Jeff Greenberg, co-founder of EPIC Retirement Services Consulting currently holds his Series 7, Series 24 and Series 66 FINRA Securities registrations with The Investment Center, Inc.
Mr. Greenberg received an Accounting Degree from the University of Albany in 1978 and a Law Degree from Hofstra University in December 1980. He started his career in 1981 as a tax attorney with Touch Ross & Co. In 1984 he was promoted to Manager of the ERISA Department. Jeff joined the securities business in October 1985 at Oppenheimer & Co., Inc. where he was hired as National Director of Retirement Services. While there he created and developed Oppenheimer’s Retirement Services Department which earned the reputation for developing innovative and unique strategies to achieve profiled client objectives. Jeff was promoted to Senior Vice President in 1989 and Managing Director in 1993. His department became entrusted with over five hundred 401k plans ranging from multi-national corporations to entrepreneurial start-ups.
Jeff co-founded EPIC Retirement Services Consulting, LLC with Eva Kalivas in October 1999. He is proud to be part of an organization that operates at all times on a foundation built upon Excellence, Principle, Integrity and Care where “the Client comes first.”
Jeff is a member of the New York State Bar Association Employee Benefits Section. He is a frequent lecturer for organizations and has authored numerous trade articles.
Jeff is also the very proud father of two now adult daughters.
