Erich Fischer

Director of Client Services & Analytics at The Tranel Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Client Services & Analytics
      • Oct 2023 - Present

    • Associate Financial Advisor
      • May 2018 - Oct 2023

      Libertyville, IL Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services… Show more Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC © 1979-2010 Money Concepts International Inc. see less The Tranel Financial Group LLC is an independent firm not affiliated with Money Concepts Capital Corp.

    • Busser/Kitchen Prep
      • May 2016 - Oct 2017

      Twin Lakes, WI • Maintain a proficient environment to ensure the maximization of satisfied customers. • Assist all servers, bartenders, and managers to ensure the restaurant maintains proficient operations.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Taste of Life Intern
      • Jun 2017 - Aug 2017

      Libertyville, IL

    • Restaurants
    • 1 - 100 Employee
    • Delivery Driver
      • Jun 2014 - May 2017

      Lake Geneva, WI • Chose optimal routes consistent with delivery expectations, efficiency, and traffic knowledge in mind.

    • Intramural Scorekeeper
      • Sep 2014 - Mar 2016

      La Crosse, Wisconsin Kept score of a variety of college intramural competitions, including flag football, soccer, basketball, and softball.

    • Busser/Food Runner
      • Dec 2013 - Aug 2015

      Lake Geneva, WI • Responsible for supervising, leading, and training six other bussers to keep team workflow at an efficient level • Efficiently cleaned and organized tables as needed, while rapidly multitasking and managing other needs of the servers in a time effective manner.

Education

  • University of Wisconsin-Whitewater
    Bachelor of Business Administration (BBA), Finance, General
    2016 - 2018
  • University of Wisconsin-La Crosse
    Accounting and Finance, Cumulative GPA 3.7/4.0
    2014 - 2016

Community

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