Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst

ERIC JOPP

Barrington,IL

Summary

Financial professional with a strong foundation in client service, investment concepts and regulatory standards. Former Series 7, 66, and insurance-licensed advisor with direct experience managing client portfolios, explaining products, and guiding individuals through complex financial processes. Blends analytical thinking with calm, disciplined communication built from years of emergency-response work and business ownership. Proven ability to support clients, simplify information, and build trust, ready to re-enter the industry, complete re-licensing, and deliver strong service for a firm focused on integrity and long-term relationships.

Overview

25
25
years of professional experience

Work History

Owner

Tools in Action
05.2005 - Current

Built a national brand with millions of monthly viewers while managing operations, customer relations, contracts, and strategic growth.

  • Managed constant client and partner communication, resolving issues, explaining processes, and maintaining long-term relationships.
  • Reviewed data and performance metrics, produced analytical reports, and communicated findings clearly.
  • Handled all compliance, documentation, vendor negotiations, and risk-based decisions.
  • Operated under tight deadlines with accuracy, consistency, and strong follow-through.

Firefighter / EMT

Barrington Fire Department
04.2005 - 06.2019

13 years of structured, disciplined service requiring professionalism, calm communication, and precise information gathering.

  • Interacted with the public constantly in high-stress situations, providing clear guidance and reassurance.
  • Problem-solved quickly, often with limited information, while maintaining composure and accountability.

PPC Specialist

JumpFly
01.2014 - 06.2015

Managed 80+ client advertising accounts requiring analytical review and performance reporting.

  • Reviewed patterns, data trends, and client objectives, providing concise recommendations.
  • Communicated complex information in easy-to-understand terms.
  • Maintained detailed documentation and strict process discipline.

Business Manager

Legacy Academy
07.2009 - 08.2011

Handled all financial, operational, and compliance matters for a $4M organization.

  • Managed HR, payroll, audits, and internal controls.
  • Supported employees and leadership with clear communication and problem-solving.
  • Ensured policies and documentation met regulatory and organizational standards.

Financial Consultant

RBC Dain Rauscher
06.2000 - 07.2009

Built a client book from $0 to $150M AUM through disciplined planning and relationship building.

  • Held Series 7, Series 66, and insurance licenses; fully compliant with FINRA and state regulations.
  • Educated clients on investment products, risk tolerance, retirement planning, and portfolio structure.
  • Supported clients through market shifts with patience, clarity, and steady guidance.
  • Documented all interactions, recommendations, and compliance requirements accurately.

Education

Bachelor of Science - Finance

DePaul University
Chicago, IL
01.2000

Skills

Client Relationship Management

Timeline

PPC Specialist

JumpFly
01.2014 - 06.2015

Business Manager

Legacy Academy
07.2009 - 08.2011

Owner

Tools in Action
05.2005 - Current

Firefighter / EMT

Barrington Fire Department
04.2005 - 06.2019

Financial Consultant

RBC Dain Rauscher
06.2000 - 07.2009

Bachelor of Science - Finance

DePaul University
ERIC JOPP