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Eric Benker, CFP®️, MBA

Eric benker, cfp®️, mba

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location of Eric Benker, CFP®️, MBAManchester, New Hampshire, United States
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  • Timeline

  • About me

    Vice President Financial Consultant

  • Education

    • Isenberg school of management, umass amherst

      1995 - 1999
      Bachelor of science (b.s.) finance, general

    • Isenberg school of management, umass amherst

      -
      Master of business administration - mba

  • Experience

    • Fidelity investments

      Aug 2007 - now

      • Vice President Financial Consultant

        Dec 2023 - now

      • Financial Consultant

        Jun 2021 - Dec 2023

      • Investment Consultant

        Mar 2019 - Jun 2021

      • Relationship Manager

        Feb 2017 - Feb 2019

      • Central Review Team Leader

        Mar 2016 - Jan 2017

      • Regional Account Delegate

        Aug 2014 - Jun 2016

      • Senior High Net Worth Financial Specialist

        Aug 2007 - Aug 2015

  • Licenses & Certifications

    • Cfp

      Certified financial planning board
      Apr 2018

    • Investment advisor representative

      Finra (financial industry regulatory authority)
      Apr 2018

    • Health and life insurance

      State of massachusetts
      Nov 2017

    • Series 7, 63, 65, 9/10

      Finra (financial industry regulatory authority)
      Apr 2018