Eric Mooney

Eric joined the FBSI team in 2018 and works directly with financial advisors to assist with the onboarding of clients in our Open Choice Retirement platform.

He has a BS degree in Finance and Economics. After graduating, he obtained valuable management experience at an industry-leading car rental agency, where he honed his leadership, customer service, and accounting skills.

Eric enjoys providing retirement plan participants with an easy to use and educational retirement platform, as well as equipping both financial advisors and payroll companies with a straightforward 401(k) payroll integration.

Outside the office, Eric is a keen Ultra Marathon runner, enjoys boating and spending time with family.