Eric Purdy
Partner | Workplace Solutions at Cerity Partners | Saratoga Springs, New York, United States
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Eric Purdy serves as a Partner in Workplace Solutions at Cerity Partners, where he leverages his extensive expertise in financial counseling to create tailored programs that meet the unique needs of corporate clients. With a proven track record in designing and implementing executive financial planning benefits, Eric excels in collaborating with HR partners to develop comprehensive employee financial education initiatives. His strategic approach not only enhances employee engagement but also alleviates the burdens often placed on HR teams, particularly during critical events such as retirement readiness.
At Cerity Partners, Eric is instrumental in coordinating global financial planning solutions, ensuring that clients receive holistic support that aligns with their organizational goals. His ability to forge strategic partnerships and drive new business development has positioned him as a trusted advisor in the industry. Eric's proficiency in business planning and sales management allows him to effectively navigate the complexities of financial services, providing clients with innovative strategies that promote financial wellness across all levels of the organization.
Key projects under Eric's leadership include the rollout of comprehensive financial education programs that empower employees to make informed decisions about their financial futures. By integrating marketing strategies with training initiatives, he ensures that these programs resonate with diverse employee demographics. Eric's commitment to excellence and his strategic mindset continue to drive impactful results, making him a valuable asset to both Cerity Partners and the clients he serves.
Partner | Workplace Solutions at Cerity Partners in September 2023 to Present
Vice President Consultant Relations at Goldman Sachs Ayco Personal Financial Management in January 2018 to August 2023
Vice President - Business Development at Goldman Sachs Ayco Personal Financial Management in January 2007 to January 2018
National Sales Manager at Thomson Delmar Learning in January 2000 to January 2007
Content Licensing Specialist at Thomson Delmar Learning in March 1998 to January 2000
Account Manager at MCI Telecommunications in September 1992 to February 1998
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Marketing
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Sales
Account Management
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Salesforce.com
Management
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Strategic Planning
Training
Insurance
Leadership
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Discover more about Cerity PartnersWhat is Eric Purdy email address?
Email Eric Purdy at [email protected]. This email is the most updated Eric Purdy email found in 2026.
What is Eric Purdy phone number?
Eric Purdy phone number is +15182103323 and +15184642241.
How to contact Eric Purdy?
To contact Eric Purdy send an email to [email protected]. If you want to call Eric Purdy try calling on +15182103323 and +15184642241. (updated on November 04, 2024)
What company does Eric Purdy work for?
Eric Purdy works for Cerity Partners
What is Eric Purdy's role at Cerity Partners?
Eric Purdy is Partner | Workplace Solutions
What industry does Eric Purdy work in?
Eric Purdy works in the Financial Services industry.
Eric Purdy Email Addresses
Eric Purdy Phone Numbers
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