Eric Kristenson

Eric Kristenson has a diverse and extensive work experience in the financial industry. Eric is currently employed at Cohen & Steers as a Vice President, DCIO Specialist since May 2022. Prior to this, they worked at Commonwealth Financial Network as a Financial Advisor from August 2019 to May 2022.

Eric's previous role was at OppenheimerFunds where they served as a Vice President, DCIO, Senior Retirement Consultant for over 13 years, from August 2006 to July 2019. During their time there, they were responsible for sales of Oppenheimer products in the Retirement Plans marketplace and successfully contributed to growing sales from $252 million to $645 million. Eric was also recognized twice as Retirement Consultant of the year.

Before their tenure at OppenheimerFunds, Eric worked at Principal Financial Group as a Director of Sales from September 2001 to August 2006. In this role, they marketed and sold Principal's retirement plans, including 401(K), Profit Sharing, Defined Benefit, and 403(B) plans, achieving significant sales growth from $10 million to $75 million.

Eric's career began at Fidelity Investments as a Retirement Inside Wholesaler from September 1999 to September 2001. Eric'sresponsibilities included supporting Fidelity Retirement Specialists, and they played a key role in growing the territory from $30 million to $165 million.

Throughout their career, Eric Kristenson has demonstrated a strong track record of sales success and expertise in the retirement plans market.

Eric Kristenson, AIF®, CRPS®, CPFA®, attended the University of Massachusetts Lowell. Eric has obtained certifications such as AIF from Fi360 in 2010 and Chartered Retirement Specialist from the International College Of Financial Planning in 2008. Additionally, they hold Finra series 6, 63, 66, and 7 certifications from FINRA.