Eric Krieger
EVP | Divisional Investment Consultant at Cambria Investment Management- Claim this Profile
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Bio
Credentials
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SIE - Securities Industry Essentials Exanination
FINRA (Financial Industry Regulatory Authority)Oct, 2018- Nov, 2024 -
Series 63
FINRA (Financial Industry Regulatory Authority)Apr, 2018- Nov, 2024 -
Series 7
FINRA (Financial Industry Regulatory Authority)Mar, 2018- Nov, 2024
Experience
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Cambria Investment Management
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United States
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Investment Management
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1 - 100 Employee
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EVP | Divisional Investment Consultant
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Aug 2023 - Present
o Develop partnerships with Financial Advisors across the Wirehouse, Independent, and RIA Channelso Share timely ideas on technology, client retention, and acquisition strategies for Advisors' practices o Provide value in every interaction with the goal of helping Advisors optimize their business
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Divisional Investment Consultant
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Jan 2023 - Aug 2023
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Investment Consultant
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May 2021 - Aug 2023
o Oversaw the Western & Central Divisions while partnered with two External Consultantso Assisted in increasing firm ETF assets under management from less than $800M to $2B
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Calamos Investments
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United States
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Financial Services
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200 - 300 Employee
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Investment Consultant
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Jan 2019 - May 2021
o Achieved #1 in territory sales (out of 20) for the CPZ Closed-End Fund IPOo Improvement of 14.4% for the territory in year-over-year Open-End Mutual Fund inflows
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Senior Regional Support Associate
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Jan 2018 - Jan 2019
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Enterprise
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United States
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Travel Arrangements
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700 & Above Employee
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Assistant Manager
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Apr 2017 - Dec 2017
o Mentored and promoted 6 team members to leadership roleso Qualified for the Outstanding Sales Performance Group (Top 4%) 7 out of 9 months
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Management Trainee
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Aug 2016 - Apr 2017
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Education
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Colorado State University
B.S. Business Administration, Concentrations: Finance & Management
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