267.342.2792 | firstname.lastname@example.org
Eric has been with CUNA Mutual Group since 2012. He received his bachelor’s degree in finance from St. Joseph’s University in Philadelphia and his MBA in finance and global business management from Rutgers University in New Jersey. Eric became a Certified Investment Management Analyst (CIMA®) at The Wharton School in Pennsylvania.
Before joining CUNA Mutual Group, Eric wholesaled for BlackRock, and was a Regional Consultant for Merrill Lynch Investment Management. Based in Yardley, Pennsylvania, he strives to create true business partnerships with the advisors he serves and bases each relationship on the advisor’s individual needs. Eric’s biggest passion is helping others, and this is evident in both his personal and professional lives.
203.733.0196 | email@example.com
Scott has been with CUNA Mutual Group since 2015. He is FINRA registered and holds Life and Health Insurance and Variable Annuities licenses.
Scott studied science in college, but he has had 15 years of experience in the industry, including more than a decade of wholesaling. He previously worked for Prudential Annuities. A dedicated family man, Scott is also passionate about his community.
Scott is committed to helping advisors by first understanding each advisor’s unique investment approach and relationship style. He strives to offer value and assistance in all aspects of practice.