Eric Sandquist
Director Client Services, Institutional Investments at Mutual of Omaha
- Role
- Director Client Services, Institutional Investments at Mutual of Omaha
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Eric Sandquist
Specialties: Retirement plans, defined contribution product investment platforms, search, selection, monitoring, and evaluation of investment managers, stable value
Experience
Director Client Services, Institutional Investments
Jun 2024 — Present · Omaha, NE, US
Directs and oversees all Institutional Investments policyholder service functions and relationship management for both internal and external clients including client reporting, installation, contract interpretation, new product implementation, IS system enhancements and resolves service issues that support strategic profit objectives. Directs and oversees development of new external relationships and investor opportunities and education supporting both the Institutional Investments team and the enterprise as appropriate.Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Disclosure: Securities offered through Mutual of Omaha Investor Services, Inc, Member FINRA Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.
Education
University of Nebraska at Omaha
MBA, Business Administration and Management, General
2004 — 2007
Creighton University
BSBA, Accounting
1999 — 2003
Skills
- Investments
- Investment Strategies
- Alternative Investments
- Financial Services
- Asset Management
- Fixed Annuities
- Securities
- Asset Allocation
- Mutual Funds
- Retirement
- Strategic Financial Planning
- 401k
- Retirement Planning
- 401(K) Retirement Savings Plans
- Series 63
- Investment Advisory
- Investment Management
- Series 6
- Insurance
- Series 7
- Financial Planners
- Pensions
- Life Insurance
- Portfolio Management
- Wealth Management
- Defined Contribution
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