Patrick Burke, Jr., QKA, TGPC
Senior Client Service Manager at EPIC Retirement Plan Services- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Rochester, 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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Senior Client Service Manager
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Jan 2018 - Present
Rochester, New York, United States
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Account Manager
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Jan 2009 - Dec 2017
- Ownership of client experience - Manage team members that provide client service - Centralized accountability and client advocate - Establish, manage and meet client expectations - Proactive focus on long-term relationship building
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403(b) Consultant
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Apr 2008 - Dec 2008
- Develop business case for 403(b) marketplace - 403(b) sponsor consultation - Speaker at industry conferences
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U.S. OMNI
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United States
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Financial Services
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1 - 100 Employee
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Director of Compliance
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Oct 2002 - Apr 2008
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Registered Investment Advisor
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Apr 2000 - Oct 2002
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Education
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1983 - 1987
Aquinas Institute
High School -
SUNY Brockport
BS, Business Administration
Community
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