidelines. It included collaborating with the Chief Investment Officer and other key constituents in the development and distribution of the Aon Advisors mutual funds which were in Aon’s 401K plan, as well as variable annuity and life insurance products. ● Brought in a significant amount of mutual fund and institutional assets.● Established new off-shore captive relationships leading to additional annual revenue.
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Wholesaler, Life Of Va Stockbrockerage Marketing Group / Relationship Mgr, Financial Inst'L Svs.Aon 1989 - 1993I was recruited into a rotational leadership program and promoted through multiple roles associated with startup divisions and new capabilities. Ultimately assigned to collaborate with wholesalers and to sell variable annuities and life insurance products to both retail bank and brokerage channels, I worked with colleagues to manage relationships with insurance carriers and mutual fund companies, responsible for the First Chicago Bank account. ● Consistently met or exceeded aggressive revenue targets, increasing sales year over year. ● Supported the successful launch of call center to provide exceptional and personalized client service. ● Developed and implemented sales management strategy of Aon’s third-party annuity program for First Chicago.
Trish Erickson, Cfp® Education Details
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School Of Continuing Studies: Accelerated Cfp Program -
Business And Political Science
Frequently Asked Questions about Trish Erickson, Cfp®
What is Trish Erickson, Cfp®'s role at the current company?
Trish Erickson, Cfp®'s current role is Associate Partner / VP / Managing Director / Institutional Sales / Wealth Management - "High Performance Revenue Production".
What schools did Trish Erickson, Cfp® attend?
Trish Erickson, Cfp® attended Northwestern University, Saint Mary's College.
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