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@epicrps.com
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10 phones found area 630, 815, 419, and 800
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LinkedIn matched
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Robert Leahy, Cebs, Aif is listed as Retirement Plan Sales Consultant at EPIC Retirement Plan Services at EPIC Retirement Plan Services, a with 157 employees, based in Geneva, Illinois, United States. AeroLeads shows a work email signal at epicrps.com, phone signal with area code 630, 815, 419, 800, and a matched LinkedIn profile for Robert Leahy, Cebs, Aif.
Robert Leahy, Cebs, Aif previously worked as Retirement Plan Sales Consultant at Epic Retirement Plan Services and Retirement Plan Sales Consultant at Alliance Benefit Group - Illinois. Robert Leahy, Cebs, Aif holds B.S., Business -- Marketing from Miami University.
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AeroLeads found 1 current-domain work email signal for Robert Leahy, Cebs, Aif. Compare company email patterns before reaching out.
Robert Leahy, Cebs, Aif is a Retirement Plan Sales Consultant at EPIC Retirement Plan Services at EPIC Retirement Plan Services. He possess expertise in 401k, retirement plan consulting, business planning, investment advisory, cash balance and 4 more skills.
Listed skills include 401K, Retirement Plan Consulting, Business Planning, Investment Advisory, and 5 others.
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A career timeline built from the work history available for this profile.
Chicago, Illinois, United States
Building relationships with investment advisors and other financial intermediaries by providing sales support along with plan design expertise to the retirement plan sponsors they serve.
Working with high-end advisors and consultants to provide plan design ideas and open-architecture recordkeeping solutions to retirement plan sponsors. Gaining an acute understanding of the nuances that go into building a successful retirement plan.
Sold mutual fund recordkeeping services through the financial advisor and TPA communities. Took on an underperforming, 9 state territory in the Midwest and grew it to the second-largest sales territory by June of 2008.
Reponsible for creating sales distribution in the Midwest by building relationships with financial advisors and broker/dealers, along with recruiting and managing partnerships with TPA firms.
Provided retirement plan sales expertise to Aetna career agents and later to independent financial advisors. Promoted to office manager after one year.
Other employees you can reach at epic1st.com. View company contacts for 157 employees →
Deborah Malm
Colleague at Epic Retirement Plan ServicesRochester, New York, United States
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SJ
Spiro J. Theodorakakos
Colleague at Epic Retirement Plan ServicesRochester, New York, United States
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SJ
Sara Johnston
Colleague at Epic Retirement Plan ServicesSt Louis, Missouri, United States
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Toni Stockwell
Colleague at Epic Retirement Plan ServicesFort Edward, New York, United States
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Melissa Yoder, Cpc, Qpa, Qka
Colleague at Epic Retirement Plan ServicesRochester, New York, United States
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DC
Deanna Crowe
Colleague at Epic Retirement Plan ServicesPeoria, Illinois, United States
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Lori Schirer
Colleague at Epic Retirement Plan ServicesPeoria, Illinois, United States
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JC
Jeff Coppini
Colleague at Epic Retirement Plan ServicesRochester, New York, United States
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DF
Darla Fulmer
Colleague at Epic Retirement Plan ServicesGreenville, North Carolina, United States
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RW
Ryan Wiggert
Colleague at Epic Retirement Plan ServicesEast Avon, New York, United States
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Quick answers generated from the profile data available on this page.
Robert Leahy, Cebs, Aif works for EPIC Retirement Plan Services.
Robert Leahy, Cebs, Aif is listed as Retirement Plan Sales Consultant at EPIC Retirement Plan Services at EPIC Retirement Plan Services.
AeroLeads has found 1 work email signal at @epicrps.com for Robert Leahy, Cebs, Aif at EPIC Retirement Plan Services.
AeroLeads has found 10 phone signal(s) with area code 630, 815, 419, 800 for Robert Leahy, Cebs, Aif at EPIC Retirement Plan Services.
Robert Leahy, Cebs, Aif is based in Geneva, Illinois, United States while working with EPIC Retirement Plan Services.
Robert Leahy, Cebs, Aif has worked for Epic Retirement Plan Services, Alliance Benefit Group - Illinois, Symetra Financial, Nationwide Financial, and Aetna Life & Casualty.
Robert Leahy, Cebs, Aif's colleagues at EPIC Retirement Plan Services include Deborah Malm, Spiro J. Theodorakakos, Sara Johnston, Toni Stockwell, and Melissa Yoder, Cpc, Qpa, Qka.
You can use AeroLeads to view verified contact signals for Robert Leahy, Cebs, Aif at EPIC Retirement Plan Services, including work email, phone, and LinkedIn data when available.
Robert Leahy, Cebs, Aif holds B.S., Business -- Marketing from Miami University.
Robert Leahy, Cebs, Aif is listed with skills including 401K, Retirement Plan Consulting, Business Planning, Investment Advisory, Cash Balance, Qualified Retirement Plans, Employee Benefits, and Fiduciary Services.
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