Erika Young is a qualified expert, working in Wipfli Financial Advisors main office of which is in 153. as a Principal, Director of Employer Plan Services since 2017. This expert has earned professional experience in more than seven positions at different companies. Erika Young went to the University of Wisconsin - La Crosse and received education from 2011 to 2014. Erika Young has such professional qualifications as Chartered Retirement Plan Specialist and College For Financial Planning. Evansville, Wisconsin is the area, where the professional was lastly known to live. The professional's email address and number are easily accessed through Connexy by request.
Name variants:
Erica Young
Contact Information
Last Update
Jun 26, 2022
Email
er**@payrollcompany.biz
Location
Evansville, WI
Company
Wipfli Financial Advisors
Workplace
Principal, Director of Employer Plan Services
Work History
Principal, Director of Employer Plan Services
10000 west Innovation Dr, Wauwatosa, WI 53226
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940.Founded in ...
Jun 2017 — Jun 2018
Director, Employer Plan Services
203 Redwood Shores Pkwy SUITE 550, Redwood City, CA 94065
from Oct 1, 2014
Vice President Business Development
6405 Century Ave SUITE 101, Middleton, WI 53562
Oct 2005 — Feb 2013
Education
2011 — 2014
1998 — 2002
Occupations
Professor
School Principal
Executive
Director
Advisor
Lawyer
Fiduciary
Accountant
Finance and Accounting Specialist
School Administrator
Educational Manager
Operations Manager
Trust Law Attorney
Lawyer
Accounting Bookkeeper
Bookkeeper
Skills
Investment Advisory
Business Development
Leadership
Asset Managment
Sales Process
Cold Calling
Strategic Financial Planning
Account Management
Financial Services
Process Improvement
Financial Advisory
Insurance
Customer Service
Team Building
Salesforce.com
New Business Development
Adp Payroll
Retirement Planning
Retirement
Employee Benefits
Relationship Management
401K
Sales
Payroll
Financial Analysis
Accounting