Consulting Team

Eric Radzan is a senior strategic consultant bringing more than 25 years of deep expertise in financial services product and project management, marketing, and change management. Driven by results, Eric has been at the forefront of shaping and deploying strategic initiatives for top-tier financial institutions. His leadership and vision have been instrumental in driving revenue growth, expanding market share, and elevating client and stakeholder satisfaction.

Eric has most recently specialized in proactive risk management and crafted strategies to mitigate them, which cultivated a culture of risk awareness and proactive response. He excelled in monitoring project activities for emerging risks, ensured compliance with regulations through collaboration with internal and external partners, and enhanced B2B partnerships by integrating third-party platforms into a comprehensive Turnkey Asset Management Program (TAMP) offering at Charles Schwab. Eric's vast experience also equips him with a keen ability to identify and capitalize on market opportunities for clients. He's launched a myriad of financial products and services, ranging from investment strategies to digital solutions and direct indexing programs. Eric’s depth of knowledge allows him to anticipate emerging trends and client needs, ensuring the delivery of products that reliably surpass expectations.

An alumnus of the State University of NY, Oneonta College in Oneonta, New York, Eric earned a Bachelor of Science in business economics that led him to gain a favorable reputation as a trusted leader in the financial industry today.

Beyond the realm of finance, Eric has a zest for life and personal growth. In his free time, he enjoys running, diving into a good book, exploring new travel destinations, and mastering the chords on his guitar. This blend of personal pursuits combined with his ability to forge strong relationships provides balance and fuels his drive for innovation and excellence in long-term business success.

Eric is currently available for new project engagement.