Eric Purdy
Expertise in designing workplace financial planning programs.
- Role
- Partner Workplace Solutions at Cerity Partners
- Location
- Saratoga Springs, NY, US
- LinkedIn followers
- 500 followers
About Eric Purdy
Proven success in partnering with corporate clients to design and implement financial…
Experience
Partner Workplace Solutions
Sep 2023 — Present · Saratoga Springs, NY, US
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.
Education
University of Virginia
BA, History
1985 — 1989
Skills
- Strategic Planning
- Business Planning
- Salesforce.com
- Sales
- Business Development
- Insurance
- Management
- Marketing
- Strategy
- Marketing Strategy
- Public Speaking
- Leadership
- Training
- New Business Development
- Sales Management
- Strategic Partnerships
- Account Management
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