Bob Easterly

Retirement Services Client Relationship Account Manager - Large Markets

Bob Easterly is a seasoned professional with extensive experience in client relationship management, sales, and service across various sectors. Currently serving as the Retirement Services Client Relationship Account Manager for Large Markets at Paychex since December 2014, Bob previously held roles including Sales Consultant at EPIC Advisors, Director of Sales at Custom Brewcrafters, Client Service Manager at Manning & Napier Advisors, and multiple positions at JPMorgan Chase, where responsibilities included managing high-value customer relationships and leading service initiatives. Bob's educational background includes the Enrolled Agent Designation in Taxation from Gleim, a program in Financial Planning from the College for Financial Planning, and a BS degree from St. Lawrence University.

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices