Emily C. Knox, Crc, Qpfc, Nqpa
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Emily C. Knox, Crc, Qpfc, Nqpa Email & Phone Number

Director of Plan Consulting at Retirement Plan Advisors
Location: Denver, Colorado, United States 7 work roles 1 school
1 work email found @nationwide.com 1 phone found area 303 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email e****@nationwide.com
Direct phone (303) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Retirement Plan Advisors
Role
Director of Plan Consulting
Location
Denver, Colorado, United States
Company size
65 employees

Who is Emily C. Knox, Crc, Qpfc, Nqpa? Overview

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Quick answer

Emily C. Knox, Crc, Qpfc, Nqpa is listed as Director of Plan Consulting at Retirement Plan Advisors, a company with 65 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at nationwide.com, phone signal with area code 303, and a matched LinkedIn profile for Emily C. Knox, Crc, Qpfc, Nqpa.

Emily C. Knox, Crc, Qpfc, Nqpa previously worked as Senior Retirement Specialist at Nationwide and Customer Success Manager at Morgan Stanley. Emily C. Knox, Crc, Qpfc, Nqpa holds Bachelor'S Degree, History, 4.0 Gpa from Rutgers University–New Brunswick.

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Email format at Retirement Plan Advisors

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*@nationwide.com
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AeroLeads found 1 current-domain work email signal for Emily C. Knox, Crc, Qpfc, Nqpa. Compare company email patterns before reaching out.

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Profile bio

About Emily C. Knox, Crc, Qpfc, Nqpa

A highly experienced financial services investment professional focused on making her financial expertise broadly accessible by helping her clients reach their financial goals. Delivers outstanding customer satisfaction and retention of both corporate and government clients usually in the 5M-100M investment range. Exceptional relationship manager who also developed a competent sales team to build new business and provide service excellence to an existing client base. Regularly presented to large groups and individuals on a variety of financial topics including advanced 401(k), 403(b), 401(a), 457(b) Deferred Compensation, compliance, plan documentation, and investment knowledge. Possesses a successful work history, demonstrating impeccable work ethic, loyalty, leadership, mentoring, and team building skills.

Listed skills include Finra, Financial Planning, Investments, Asset Management, and 12 others.

Current workplace

Emily C. Knox, Crc, Qpfc, Nqpa's current company

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Retirement Plan Advisors
Retirement Plan Advisors
Director of Plan Consulting
Denver, CO, US
Website
retirementplanadvisors.com
Employees
65
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Company profile
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7 roles

Emily C. Knox, Crc, Qpfc, Nqpa work experience

A career timeline built from the work history available for this profile.

Senior Retirement Specialist

Current
Nationwide

Denver, Colorado, United States

Serves as a financial resource to existing and potential participants by providing counseling and guidance on defined contribution retirement plans while driving sales growth. Develops relationships with key entity contacts, including C Suite leadership, to expand services within plans. Supports Program Director in territory planning, execution strategies.

Mar 2022 - Present

Customer Success Manager

Morgan Stanley

Denver, Colorado, United States

Succeeded in a strong collaborative environment within the Retirement Solutions team, delivering exceptional service to financial advisors, third party administrators, and retirement plan sponsors.Managed and maintained the Corporate Retirement Director program, a prestigious Morgan Stanley designation for high producing financial advisors in the firm’s.

Nov 2021 - Mar 2022

Retirement Business Development Consultant

Horace Mann

Denver, Colorado, United States

Consulted with the exclusive agents’ market and managed support of 403(b) plans in public and charter K-12 schools districts. Educated exclusive agents on plan regulations and facilitated the development of relationships with key influencers to create ongoing plan growth and retention strategies.Partnered with exclusive agents and internal teams to.

Mar 2021 - Jul 2021

Regional Manager

Icma-Rc

Denver, Colorado, United States

Influencer of personnel development with a focus on sales objectives for the Mountain West region.Managed and mentored a team of 6 employees to meet and exceed performance objectives.Recognized as one of the top performing sales team for the firm’s managed accounts program in 2020.Reported satisfaction metrics to C Suite board members, determined client.

Jun 2020 - Mar 2021

Retirement Plans Specialist

Icma-Rc

Denver, Colorado, United States

Provided on-site service and support to clients and employees to retain and expand retirement plan participation and increase contribution levels. Assumed management role when manager was out on extended leave.Delivered compelling and informative presentations in group and personal settings to give participants the knowledge needed to build a financially.

Jun 2005 - Jun 2020

Regional Client Services Manager

Colorado Retirement Association

Denver, Colorado, United States

Created, scheduled, and presented educational workshops and individual consultations to plan participants in the Colorado public sector market. Conducted field visitations to effectively cover the assigned territory efficiently. Assisted members and employers to increase voluntary plan enrollment by explaining to employees’ investments, plan details, and.

Dec 2004 - Jun 2005
Team & coworkers

Colleagues at Retirement Plan Advisors

Other employees you can reach at retirementplanadvisors.com. View company contacts for 65 employees →

AT Andy Trachsel Andy Trachsel Colleague at Retirement Plan AdvisorsGreater St. Louis, United States View → HM Haley Marino Haley Marino Colleague at Retirement Plan AdvisorsSanta Rosa, California, United States, United States View → CH Clare Hane Clare Hane Colleague at Retirement Plan AdvisorsChicago, Illinois, United States, United States View → DF Deb Fitzgerald Deb Fitzgerald Colleague at Retirement Plan AdvisorsJanesville, Wisconsin, United States, United States View → JL Jim Ladlie Jim Ladlie Colleague at Retirement Plan AdvisorsSt Peters, Missouri, United States, United States View → TT Tamme T. Ford Tamme T. Ford Colleague at Retirement Plan AdvisorsSt Louis, Missouri, United States, United States View → MM Miriam Mccann Miriam Mccann Colleague at Retirement Plan AdvisorsGreater Chicago Area, United States View → JD Jenn Dempsey Jenn Dempsey Colleague at Retirement Plan AdvisorsUnited States, United States View → CC Caitlin Cunningham Caitlin Cunningham Colleague at Retirement Plan AdvisorsChicago, Illinois, United States, United States View → RM Robert Mangano Cfp®, Cpfa® Robert Mangano Cfp®, Cpfa® Colleague at Retirement Plan AdvisorsCherry Hill, New Jersey, United States, United States View →
1 education record

Emily C. Knox, Crc, Qpfc, Nqpa education

FAQ

Frequently asked questions about Emily C. Knox, Crc, Qpfc, Nqpa

Quick answers generated from the profile data available on this page.

What company does Emily C. Knox, Crc, Qpfc, Nqpa work for?

Emily C. Knox, Crc, Qpfc, Nqpa works for Retirement Plan Advisors.

What is Emily C. Knox, Crc, Qpfc, Nqpa's role at Retirement Plan Advisors?

Emily C. Knox, Crc, Qpfc, Nqpa is listed as Director of Plan Consulting at Retirement Plan Advisors.

What is Emily C. Knox, Crc, Qpfc, Nqpa's email address?

AeroLeads has found 1 work email signal at @nationwide.com for Emily C. Knox, Crc, Qpfc, Nqpa at Retirement Plan Advisors.

What is Emily C. Knox, Crc, Qpfc, Nqpa's phone number?

AeroLeads has found 1 phone signal(s) with area code 303 for Emily C. Knox, Crc, Qpfc, Nqpa at Retirement Plan Advisors.

Where is Emily C. Knox, Crc, Qpfc, Nqpa based?

Emily C. Knox, Crc, Qpfc, Nqpa is based in Denver, Colorado, United States while working with Retirement Plan Advisors.

What companies has Emily C. Knox, Crc, Qpfc, Nqpa worked for?

Emily C. Knox, Crc, Qpfc, Nqpa has worked for Retirement Plan Advisors, Nationwide, Morgan Stanley, Horace Mann, and Icma-Rc.

Who are Emily C. Knox, Crc, Qpfc, Nqpa's colleagues at Retirement Plan Advisors?

Emily C. Knox, Crc, Qpfc, Nqpa's colleagues at Retirement Plan Advisors include Andy Trachsel, Haley Marino, Clare Hane, Deb Fitzgerald, and Jim Ladlie.

How can I contact Emily C. Knox, Crc, Qpfc, Nqpa?

You can use AeroLeads to view verified contact signals for Emily C. Knox, Crc, Qpfc, Nqpa at Retirement Plan Advisors, including work email, phone, and LinkedIn data when available.

What schools did Emily C. Knox, Crc, Qpfc, Nqpa attend?

Emily C. Knox, Crc, Qpfc, Nqpa holds Bachelor'S Degree, History, 4.0 Gpa from Rutgers University–New Brunswick.

What skills is Emily C. Knox, Crc, Qpfc, Nqpa known for?

Emily C. Knox, Crc, Qpfc, Nqpa is listed with skills including Finra, Financial Planning, Investments, Asset Management, Retirement, 401K, Defined Benefit, and Defined Contribution.

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