Eric T Bottolfsen

Phoenix, AZ

Financial Services

Massmutual Financial Group Jan 2016 - Sep 2017
Regional Director, Sales, Disability and Long Term Care Insurance
Massmutual Greater Phoenix Jan 2016 - Sep 2017
Vice President of Brokerage Sales
Massmutual Financial Group Nov 2013 - Jan 2016
Regional Wholesaler
Wilmington Trust May 2013 - Oct 2013
Transition Manager
Bank of America Feb 2012 - May 2013
Sales Manager

The College of St. Scholastica 2012
Master of Business Administration, Masters The College of St. Scholastica 2009 - 2011
Master of Business Administration, Masters, Master of Arts, Management, Finance University of Wisconsin - Superior 2004 - 2008
The American College
Superior High School
Superior Senior High School

Financial Services
Leadership
Finance
Sales
Relationship Management
Insurance
Banking
Investments
Retirement Planning
Disability Insurance
Sales Management
Risk Management
Business Development
Mutual Funds
Fixed Annuities
Organizational Development
Small Business
Building Relationships
Wealth Management
Retirement
Entrepreneurship
People Leadership
Loans
Sales Presentations
New Business Development
Business Strategy
Pre Sales
Change Management
Credit
Crm
Long Term Care Insurance
Salesforce.com
Strategic Financial Planning
Sales Process
Consultative Style
Territory Development
Salesforce Training
Corporate Finance
Managerial Finance
401K Plans
Variable Annuities
Prospecting Skills
Trusts
Asset Management
Retail Banking
Wholesale
Leap
Fusion Training
The Sequoia System
Wholesale Insurance

Being Out of My "Comfort Zone
Social Services
Professional Development and Growth
Children
Entrepreneurship
Economic Empowerment
Civil Rights and Social Action
Being Out of My \"Comfort Zone
Education
Investment Opportunities
Leadership Seminars
Human Rights
Volunteer Opportunities
Sales Training

Chartered Life Underwriter (Clu) Designation (In Process)

Bank of America

Feb 2012 to Present
Assistant Banking Center Manager
Wells Fargo Bank

Sep 2010 to Feb 2012
Sales and Service Manager
Wells Fargo Bank

Feb 2010 to Sep 2010
Business and Personal Relationship Manager
Hartford Financial Group

Sep 2008 to Feb 2010
Annuity Service Specialist, Trade Desk, Team Lead
Direct Merchants Bank

Oct 2002 to Dec 2005
Client Hardship Services - Team Lead

College of St. Scholastica
Saint Paul, MN
2012
Masters of Business Administration in Organizational Development and Business Leadership
College of St. Scholastica
Saint Paul, MN
2012
Master of Arts in Management
University of Wisconsin
2008
Bachelor of Science in Business Administration-Finance