As a representative for The Options Industry Council (OIC) and serving as Director, Financial Advisor and Institutional education, Eric Cott endeavors to help advisors and their firms to use options more effectively. Mr. Cott is responsible for expanding OIC's outreach to financial advisors. Additionally, he participates in conference panel discussions, presents advisor-oriented educational seminars, and guides the development of options curriculum and content for advisors on the OIC website.
Over the last 22 years, Mr. Cott has supported, served as and directed financial advisors through different roles. Prior to OIC, he was a Regional Vice President and Retirement Income Consultant at Sunlife Financial Distributors Inc. where he identified and cultivated new business, increasing assets and revenue share. Prior to that, Mr. Cott spent the majority of his investment career as a Producing Manager and Assistant Vice President at Merrill Lynch Pierce, Fenner & Smith, Inc. There he built and maintained a successful wealth management practice.
Eric holds a BA from University of Wisconsin Madison and the CRPC designation from the College of Financial Planning.
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