Eric Morel
About Eric Morel
Eric Morel is a New Client Development Specialist at TD Ameritrade with a diverse background in sales and management across various industries.
Title
Eric Morel holds the title of New Client Development Specialist at TD Ameritrade.
Career at TD Ameritrade
Since 2017, Eric Morel has been serving as a New Client Development Specialist at TD Ameritrade in Southlake, TX. His role focuses on acquiring new clients, leveraging his extensive experience in sales and client relationships gained over the years.
Previous Roles and Experience
Eric Morel has had a diverse career spanning multiple roles and industries. Notable positions include: Brand Manager at VTax On Demand Tax Preparation Service, New Business Development Director at Technifax Office Solutions, Field Sales Manager at 2020 Companies, and Store / Sales Manager at Radio Shack. Additionally, he has experience as a Sales Manager at Certified Payment Processing, and as General Manager/Owner at The Treasure Quest. His career began in technical support roles at Vartec Telecom, Inc and OpTel Communications.
Education and Certifications
Eric Morel studied Business Management at the University of Phoenix in 2011-2012 and completed his high school education at DeSoto High School from 1992 to 1996. He possesses Series 7, 63, and 66 licenses, underscoring his expertise in financial regulations and investment principles.
Achievements and Performance
Eric Morel has demonstrated significant achievements in his career. He has generated over $10 million in outside assets in the last two quarters. He has been promoted three times within a year, showcasing his leadership and rapid career progression. He consistently ranks in the top 20% of company-wide performance.