As a dedicated Client Service Associate, Eric brings over a decade of experience in investment services and brokerage operations. Known for his commitment to client success, Eric has worked extensively with high-net-worth clients, advisors, and service teams in fast-paced, high-demand, operational support environments. He brings expertise in the client experience, complex problem resolution, operational efficiency, and team building. Eric is driven by a belief that world-class service is achieved through relationships, teamwork, and performance.
Outside of work, Eric enjoys spending time camping with his two sons, coaching youth wrestling, and playing the violin. A devoted Chicago Bears and St Louis Cardinal fan, he never misses the chance to catch a game.