Eric D. Crum
American Century Investments/Avantis Investors
Cleveland,OH
25
years of professional experience
Results-oriented External Wholesaler with 25 years of experience covering Independent, RIA, Bank, and Wirehouse/Regional Firms. Skilled in selling ETFs, mutual funds, SMAs, alternative investments, variable/fixed annuities, and 529 college savings plans. Established profitable advisor relationships and implemented product marketing campaigns while effectively cross-selling investment solutions.
Work History
External Wholesaler (Regional Vice President)
2 Years 7 Months- Currently covering all channels: Independent, Wirehouse, RIA, Bank to drive ETF, Mutual Fund, and SMA sales growth in Northern OH, Western PA, WV
- Ranked 37 out of 40 territories upon starting in April 2024, achieved $307M in sales
- 2025: Increased sales to $892M, ranked 5th overall in entire firm
- Increased overall sales to $1.15B, ranking #3 in entire firm (through August)
External Wholesaler (Regional Vice President)
7 Years 10 Months- Built and maintained relationships across all channels: Independent, Bank, Wirehouse, driving Mutual Fund, SMA, and ETF sales growth in OH, Western PA, and KY.
- 2022: Territory was changed on 6/1 (gave up Toledo, OH and picked up Western PA) increased sales to 341M
- 2023: Produced 266M in sales through August, currently ranked #1 in Tier 1 Fund Sales and #3 in YOY Territory Growth
- Produced 151M in Mutual Fund sales within newly designed territory after de-channelization on 9/1, covering Northern OH, Cleveland/Toledo and Wirehouse firms.
- 2017: Increased Mutual Fund Sales to 180M in Independent/Bank Channel. Ranked #10 out of 32 Wholesalers.
- Increased sales to 341M after territory change on 6/1, transitioning from Toledo, OH to Western PA.
- 2016: Increased Mutual Fund Sales from 74M (previous year) to 148M in the Independent/Bank Channel. Territory consisted of: OH and Northern Kentucky. Ranked #13 out of 32 Wholesalers in 1st year
External Wholesaler (Regional Vice President)
4 Years 1 Month- Built and maintained relationships in Financial Planning Channel, driving growth in Alternative Investment Sales (Nontraded REITs/Business Development Companies) in OH Territory
- Increased Non-Traded REIT/BDC sales from 4M to 33M, acquiring 98 new producers
- 2013: Increased Non-Traded REIT/BDC sales to 86M. Acquired 98 New Producers
- Increased Non-Traded REIT/BDC sales to 91M, acquiring 66 new producers
External Wholesaler (Regional Vice President)
4 Years 2 Months- Built and maintained relationships with 4,000+ advisors across all channels, driving growth in Variable/Fixed Annuity and 529 Plan sales in OH Territory (Cleveland, Toledo, Columbus, Dayton)
- Increased VA sales from 33M to 64M, achieving significant year-over-year growth
- 2008: Increased VA sales from 33M (previous year) to 64M
- Produced 66M in VA sales following product line-up restructuring, maintaining a competitive ranking at #7
- 2011: Ranked #5 New VA Contracts opened with #7 Sales Ranking YTD
External Wholesaler (Regional Vice President)
3 Years 3 Months- Developed and nurtured relationships across all channels, driving growth in Variable/Fixed Annuity, Mutual Fund, and 401K plans within the PA Territory (Pittsburgh-Harrisburg)
- Achieved 100% increase in overall Annuity sales from 2004 to 2005
- Achieved 150% increase in overall Annuity sales from 2005 to 2006
- Ranked #3 in Independent Broker Dealer sales, 2007.
- Ranked #6 of 35 in total territory sales (was 32 of 35 when territory was taken over in 2004)
Associate Wholesaler
1 Year 10 Months- Cultivated relationships within Bank Broker Dealer, enhancing mutual fund sales across 5 states.
- Supported numerous Bank Channel clients through internal and external wholesale initiatives.
- Conducted onsite branch training, presentations, and one-on-one client meetings to enhance client engagement.
Internal Wholesaler
1 Year 10 Months- Delivered technical and sales support to Bank Broker Dealer Channel, enhancing mutual fund sales strategies.
- Provided technical and sales support to Bank Broker Dealer Channel regarding mutual fund sales.
- Contributed to quarterly sales presentations, marketing campaigns, and client meetings to drive engagement and sales.
Education
Bachelor of Science - Finance
Pi Lambda Phi National Fraternity
Interests
Running
golfing. Avid PSU and Pittsburgh sports fan.
Timeline
External Wholesaler (Regional Vice President)
American Century Investments/Avantis Investors
03.2024 - CurrentRead More
External Wholesaler (Regional Vice President)
New York Life/Mainstay Investments
12.2015 - 10.2023Read More
External Wholesaler (Regional Vice President)
Realty Capital Securities
11.2011 - 12.2015Read More
External Wholesaler (Regional Vice President)
John Hancock Annuities
09.2007 - 11.2011Read More
External Wholesaler (Regional Vice President)
Guardian Investor Services
05.2004 - 08.2007Read More
Associate Wholesaler
Federated Investors
05.2003 - 03.2005Read More
Internal Wholesaler
Federated Investors
06.2001 - 04.2003Read More
Pennsylvania State University
Bachelor of Science from Finance
Read More