Erick Gustafson

Financial Professional @Virtual Financial

Palm Beach, FL, US
MOBILE NUMBERS
+18•••••••81

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WORK HISTORY

Aug 2018 — Present

Financial Professional @Virtual Financial

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Palm Beach, FL, US

Working in a totally virtual environment allows me to be anywhere and respond more quickly. I can react to client requests and share the responses via email or on the phone. I have access to 200+ companies with a huge variety of products that will satisfy the needs of my clients. The fundamental goal is still to understand the dreams/goals of the client and provide them relevant options that allow them to make an informed decision.

SKILLS

Salesforce.comBusiness AnalysisMergersSellingExecutive ManagementBusiness PlanningFinanceRisk ManagementProcess ImprovementAnalyticsDatabasesData QualitySalesIntegrationStrategyMergers & AcquisitionsTrainingVendor ManagementBusiness Intelligence

ABOUT ERICK GUSTAFSON

Former Dun & Bradstreet executive now living and working where I want. No set hours, no…

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