Sue Perry Email & Phone Number
President
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Sue Perry Location
- Phoenix, AZ, US
Sue Perry Work
- 2007 -now President @ Edberg Perry, LLC
- 2014 -now President @ EP Fiduciary Outsourcing, LLC
- 2014 -now Vice President @ National Pension Study Group
- 2015 -now Chair of ASPPA's Professional Conduct Committee @ ASPPA
Sue Perry Education
- Lehigh University 1985-1989
Sue Perry Skills
- Deferred Compensation
- ERISA
- Retirement
- Retirement Planning
- Investments
- Series 7
- 401k
- Pensions
- Insurance
- Profit Sharing
- Mutual Funds
- Business Planning
- Actuarial Science
- Employee Benefits
- Defined Benefit
- Qualified Retirement Plans
- Retirement Plan Consulting
- Investment Advisory
- Consulting
- Series 63
- Strategic Financial Planning
- Financial Services
- Fixed Annuities
- Asset Allocation
- Executive Pay
- 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 Deferred Compensation, ERISA, Retirement, Retirement Planning, Investments and more. Sue Perry has 3 emails and 4 mobile phone numbers on RocketReach.
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