Experience

EPIC Retirement Plan Services

• United States
• Financial Services
• 100 - 200 Employee

• Director of Client Services

  • Jul 2016 - Present

  Rochester, New York

• Sr. Relationship Manager

  • Oct 2014 - Present

  Rochester, NY I am responsible for the planning, successful execution and follow up of a diverse range of client and strategic partner initiatives aimed at promoting mutual growth and profitability while maintaining a high level of trust and respect. My responsibilities also include the execution of innovative and sometimes complex projects to their completion, and to thoroughly analyze maturing data in order to make sound recommendations for next steps which aim to exceed client expectations. This… Show more I am responsible for the planning, successful execution and follow up of a diverse range of client and strategic partner initiatives aimed at promoting mutual growth and profitability while maintaining a high level of trust and respect. My responsibilities also include the execution of innovative and sometimes complex projects to their completion, and to thoroughly analyze maturing data in order to make sound recommendations for next steps which aim to exceed client expectations. This ultimately is to ensure client satisfaction and earn their retention.

• Sr. Consultant of Sales and Strategic Partnerships

  • May 2007 - Present

  Rochester, New York Area Responsible for creating growth opportunities for EPIC, which includes new partnerships with Bank and RIA firms from Wisconsin to Maine, as well as act in the capacity of Sr. Relationship Manager for our large Institutional clients.



Paychex, Inc

• Platinum Representative

  • Sep 2004 - May 2007

  Worked as the central point of contact for approx.150 retirement plans which had a $1MM value or larger.