About Eric
Eric is an Analyst on the Insurance Marketing team at Valmark. He is responsible for partnering with Member Firms on life insurance and long-term care insurance case design, as well as product research and updating our advisors on the latest industry trends. Eric joined Valmark through the internship program in 2018, working with both the financial planning and insurance marketing departments.
Previous Experience
- Insurance Marketing Intern, Valmark Financial Group
- Operations Intern, Sikich, LLC
Education, Designations & Professional Affiliations
- BSBA, Financial Planning, The University of Akron; Graduated Magna Cum Laude
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Chartered Life Underwriter® (CLU®)
- Series 7, 24 and 66 registrations
- Ohio Life, Health and Variable licenses