Rick Purvis Email & Phone Number
New Business Coordinator @ Clear Path Financial
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Rick Purvis Location
- Philadelphia, PA, US
Rick Purvis Work
- New Business Coordinator @ (October 2025 - Present)
- Senior Compliance Advisor @ (November 2021 - February 2024)
- Manager of Processing and Case Design @ Crash Proof Retirement, LLC (February 2016 - June 2021)
- Benefits Administrator @ (August 2015 - February 2016)
- Manager of Annuity New Business @ (May 2005 - June 2014)
- Annuity Analyst @ (August 1999 - May 2005)
- Customer Service Representative @ (January 1998 - June 1999)
Rick Purvis Education
- Temple University
Bachelor's degree (European History)
Rick Purvis Skills
- Fixed Annuities
- IRAs
- Financial Services
- Management
- Administration
- Training
- Performance Management
- Insurance
- Disability Insurance
- Business Analysis
- Sales
- Life Insurance
- Customer Service
- Leadership
- Process Improvement
- Microsoft Office
- Strategic Planning
- Microsoft Excel
- Health Insurance
- Business Process Improvement
- 401(k) Retirement Savings Plans
- Term Life Insurance
- Team Building
- Benefits Administration
- Change Management
- Mentoring
- 401k Retirement Savings Plans
- Relationship Building
- Microsoft Word
- Onboarding
- 401 Retirement Savings Plans
Rick Purvis Summary
- Rick Purvis, based in Philadelphia, PA, US, is currently a New Business Coordinator at Clear Path Financial. Rick Purvis brings experience from previous roles at Lombard International - US & Bermuda, Crash Proof Retirement, LLC, Xerox and Reliance Standard. Rick Purvis holds a Bachelor's degree in European History @ Temple University. With a robust skill set that includes Fixed Annuities, IRAs, Financial Services, Management, Administration and more. Rick Purvis has 1 mobile phone numbers on RocketReach.
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