Eric Funk
VP, Managing Director at Fidelity Investments
- Role
- Vice President, Managing Director at Fidelity Investments
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Eric Funk
In the Mountain West Territory, work with companies and advisors on plans that range from…
Experience
Vice President, Managing Director
Oct 2021 — Present
Education
Roger Williams University
B.A., International Business / Finance
2001 — 2003
Weber State University
A.S., Technical Sales/Botany
1996 — 1998
The University of Dallas
MBA / CFP, Finance
2006 — 2009
University of Utah
Architecture
1996 — 1998
Skills
- Series 63
- Retirement
- Wealth Management
- Series 7
- Employee Benefits
- Asset Allocation
- Mutual Funds
- 401k
- Financial Advisory
- Investments
- Retirement Planning
- Financial Services
- Sales
- Finance
- Retirement Services
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