Eric Peters

Senior Sales Account Executive at Practifi

Eric Peters has extensive experience in sales and business development. Eric has been in the industry since 1985 and has held numerous roles in various companies. In 2021, they began working as a Senior Sales Account Executive at Practifi and a Director of Business Dev. / Sr. Sales Executive, Financial Supermarket Division, (formerly Tegra118) at InvestCloud, Inc. From 2019 to 2021, they were a Director of Business Development / Senior Sales Executive at Tegra118 (Formerly Fiserv Investment Services), where they were responsible for new business development. From 2008 to 2021, they were a Client Development Specialist and Sales Director at PriceMetrix - Part of McKinsey & Company. From 1999 to 2005, they were a member at Charlotte Angel Partners and a VP Sales, Relationship Mgr, Registered Rep at SunGard. From 2002 to 2003, they were a member at Tech Coast Angels and a Vice President Sales, Wealth Management at Fidelity National Financial. Lastly, from 1998 to 2005, they were an Executive Vice President Sales & Marketing and Co-Owner at Plaid Brothers Software.

Eric Peters obtained a Bachelor of Science in Mathematics from the University of Massachusetts Amherst. In 2008, they obtained a Series 7 and Series 63 Securities license from the Securities Training Corporation. Eric also studied Mathematics at the University of Hawaii at Manoa. Additionally, Eric Peters obtained a High Impact Presentations certification from Dale Carnegie Training in April 2013, a Private Aircraft Pilot certification from the Federal Aviation Administration in November 1985, and a Dale Carnegie Course certification from Dale Carnegie Training.

Links

Previous companies

InvestCloud logo
Tegra118 logo
Fidelity National Financial logo

Timeline

  • Senior Sales Account Executive

    May, 2021 - present