Colleen Perry, QPA, APA, QKA
Client Service Team Lead at EPIC Retirement Plan Services- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Peoria, Illinois, United States, US
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Experience
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EPIC Retirement Plan Services
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United States
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Financial Services
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100 - 200 Employee
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Client Service Team Lead
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Apr 2020 - Present
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ABG Retirement Plan Services, now part of EPIC Retirement Plan Services
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United States
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Investment Management
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1 - 100 Employee
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Assistant Vice President of Compliance Services
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Sep 1994 - Apr 2020
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Teller/Savings Counselor
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Jun 1987 - Sep 1994
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Education
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University of Phoenix
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General -
Illinois Central College
Applied Science, Finance
Community
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