Epic Advisors, Inc.
Director of Client Services
Epic Advisors, Inc.
Senior Relationship Manager
Paychex Sep 2004 - May 2007
Platinum Representative
Epic Advisors, Inc. Sep 2004 - May 2007
Senior Consultant of Sales and Strategic Partnerships
Education:
St. Bonaventure University 1999 - 2003
Bachelors, Bachelor of Business Administration, Marketing, Management
Skills:
401K Retirement Planning Retirement Strategic Partnerships Defined Contribution Mutual Funds Financial Services Relationship Management Investments Customer Service Leadership Employee Benefits Retirement Plan Consulting Sales Account Management Management Banking Pensions Defined Benefit Erisa Salesforce.com New Business Development Marketing
Interests:
Science and Technology Children Economic Empowerment