Eric Maiuri

About Eric Maiuri

With over 20 years of experience in the wealth management industry, I have worked as an Executive Director and Senior Market Manager at Morgan Stanley, one of the world\'s leading financial services firms, and as an SVP Wealth Management Banker Merrill Lynch/Bank of America. I hold the Series 7, 24, and 63 licenses issued by FINRA, which demonstrate my proficiency and compliance in the securities industry.My core competencies include sales management, lending, cash management, client relationships, marketing strategies, and operational strategy development and implementation across multiple business lines. I have a proven track record of success in building and leading teams and client relationships through periods of significant growth. My mission is to provide strategic direction and guidance to the wealth management advisors and managers in my region, and to deliver exceptional value and service to our clients. I am passionate about empowering and developing my team, and fostering a culture of excellence, collaboration, and innovation.

Experience

1. Regional Sales Manager

   TD

   Mar 2026 — Present

Education

• Framingham State University

  Bachelor of Science, Business Administration

  1997 — 2001

Skills

• Financial Services
• Consumer Lending
• Series 7
• Strategic Financial Planning
• Uniform Combined State Law
• Credit Analysis
• Commercial Lending
• Retirement Planning
• Wealth Management
• Series 6
• Investment Advisory
• Mortgage Lending
• Securities
• Series 63
• Portfolio Management
• Loans
• Banking
• Mutual Funds
• Commercial Banking
• Wealth Management Services
• Private Banking
• Credit
• Relationship Management
• Investments