Eric W.

Coaching | Training & Development | Business Transformation

United States of America

Driven learning professional with management experience to champion change within evolving environments. 4 key business areas are increasingly becoming complex in financial services: onboarding, reten...see more

  • Professional Services
  • Staffing & Recruitment


  • Pre-vetted expert
  • Confirmed hourly rate
  • Available on short notice


VP of Corporate Partnerships

3 years
Current position
Dec 2019 - Present
CeriFi is a diversified education, training and certification provider serving professionals across the financial services market. To-date, CeriFi has made four acquisitions, including ...see more

Enterprise Sales

8 months
Apr 2019 - Dec 2019
BetterUp helps organizations drive transformation through lasting behavior change for all your key people. Trusted by F500 companies across all sectors, BetterUp helps organizations go ...see more

National Account Director

Kaplan Professional
5 years
Oct 2014 - Apr 2019
Providing Financial Services clients insight and solutions for people challenges, industry changes, backed by data science and cutting edge thinking. Kaplan's next-gen technology can c...see more

Senior Manager - Corporate and Client Relation Teams

Kaplan Professional
1 year
Sep 2013 - Dec 2014
My teams help training directors and managers whom are challenged on a daily basis with implementing cost-effective, results-driven training programs intended to get Registered Represen...see more

Manager - Corporate Relations

Kaplan Professional
2 years
May 2011 - Sep 2013
- Manage sales staff of 13 CFP account managers - Ensure fulfillment of clients' educational and business goals - Lead and support development of new client relationships

Senior Account Manager

Kaplan Professional
11 months
Jun 2010 - May 2011
- Generate and develop relationships with financial branch managers - Place cold calls to generate business and future leads - Hold monthly webinars on product features and superiority ...see more

Sales Specialist

Kaplan Professional
1 year
Feb 2009 - Jun 2010
- Made cold calls for securities leads - Closed tactics and upgraded to higher premium packages - Exceeded all expectations in pilot role - Promoted to Senior Account Manager in June 20...see more

Financial Representative

Northwestern Mutual
2 years
May 2007 - May 2009
- Place cold calls and set appointments with prospective clients - Utilize financial team to demonstrate and present financial plan to clients - Close sales and continuously support cli...see more

Industries, roles and expertise

Industry experience

  • Professional Services
  • Staffing & Recruitment


  • Business Coaching
  • Business Transformation
  • Professional Training