Press Release

Corona to Lead Sales & Strategic Partnerships

Issued by Corona

Feb. 6, 2023

Rochester, NY Based Executive Will Oversee Sales, On-boarding and Marketing Teams

Rochester, NY — EPIC Retirement Plan Services has promoted Joe Corona to Director of Sales & Strategic Partnerships.

Corona has been a member of the EPIC RPS team for over 7 years as a Sales Consultant working with internal and external partners to develop strategic growth opportunities as well as developing new partnerships with banks, trust companies, and investment professionals.

Corona brings over 20 years of retirement industry experience to his new role and will oversee the EPIC RPS sales team which consists of six regional sales consultants based throughout the country. He will also manage EPIC’s marketing team, be tasked with collaborating with strategic partners, and represent Sales on the EPIC Executive Committee to help dictate market strategy and direction.

EPIC President Manny Marques said he is confident that Corona’s expertise and industry experience make him the perfect fit for this role.

“Throughout Joe’s history with EPIC RPS he has proven himself as an invaluable member of the EPIC team. Coupled with his inspiring positive outlook, his years of experience and intimate knowledge of the retirement plan business make him the ideal person to join our leadership team and head our team of sales consultants to continued success,” Marques added.

Joe earned his Bachelor of Science in Finance from St. John Fisher College (Rochester, NY) and holds a number of industry designations including QPA (Qualified Pension Administrator), QKA (Qualified 401(k) Administrator, CPFA (Certified Plan Fiduciary Advisor, TGPC (Tax-Exempt & Governmental Plan Consultant), and C(k)P® (Certified 401(k) Professional). Additionally, Joe holds Series 6, 7, 63 and 65 securities license and New York State life, accident, and health license.

He resides in Webster, NY. 

About the company:

EPIC Retirement Plan Services (EPIC RPS) is a national provider of retirement consultation services for third-party organizations including banks, trust companies and investment advisors. With offices in Rochester, New York, St Louis, Missouri, Peoria, Illinois, and Portland, Maine EPIC RPS works with clients to continuously grow their retirement businesses over time. EPIC RPS supports over 7,300 retirement plans across the entire country with $25 billion in retirement assets. It is a wholly owned subsidiary of NBT Financial Services, a subsidiary of NBT Bancorp, Inc. For more information visit www.epicrps.com.

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