Eric Barber
Chanhassen
Summary
Accomplished leader in investment operations, recognized for cultivating strong client relationships and leading cross-functional teams. Expertise in strategic decision-making and investment trading, dedicated to achieving organizational goals and enhancing client retention.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Director of Investment Operations and Services
Northwestern Mutual - Michael M Erpelding
Golden Valley, MN
08.2009 - 05.2026
- Led strategic planning initiatives to enhance client engagement and retention.
- Enhanced team collaboration through regular communication and goal setting.
- Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
- Oversaw performance management processes, ensuring alignment with organizational goals.
- Directed cross-functional teams to deliver innovative financial solutions for clients.
- Communicated regularly with clients to ensure satisfaction and retention.
- Managed the trading process for client accounts with regular reviews and holding updates.
Associate Wealth Management Advisor
Northwestern Mutual - Katherine Forrester Wirth and Terry McTigue
Minnetonka, MN
05.2005 - 06.2009
- Developed personalized financial plans to align with clients' long-term wealth objectives.
- Facilitated portfolio reviews, ensuring alignment with market trends and client goals.
- Cultivated strong client relationships through regular communication and tailored advice.
- Analyzed investment opportunities, providing strategic recommendations to enhance client portfolios.
- Regularly traded client accounts to align with their goals and needs.
Investment Banker
US Bank
Minnetonka, MN
08.2004 - 02.2005
- Developed strategic investment recommendations based on market analysis and client objectives.
- Managed client relationships, ensuring alignment with financial goals and investment strategies.
- Conducted due diligence on potential investment opportunities, assessing risk and return profiles.
- Assisted clients with checking needs and annuity sales.
Education
Bachelor of Science - Computer Information Systems Management
Colorado Christian University
Colorado Springs12-2002
Skills
- Relationship building
- Strategic planning
- Verbal and written communication
- Decision-making
- Investment trading
- Computer proficiency
Certification
- CFP - Certified Financial Planner
- Series 7 license
- Series 66 license
Timeline
Director of Investment Operations and Services
Northwestern Mutual - Michael M Erpelding
08.2009 - 05.2026
Associate Wealth Management Advisor
Northwestern Mutual - Katherine Forrester Wirth and Terry McTigue
05.2005 - 06.2009
Investment Banker
US Bank
08.2004 - 02.2005
Bachelor of Science - Computer Information Systems Management
Colorado Christian University