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Principal
Chicago
Client Advisory
Edward is a Principal based in the Chicago office. He is responsible for the new business development and client relationship management for the Retirement Plan Advisor Group.
Edward has 20 years of sales and relationship management experience in the retirement services industry. Prior to joining Cerity Partners, he held various positions at John Hancock, ADP Retirement, Paychex Retirement and Empower.
Q:
Why are retirement plan services important, especially today?
We are in a retirement crisis. Attaining a dignified retirement is challenging and professionals such as Cerity Partners can make a difference to your employees.
What kind of clients work best for you?
Companies that would like an advisor in their corner when it comes to their retirement plan benefits.
Was there a specific incident in your life that made it clear you were made for this career?
I would say it was not an instant as so much realizing I am happy at work and interested in defined contribution plans. Happy and interested can last a career.
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