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Eric Ravenscroft

Accomplished Professional with Extensive Expertise in Sales, Business Development and Coaching
Chandler, AZ

About

Over a decade of experience in building successful businesses from his time in the Wealth Management industry. Consistently recognized through corporate awards for achieving top-performer status as well as the ability to build, mentor, and manage top-performing teams. Brings sports industry expertise from his time with 2K Sports.

Experience


Director

Jun 2018 - Dec 2019
Founded and directed National Client Services department providing service and wealth management solutions. Led and transitioned sales efforts to provide premier wealth management solutions for evolving client needs among $8.5B in assets. ▪ Grew assets by 400% under management in the first six months, significantly increasing corporate profits.

Branch Manager

Oct 2016 - Mar 2018
Successfully introduced development program/branch coaching plan. Led branch associates to grow business opportunities. ▪ Achieved 4 consecutive Best of the West awards for accomplishing the top performing branch in West division. ▪ Ranked #2 nationally for Investment Consultant team. Focused on team performance management/coaching.

Investment Consultant

Jan 2011 - Oct 2016
Engaged existing or prospective clients in needs-based dialogue to determine goals, discover unstated needs, and guide them toward Scottrade products/services; focused on building lasting client relationships. Implemented branch process optimization. ▪ Recognized twice via Top 100 Investment Consultant award which recognizes the top 5%

Education


Sociology - Bachelors
Jun 2008 - Dec 2010

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