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

  1. Partner Workplace Solutions

    Cerity Partners

    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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Eric Purdy — Partner Workplace Solutions at Cerity Partners in Saratoga Springs, NY, US | Unifers