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Eric PALPACUER

PORTLAND

En résumé

- Interest in business development and relationship management for domestic & International.
- Willing to travel up to 100% of the time or relocate to meet with clients and prospects
- Fluent as a native speaker in French and English

Mes compétences :
Solution Selling® Certification
Series 65: Uniform Investment Adviser Law Exam
Series 6: Investment Company Products
Series 7:General Securities Representative
Series 63: Uniform Securities Agent State Law

Entreprises

  • Fisher Investments - Relationship Manager - Financial Advisor

    2014 - maintenant Responsible for sales & developing relationships within our Private Client Group.

    • Developed a book of business averaging 170 clients and $200 million plus AUM using a fee based model.
    • Act as a trusted consultant by guiding clients through different market environments and enabling them to stay disciplined to their goals and objectives.
    • Generated new business seeking adds and referrals through prospects and existing client base. Added seven million YTD in the book of business.

  • The Vanguard Group - Financial Wholesaler - Registered Investment Advisor Market (RIA)

    2010 - 2014 Responsible for sales & developing relationships with Registered Investment Advisors in the Mid-Atlantic territory through continual individual meetings, seminars, presentations and attendance at client & industry events.

    • Develop and broaden relationships with advisors through understanding the philosophy of advisor/firm; acting as a trusted consultant by using market expertise & product knowledge to match needs with Vanguard’s products and services
    • Establish and expand Vanguard ETF investment exposure in advisor practices
    • Disseminate knowledge pertaining to fee-based business and transitioning transactional business through one-on-one meetings and presentations
    • Develop & implement long-term relationship growth strategies for key territory prospects

    Jointly responsible for developing financial advisor territory targeting 247 Registered Investment Advisors (RIA) in PA, NJ, DE, MD and WV managing ~$187B; confirmed $200M+ in ETF and mutual fund sales in 2013 (not including portfolio placement wins)

    Increased RIA client base by over 25% in 2013 by establishing consultative relationships and providing guidance on structuring and implementing equity and fixed income portfolio strategies utilizing active and index mutual funds and ETFs

  • The Vanguard Group - High Net-worth Investment Consultant

    2008 - 2010 Showed a consistent track record of asset acquisition, attracting over $250 million since taking the role - exceeded expectations by 50 percent. Responsible for providing individual tax optimizations, tailored investment strategies and solutions, and establishing long-term relationships with high net-worth individuals and corporate clients.

    Acted as a mentor for new and tenured employees, including training for sales techniques, needs analysis, and active listening; established pilot program for employee efficiency and process improvement in August, 2009 - the program has now been deployed to over 500 employees in the organization.

    Responsible for addressing immediate client needs, while providing selective investment analysis and advice. Gained experience in portfolio construction and asset allocation based on risk tolerance, time horizon and clients goals. During the 2008 market turbulence, re-established client confidence while attracting and consolidating new assets - 80 percent of clients transferred additional assets

Formations

  • University Of North Carolina (Chapel Hill)

    Chapel Hill 2007 - 2008

  • Université Nice Sophia Antipolis

    Nice 2004 - 2007 Licence (Bachelor) in Economics and Management, Concentration in Finance

Réseau

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