Robert Leahy Email & Phone Number
Retirement Plan Sales Consultant @ EPIC Retirement Plan Services
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Robert Leahy Location
- Westfield, IN, US
Robert Leahy Work
- Retirement Plan Sales Consultant @ (April 2020 - Present)
- Retirement Plan Sales Consultant @ Alliance Benefit Group - Illinois (February 2009 - April 2020)
- Regional Vice-President, Retirement Plan Sales @ (January 2007 - January 2008)
- Regional Pension Consultant @ Nationwide Financial (January 1993 - January 2007)
- Pension Account Manager @ (August 1990 - April 1993)
Robert Leahy Education
- Miami University
B.S. (Business -- Marketing)
1977-1981 - University of Toledo MBA
MBA (Finance)
1985
Robert Leahy Skills
- 401k
- Business Planning
- Cash Balance
- Employee Benefits
- Fiduciary Services
- Investment Advisory
- Qualified Retirement Plans
- Retirement Plan Benchmarking
- Retirement Plan Consulting
- Management
- Project Management
- Marketing
- Microsoft Excel
- Public Speaking
- Services
- Financial Services
- Sales
- Financial Advisory
- Concepts
- Fiduciary
- Credibility
- Community Service
- Distribution
- Consulting
- Cebs
- IDS
- Sales Consulting
- Pensions
- Channel Sales
- Midwest
- Nasd
- Distribution Strategies
- Retirement Planning
- TPA
- Fusion
- Sales Operations
- Investments
- Communication
- Home
- Business Services
- Cell
- Finance
- Presentation Coaching
- Sales Management
- Miami
- Business Administration
- Shelter
- Geneva
- Ohio
- Proposal Writing
- Training
- Pastoral
- Nursing
- Market Knowledge
- Merrill Lynch
- Committees
- Contractual Agreements
- House
- Revenue
- Council
- Country
- Science
- Meetings
- Capital
- Retirement
- AIF
- Chicago
- Campaigns
- Presentations
- Recruiting
- Series 7
- Casualty Insurance
- Church Events
- Wholesale
- Selling
- Dealers
Robert Leahy Summary
- Robert Leahy, based in Westfield, IN, US, is currently a Retirement Plan Sales Consultant at EPIC Retirement Plan Services. Robert Leahy brings experience from previous roles at Alliance Benefit Group - Illinois, Symetra Financial, Nationwide Financial and Aetna Life & Casualty. Robert Leahy holds a 1977 - 1981 B.S. in Business -- Marketing @ Miami University. With a robust skill set that includes 401k, Business Planning, Cash Balance, Employee Benefits, Fiduciary Services and more. Robert Leahy has 2 emails and 4 mobile phone numbers on RocketReach.
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