Eric Talbott in

Eric Talbott

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Relationship Manager at Apollon Wealth Management, LLC
📍 Crystal Lake, Illinois, United States

A solutions-driven Relationship Manager at Apollon Wealth Management with over a decade of experience in financial services. He brings a unique blend of client-facing skills and technical expertise, having developed custom Python tools to automate workflows. He holds a Master of Arts from Roosevelt University.

His professional focus is on transforming financial services through technology, data, and client-centric strategies, with deep knowledge of platforms like Redtail, PortfolioCenter, and eMoney.

He uniquely bridges the gap between technical development and client relationship management by building his own Python automation tools for financial workflows.

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Experience
12 Years
Current Role
Relationship Manager
Job Level
Middle
Location
Crystal Lake, Illinois, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Eric cares about

FinTech Automation
Develops custom Python tools to streamline financial workflows, demonstrating a passion for improving operational efficiency through technology.
Client Experience
Specializes in client relationship management and service excellence, with a history of leading service delivery for high-value clients and driving platform adoption.
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Career

Work history

4-2019
Relationship Manager
Apollon Wealth Management, LLC
10-2018 - 4-2019
Client Experience Service Manager
Envestnet, Inc
10-2018 - 4-2019
Service Manager
Envestnet, Inc
4-2017 - 9-2018
Trade Desk Manager
BMO Wealth Management - U.S.
4-2017 - 9-2018
Department Manager
BMO Harris Financial Advisors
In the press

Media appearances

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Education
2012 - 2014
Master of Arts
Roosevelt University
2006 - 2007
Bachelor of Science
Columbia College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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