Eric Koford

816-***-**** Orem, UT adzem9@r.postjobfree.com

Experience

Diversify Sandy, UT

COO/Sales Manager/CMO Feb 2021 - Present

Build out internal processes, business tracking, marketing efforts

Lead advisor and staff development, integration, and training

Overall growth of the firm- surpassed $1B in AUM

BMO Asset Management Orem, UT

Wholesaler Mutual Funds and Managed Accounts March 2019 – Jan 2021

Developed relationships with RIAs in the state of Utah

Developed the territory from $0 in sales to over $10 million in the first year.

Fidelity Investments Pleasant Grove and Salt Lake City, UT

Internal Consultant Oct 2016 - March 2019

Led Utah wide effort to improve and track corporate culture

Trained leaders and advisors on products and services

Prollanis Kansas City, MO & Alpine, UT

Partner, Team Lead, Sales Manager Sept 2009 – Oct 2015

Hired and led a 22-person advisory group

Managed over $100 M in client assets

Firm assets totaled over $800 M

Volunteer Experience

Lone Peak HS Boys Head Lacrosse Coach Alpine, UT

Volunteer 2015 – 2018

Lee’s Summit West HS Boys Head Lacrosse Coach and city lacrosse program founder Lee’s Summit, MO

Volunteer 2009 - 2013

Organized and developed all boys and girls lacrosse programs at 3 high schools and 3 middle schools and 5-6th grade boys and girls programs

League coach of the year

Certifications

FINRA Series 7, 31, SID, 65, 63, 66

Education

Brigham Young University Provo, UT

Bachelor of Arts in Portuguese

References

Can supply upon request

Contact this candidate