Eric Purdy

Eric Purdy Email and Phone Number

Expertise in designing workplace financial planning programs. @ Cerity Partners
new york, new york, united states
Eric Purdy's Location
Saratoga Springs, New York, United States, United States
Eric Purdy's Contact Details
About Eric Purdy

Proven success in partnering with corporate clients to design and implement financial counseling programs for executives and employees. Experienced in coordinating global financial planning solutions for clients and collaborating with consultants and strategic partnerships.

Eric Purdy's Current Company Details
Cerity Partners

Cerity Partners

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Expertise in designing workplace financial planning programs.
new york, new york, united states
Website:
ceritypartners.com
Employees:
211
Eric Purdy Work Experience Details
  • Cerity Partners
    Partner | Workplace Solutions
    Cerity Partners Sep 2023 - Present
    Saratoga Springs, New York, United States
    • Help HR Partners design corporate-sponsored executive financial planning benefits and employee financial education programs.• Assist with retirement readiness and other event-based financial planning projects to help take pressure off HR teams.
    View
  • Goldman Sachs Ayco Personal Financial Management
    Vice President Consultant Relations
    Goldman Sachs Ayco Personal Financial Management Jan 2018 - Aug 2023
    Albany, New York Metropolitan Area
    View
  • The Ayco Company, L.P.
    Vice President - Business Development
    The Ayco Company, L.P. Jan 2007 - Jan 2018
    Albany, New York Metropolitan Area
    View
  • Thomson Delmar Learning
    National Sales Manager
    Thomson Delmar Learning Jan 2000 - Jan 2007
    Albany, New York Area
    View
  • Thomson Delmar Learning
    Content Licensing Specialist
    Thomson Delmar Learning Mar 1998 - Jan 2000
    Albany, New York Area
    View
  • Mci Telecommunications
    Account Manager
    Mci Telecommunications Sep 1992 - Feb 1998
    Boston, Ma & Albany, Ny

Eric Purdy Skills

Strategic Partnerships Business Development New Business Development Management Marketing Sales Strategic Planning Leadership Sales Management Strategy Account Management Salesforce.com Training Marketing Strategy Business Planning Public Speaking Insurance

Eric Purdy Education Details

Frequently Asked Questions about Eric Purdy

What company does Eric Purdy work for?

Eric Purdy works for Cerity Partners

What is Eric Purdy's role at the current company?

Eric Purdy's current role is Expertise in designing workplace financial planning programs..

What is Eric Purdy's email address?

Eric Purdy's email address is ep****@****yco.com

What is Eric Purdy's direct phone number?

Eric Purdy's direct phone number is +151821*****

What schools did Eric Purdy attend?

Eric Purdy attended University Of Virginia.

What are some of Eric Purdy's interests?

Eric Purdy has interest in Management, Skiing, Scuba Diving, Sales And Marketing Training, Lacrosse, Mountain Biking, Financial Planning.

What skills is Eric Purdy known for?

Eric Purdy has skills like Strategic Partnerships, Business Development, New Business Development, Management, Marketing, Sales, Strategic Planning, Leadership, Sales Management, Strategy, Account Management, Salesforce.com.

Who are Eric Purdy's colleagues?

Eric Purdy's colleagues are Shehtaj Bhura, Joe Amicone, Vince Mazzone, Steven Kramer, Cfp®, Frank Croes, Jill Reiter, Mahrang Danish.

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