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EPIC Retirement Plan Services

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EPIC Retirement Plan Services is a financial solutions company that offers consultation, retirement planning, and financial services.

Industries

Consulting, Finance

Headquarters

Rochester, United States

Employees

201-500

Links

Org chart

Manuel Marques
President

Manuel Marques

Collapse
Dave Davidson
Regional President
Kim Beal
VP, Business Integration
Jason Knapp
Director of Technology & Innovation
Michelle C. Miller
Director of Operations
Matt Pine
Director of Retirement Plan Consulting
Spiro Theodorakakos
Director of Client Service
Joseph Corona
Director of Sales & Strategic Partnerships
MA
Mike Abraham
Director Of Finance

Teams

+6

Client Services Team

9 members

JF
LS
+4

Conversions and Project Management Team

7 members

+3

Directors and Managers

6 members

+3

Technology Team

6 members

Leadership Team

3 members

Business Integration Team

3 members

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