Erik W. Sweress
Columbus,OH
Summary
Award-winning financial service professional with a track record of driving organic growth through a consultative approach. Consistently seeking new challenges while looking for opportunities to evolve skills. Proven adaptor to change, and a confident competitor ready to succeed alongside other growth-focused leaders.
Overview
16
16
years of professional experience
1
1
Certification
Work History
SENIOR VICE PRESIDENT, DIVISIONAL SALES DIRECTOR
INVESCO
10.2019 - Current
- Leading a diverse team of 18 high performing sales professionals to exceed corporate expectations.
- Growing a $47B client portfolio through a competitive market landscape.
- Implementing new data sources to create effective marketing campaigns to reinforce branding initiatives and maximize market share growth.
- Developing and establishing new strategies and policies for long-term business objectives that provide sustainable organizational leadership.
- Increased Organic Revenue by $2.8M over the last 12 months.
VICE PRESIDENT, SENIOR ADVISOR CONSULTANT
INVESCO
02.2012 - 09.2019
- Relentlessly designed systems that increase visibility while adding value, and gathering assets at a rate that exceeded my peers.
- Finished within the Top Five of total sales raised– 5 of 7 years.
- 2017 - V.I.C.T.O.R (peer voted award to those who display versatility, integrity, courage, tenacity, organization, and respect)
- 2014 - Top Gun Award Recipient
- 2013 - Divisional Consultant of the Year Recipient
INTERNAL SALES CONSULTANT
Invesco
02.2010 - 01.2012
- Internal Consultant of the Year Award Recipient
- Collaborated with external sales partner to develop client relationships and exceed sales expectations.
Education
Executive MBA -
The Ohio State University
Columbus, Ohio04-2024
Bachelor of Science - Financial Planning
The Ohio State University
Columbus, Ohio04-2009
Skills
- Creative Problem Solving
- Teamwork
- Adaptability
- Communication
- Analytical Decision Making
- Champion of Technology
- Trustworthy
- Curious
Certification
- FINRA Licenses 6, 7, 24, 51, 63, 65
Timeline
SENIOR VICE PRESIDENT, DIVISIONAL SALES DIRECTOR
INVESCO
10.2019 - Current
VICE PRESIDENT, SENIOR ADVISOR CONSULTANT
INVESCO
02.2012 - 09.2019
INTERNAL SALES CONSULTANT
Invesco
02.2010 - 01.2012
Executive MBA -
The Ohio State University
Bachelor of Science - Financial Planning
The Ohio State University