For the past 4 years Erik was a member of the MDRT and NAIFA. Most recently, Erik achieved 4 different increasing levels of Council based on production and retention.
Erik O’Leary is 4th generation ILA Union member Local 805 along with his father, Frank O’Leary, in which he has been a member for 56 years. Erik has 17 years of experience in the Financial Service industry. He has worked for many well named companies including New England Financial, Putnam and New York Life. Erik is an Investment Executive at Wealth Management Resource Group. He began his professional career right out of college with Mellon Trust and then while at New York Life he was a top 10% advisor. Erik has also trained and worked with dozens of insurance agents, helping them grow and develop their practice.
Erik graduated from UMass at Lowell with a BA in Environmental Science with a minor in Chemistry. Erik holds his Life Insurance License, and Series 7 different states which includes, MA, NH, RI, ME, NC and GA. Erik is currently working on his CLU and ChFC professional designations.
Erik proudly supports the community with volunteer work in the Boston area which includes Rosie’s Place and The Boys and Girls Club of both Boston and Wakefield.