Jon Eckhard

Director of Sales at InvestX Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Boulder, US

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Experience

  • InvestX Capital
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Director of Sales
      • Jun 2020 - Present

      Boulder, Colorado, United States Head of Sales for InvestX.

  • Next Level Wholesaling
    • Founder, Consultant, Coach
      • Dec 2019 - May 2020

      Boulder, Colorado, United States Consultant/ coach to asset management firms and wholesalers.

  • Invesco US
    • United States
    • Investment Management
    • 700 & Above Employee
    • Divisional Sales Director- West
      • Jun 2018 - Jun 2019

      • Managed, coached, trained, and developed, 9 Regional Vice Presidents in Wirehouse Channel. 12 states, $3 billion in total sales. • Trained RVPs in core competencies/ budget analysis, to improve net profitability. • Coached RVPs including regular communication, conference calls, and travel in territory, to improve soft selling skills, and consistent messaging. • Leveraged technology/ data to develop effective client segmentation, monitor sales opportunity and maximize market… Show more • Managed, coached, trained, and developed, 9 Regional Vice Presidents in Wirehouse Channel. 12 states, $3 billion in total sales. • Trained RVPs in core competencies/ budget analysis, to improve net profitability. • Coached RVPs including regular communication, conference calls, and travel in territory, to improve soft selling skills, and consistent messaging. • Leveraged technology/ data to develop effective client segmentation, monitor sales opportunity and maximize market share. • COI engagement/ leverage, leading to increase sales. • Territory analysis/ development with RVPs to increase territory efficiencies/ sales.

    • Divisonal Sales Director- Central
      • May 2010 - May 2018

      • Led all 3 divisions in rolling market share every year from 2012-1018. • Despite having the smallest Market Metrics opportunity, led all 3 divisions in total sales every year from 2012-2018. • Led all 3 divisions in Focus Fund sales every year from 2012-2018.

    • Regional Vice President- Colorado
      • Apr 1999 - Apr 2010

      • 2009 #1 Wholesaler, Wire Channel/ VICTOR Award Winner (peer voted award that stands for Versatility, Integrity, Consistency, Tenacity, Organization, Respect) • 2008 #1 Wholesaler, Wire Channel/ VICTOR Award Winner • 2007 #1 Wholesaler, Wire Channel/ VICTOR Award Winner • 2006 Top Gun (#1 wholesaler in entire firm/ all channels) VICTOR Award Winner

Education

  • University of Delaware
    Bachelor of Business Administration - BBA, Finance and Financial Management Services

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