Eric Norris
Design Consultant at Riverbend Sandler Pools- Claim this Profile
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Bio
Credentials
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Certified Builder Professional
Pool & Hot Tub AllianceOct, 2023- Nov, 2024
Experience
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Riverbend Sandler Pools
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United States
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Construction
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1 - 100 Employee
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Design Consultant
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Nov 2017 - Present
As an award-winning designer (2022 Aqua Magazine Awards of Excellence), I work personally to help people and families turn their backyard vision into reality. The bigger your imagination, the better the project! My goal is to make your neighbors jealous! As an award-winning designer (2022 Aqua Magazine Awards of Excellence), I work personally to help people and families turn their backyard vision into reality. The bigger your imagination, the better the project! My goal is to make your neighbors jealous!
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E*TRADE from Morgan Stanley
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Financial Services
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700 & Above Employee
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Corporate Services Financial Consultant
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Mar 2011 - Nov 2017
Equity compensation specialist and retirement planner dedicated to executives of large stock plan clients of ETRADE's Corporate Services division. Managed client book of over $400 million by working personally with clients to educate them, provide situational understanding and help them achieve retirement. The power of investing is in simplicity, not complexity. Equity compensation specialist and retirement planner dedicated to executives of large stock plan clients of ETRADE's Corporate Services division. Managed client book of over $400 million by working personally with clients to educate them, provide situational understanding and help them achieve retirement. The power of investing is in simplicity, not complexity.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Oct 2009 - Mar 2011
- Focus on holistic client relationships, investment management, estate & charitable planning - Provided wide spectrum of services and advice from retirement planning to insurance planning - Focus on holistic client relationships, investment management, estate & charitable planning - Provided wide spectrum of services and advice from retirement planning to insurance planning
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Financial Advisor
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Jan 2008 - Sep 2009
- Focus on retirement and financial planning, and estate planning - Focus on advisory based investment management, structured products, fixed income, equity and mutual fund investing - Specialized in orphaned client retention - Focus on retirement and financial planning, and estate planning - Focus on advisory based investment management, structured products, fixed income, equity and mutual fund investing - Specialized in orphaned client retention
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AXA Advisors, LLC
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United States
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Financial Services
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700 & Above Employee
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Financial Consultant
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Feb 2003 - Jan 2008
- Worked on Estate and Legacy planning team - Incorporated life, health, disability and long term care planning into overall financial planning - Taught financial planning courses to both experienced and new Financial Consultants - Worked on Estate and Legacy planning team - Incorporated life, health, disability and long term care planning into overall financial planning - Taught financial planning courses to both experienced and new Financial Consultants
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Alcon
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Switzerland
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Medical Equipment Manufacturing
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700 & Above Employee
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Professional Relations Coordinator
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Jun 2001 - Feb 2003
- Managed relationships with high-level international Ophthalmologists and Optometrists through specialized events - Assisted in coordination of tradeshow presence at industry events - Regularly presented Alcon History to audiences of 100+ - Created and coded first internal document database/Intranet for Professional Relations department - Managed relationships with high-level international Ophthalmologists and Optometrists through specialized events - Assisted in coordination of tradeshow presence at industry events - Regularly presented Alcon History to audiences of 100+ - Created and coded first internal document database/Intranet for Professional Relations department
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PwC
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Professional Services
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700 & Above Employee
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National Events Manager - Healthcare
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Mar 1999 - Mar 2001
- Managed Healthcare Services audit division’s national events marketing program - Assisted in creation of collateral for use at national trade show events - Assisted in design of trade show booths - Managed Healthcare Services audit division’s national events marketing program - Assisted in creation of collateral for use at national trade show events - Assisted in design of trade show booths
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Verizon
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Marketing Coordinator - ERS
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May 1998 - Mar 1999
- Overhauled division marketing by managing redesign of collateral, tradeshow program - Chose and managed regional trade show events - Designed division external marketing web site as well as Intranet - Overhauled division marketing by managing redesign of collateral, tradeshow program - Chose and managed regional trade show events - Designed division external marketing web site as well as Intranet
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D Magazine
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United States
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Book and Periodical Publishing
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300 - 400 Employee
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Business Development Director/Production Manager
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Dec 1996 - May 1998
- Analyzed viability, assisted in creation of new publications, many of which are still published today - P&L analysis of proposed publications - Created/designed first magazine online presence, online advertising program - Wrote HTML code for online presence - Pioneered 1st online searchable restaurant database - Managed overall production of magazine on day to day basis as well as production vendor relationships - Analyzed viability, assisted in creation of new publications, many of which are still published today - P&L analysis of proposed publications - Created/designed first magazine online presence, online advertising program - Wrote HTML code for online presence - Pioneered 1st online searchable restaurant database - Managed overall production of magazine on day to day basis as well as production vendor relationships
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Education
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1993 - 1996
University of Kansas
Bachelor of Science (B.S.) -
2014 - 2014
College for Financial Planning
Chartered Retirement Planning Counselor -
1992 - 1993
Texas A&M University
Pre-Business
Community
