Colleen Dorney

Sr. Client Service Manager at EPIC Retirement Plan Services

Colleen Dorney, QKA, is an experienced professional in client service and sales management, currently serving as a Senior Client Service Manager and Client Service Specialist Team Lead at EPIC Retirement Plan Services since April 2015. In addition to this role, Colleen holds the position of Board Trustee at Kendall Central School District since July 2024. Previous roles include Sales Manager Assistant at Dorschel Automotive Group, where responsibilities included deal structuring and customer relations, and Sales Assistant Manager at Metro Mattress, focusing on customer needs and inventory management. Colleen also has experience as a Collections Specialist at the University of Rochester and Sales Supervisor at Circuit City. Colleen earned a Bachelor of Science in Mathematics from SUNY Brockport and furthered education at the University of Rochester.

Location

Brockport, United States

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EPIC Retirement Plan Services

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


Employees

201-500

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