Emily C. Knox
Director of Plan Consulting at Retirement Plan Advisors
Based in Denver, United States
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Seniority
Director
Department
General Business & Management
Location
Denver
Industry
Financial Services
Company size
74
Contact information
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e•••••••@retirementplanadvisors.com
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Background
About Emily C. Knox
A highly experienced financial services investment professional focused on making her financial expertise broadly accessible by helping her clients reach their financial goals. Delivers outstanding customer satisfaction and retention of both corporate and government clients usually in the 5M-100M investment range. Exceptional relationship manager who also developed a competent sales team to build new business and provide service excellence to an existing client base. Regularly presented to large groups and individuals on a variety of financial topics including advanced 401(k), 403(b), 401(a), 457(b) Deferred Compensation, compliance, plan documentation, and investment knowledge. Possesses a successful work history, demonstrating impeccable work ethic, loyalty, leadership, mentoring, and team building skills.
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