Sue Perry Email & Phone Number
President
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Sue Perry Location
- Phoenix, AZ, US
Sue Perry Work
- President @ Edberg Perry, LLC (April 2007 - Present)
- President @ EP Fiduciary Outsourcing, LLC (February 2014 - Present)
- Vice President @ National Pension Study Group (January 2014 - Present)
- Chair of ASPPA's Professional Conduct Committee @ ASPPA (May 2015 - Present)
Sue Perry Education
- Lehigh University 1985-1989
Sue Perry Skills
- 401k
- Actuarial Science
- Asset Allocation
- Business Planning
- Consulting
- Deferred Compensation
- Defined Benefit
- ERISA
- Employee Benefits
- Executive Pay
- Financial Services
- Fixed Annuities
- Insurance
- Investment Advisory
- Investments
- Mutual Funds
- Pensions
- Profit Sharing
- Qualified Retirement Plans
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Series 63
- Series 7
- Strategic Financial Planning
- Leadership
- Research
- Leadership Development
- Training
- Project Management
- Strategic Planning
- Management
- Marketing
- Nonprofits
- Sales
- Business Development
- Public Speaking
- Customer Service
Sue Perry Summary
- Sue Perry, based in Phoenix, AZ, US, is currently a President at Edberg Perry, LLC. Sue Perry brings experience from previous roles at EP Fiduciary Outsourcing, LLC, National Pension Study Group and ASPPA. Sue Perry holds a 1985 - 1989 Lehigh University. With a robust skill set that includes 401k, Actuarial Science, Asset Allocation, Business Planning, Consulting and more. Sue Perry has 3 emails and 4 mobile phone numbers on RocketReach.
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