Eric Banner

Eric Banner has a diverse and extensive work experience in the finance industry. Eric currently serves as the Senior Vice President, Enterprise Wealth Sales at UPTIQ, where they connect wealth advisors and their clients to financial services products. Prior to that, they worked as a WorkPlace Investment Advisor at Fidelity Investments, providing holistic planning to investors and their families to achieve their financial goals.

Eric also has experience as the Founder and Strategic Business Consultant at Banner Consulting Services, where they successfully established and launched a strategic business consulting firm. Eric has also held positions such as Director of Western Sales, Institutional Investments at FTSE Russell, Director of Sales and Business Development at The Advisory Group of San Francisco, LLC, and Director, Western Institutional Investment Sales at J.P. Morgan.

Additionally, Eric has served as the Vice President of Sales and Client Management at Pershing LLC, a Bank of New York Mellon Co, where they achieved exceptional client relationships and exceeded growth goals. Eric also worked as a Senior Business Development Officer RIA Wealth at Charles Schwab, Vice President Institutional Investment Sales, DC & DB at Wells Fargo, and Vice President Defined Contribution Sales at Fidelity Investments.

Throughout their career, Eric has consistently achieved top sales performance and received various recognition and awards for their contributions to the financial services industry.

Eric Banner has a Bachelor of Arts degree with a concentration in Finance from the University of Massachusetts Amherst. Eric also attended Boston University, where they completed the Boston University Questrom School of Business and studied Business Administration and Management, General.

In addition to their formal education, Eric has obtained several certifications. Eric received Consultative Sales training from both Miller Heiman Group and Richardson, and achieved the Strategic Selling certification from Miller Heiman Group. Eric is also certified in Series 6, Series 7, Finra 65, and Series 63 through FINRA. Eric obtained the Series 9/10 certification from FINRA as well. Additionally, Eric obtained a certification in Conceptual Selling from Miller Heiman Group.