President, Institutional Group
Performance Trust Insurance Group is a firm with strong experience in many facets of the Property and Casualty Insurance and Employee Benefits industry. We specialize on working in a wholesale or co-retail capacity with insurance brokers and affinity groups to provide best in class solutions. We are a premier aggregator of best in class" insurance and related services to the marketplace. Our core competency is program development and underwriting based on having over 110+ years combined experience. Our role is to serve as the underwriter or exclusive program developer and/or distributor for the insurance brokerage marketplace."
Eric joined Performance Trust in 2008, with over seven years of valuable experience as a top sales producer at RBC Capital Markets. Eric immediately proved to be an incredibly valuable part of the PT Team and drew on his past experiences to develop and grow the Performance Trust Institutional Group to the national team made up of over 50 talented employees that exists today. In recent years, he has expanded his focus to include co-leading the Bank Sales group and overseeing the Capital Markets group. The Capital Markets group enables PT clients to have premier access to new securitized products and also allows the firm to have a greater potential impact in the industry. Eric is a partner and serves as an influential member of the Executive Team. He led the PT Team to reach new heights by steering a global expansion into Asia. Since its inception, Eric has served as a Director of the Board and a Responsible Officer for PT Capital Partners Limited, a limited company incorporated in Hong Kong under the Companies Ordinance, which is an affiliate of Performance Trust Capital Partners. Eric continues to think expansively and has an optimistic and global vision for the future of PT. He attended Wheaton College, where he was a three-time All-American on the Wheaton Soccer Team, the highlights of which included a 1997 National Championship with his two older brothers on the team. Eric graduated in 2000 with a Bachelor of Arts in business/economics. In his free time, he volunteers at the Wheaton Bible Church. Eric is Series 7, 9, 10 and 66 registered.
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