Eric Kronoveter
Regional Fixed Income Specialist
Denver,CO
Summary
Motivated individual brings a strong background of banking and finance while enjoying a dynamic career in financial services. Excels in cultivating high net worth relationships and identifying customer needs. Strong communication and interpersonal skills provide for superior client interactions.
Overview
26
26
years of professional experience
5
5
years of post-secondary education
Work History
Regional Bond Specialist
Charles Schwab
04.2008 - Current
- Provided fixed income solutions and investment guidance to high net worth Schwab clients.
- Explored, established, and enhanced new and existing relationships within and across partner groups.
- Directly contributed to driving Net Asset Flow (NAF) of $1.2 Billion between 2015 and 2023.
- Directly contributed to driving Net Solutions Flow (NSF) of $468 Million between 2015 and 2023.
- Engaged in proactive engagement with branch partners to deepen client relationships.
- Assisted with client retention efforts on regular basis.
- Visited with and consulted branch partners and clients on frequent basis.
- Exhibited strong risk management practices to protect both client and firm assets.
Assistant Vice President High Net Worth Banking
Merrill Lynch & Co
09.2002 - 04.2008
- Provided lending solutions for PBIG (Private Bank Investment Group) clients.
- Partnered with external sales specialist.
- Established and implemented new projects to facilitate growth in Pledged Asset Line (PAL) and Loan Management Accounts (LMA)
- Coordinated meetings with clients, Private Banking Advisors and mortgage originators.
- Educated PWA and CA population on products and services offered.
- Regularly exceeded monthly and annual sales goals by10-20%.
Compliance Specialist
Merrill Lynch
08.2000 - 08.2002
- Worked closely with Margin / Options specialists to reduce firm risk and ensure firm and industry regulations.
- Contacted 15 to 20 clients daily to negotiate compliance efforts and ensure legal standard .
- Calculated and liquidated equity and mutual fund positions to meet Reg T and Maintenance calls.
- Led training initiatives for new hire representatives.
Margin Options Specialist
Merrill Lynch & Co
08.1998 - 07.2000
- Calculated and reviewed 50 to 75 margin and options requirements per day.
- Review trades to verify customers were within their margin parameters.
- Worked with compliance, operations and IT to enforce and implement new margin rules and regulations.
- Assisted with new hire training and job aid initiatives.
- Authored subject matter expert job manual.
Education
Bachelor of Science - Communication
University of Wyoming
Laramie, WY 09.1993 - 05.1998
Skills
Bloomberg Terminal
FacstSet
Micrsoft Office
Thomson ONE
Salesforce
Accomplishments
- FINRA Series 7 & 63 Licensed
- 2006 Merrill Lynch Elite Banking Award Recipient
- 2003 Merrill Lynch Special Achievement Award Recipient
- 2002 Merrill Lynch Six Sigma Black Belt Recipient
Timeline
Regional Bond Specialist
Charles Schwab
04.2008 - Current
Assistant Vice President High Net Worth Banking
Merrill Lynch & Co
09.2002 - 04.2008
Compliance Specialist
Merrill Lynch
08.2000 - 08.2002
Margin Options Specialist
Merrill Lynch & Co
08.1998 - 07.2000
Bachelor of Science - Communication
University of Wyoming
09.1993 - 05.1998