Eric Fettig

CEPA® | Business Consultant | FP Transitions

Role
Business Consultant at Fp Transitions
Location
Portland, OR, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Eric Fettig

As a Business Consultant, I lead the onboarding, planning, assessing, and retaining of FP…

Experience

  1. Business Consultant

    Fp Transitions

    Apr 2021 — Present · Lake Oswego, OR, US

    FP Transitions is the nation\'s preeminent consulting firm dedicated to wealth managers and independent financial advisors. We guide over firms annually through M&A, business valuations, equity solutions, and ‘value growth’ consulting. Through our proprietary Equity Management Solutions® program, we offer the industry’s most thorough benchmarking data spanning more than certified valuations, backed by a team of nearly 60 professionals.

Education

  • Oregon State University

    Bachelor of Science

    2009 — 2013

Skills

  • Event Planning
  • Fundraising
  • Social Networking
  • Learning Quickly
  • Management Experience
  • Teamwork
  • Team Leadership
  • Finance
  • Personal Discipline
  • Initiative
  • Social Media
  • Microsoft Excel
  • Customer Service
  • Public Speaking
  • Critical Thinking
  • Entrepreneurship
  • Interpersonal Skill
  • Leadership
  • Management

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Eric Fettig — Business Consultant at Fp Transitions in Portland, OR, US | Unifers