Eric Banner

Eric Banner has a strong background in the financial industry with over 35 years of experience. Eric currently serves as the Senior Vice President of Enterprise Wealth Sales at UPTIQ, where they help advisors grow client wealth and increase referrals. Prior to this role, Eric worked as a WorkPlace Investment Advisor at Fidelity Investments, where they provided holistic planning to investors and exceeded all sales and client metrics.

Before joining Fidelity, Eric founded Banner Consulting Services, a strategic business consulting firm. As the Founder and Strategic Business Consultant, they helped startup and established business owners identify and execute sales initiatives, resulting in increased revenue across client base and the profitable sale of a mid-sized firm.

Eric has also held senior positions at FTSE Russell, The Advisory Group of San Francisco, LLC, J.P. Morgan, Pershing LLC (a Bank of New York Mellon Co), Charles Schwab, and Wells Fargo. In these roles, they developed and implemented sales strategies, achieved goal-exceeding asset attainment, and fostered client relationships.

Throughout their career, Eric has been recognized for their exceptional sales performance, receiving numerous awards and accolades. Eric is known for their ability to cultivate meaningful relationships and deliver trusted financial services to clients.

Eric Banner has a Bachelor of Arts degree in Economics with a concentration in Finance from the University of Massachusetts Amherst. Eric also attended Boston University's Questrom School of Business, where they studied Business Administration and Management. In terms of certifications, they have completed training in Consultative Sales from Miller Heiman Group and Richardson, as well as Strategic Selling from Miller Heiman Group. Eric has obtained various FINRA certifications, including Series 6, Series 7, Finra 65, and Series 63. In addition, they completed the Series 9/10 certification. Eric also received a certification in Conceptual Selling from Miller Heiman Group, but specific details regarding the obtained month and year are not available.