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Lacey Epstein, CEBS

Senior Employee Benefits Consultant and Business Development Executive

Lacey Epstein, CEBS, is a seasoned business professional with 16 years of experience in business development, focusing on building relationships and collaborating with C-level executives to implement successful employee benefit plans.

With 11 years of specialized experience in consulting on various employee benefit plans like pension, 401(k), and group insurance plans, Lacey has demonstrated expertise in cost analysis and composition.

Lacey's skill set includes strong interpersonal and relationship-building abilities, coupled with a proven track record in business development and retention.

As a Certified Employee Benefit Specialist (CEBS) from The Wharton School at the University of Pennsylvania, Lacey brings a high level of proficiency to the table, particularly in group retirement plans, group insurance plans, accounting, finance, technology, and process improvement.

Education-wise, Lacey studied for the CEBS Certification at The Wharton School, holds an MBA from Louisiana Tech University, and completed a B.S. in Finance from the same institution.

Having held various roles in reputable organizations like NRECA, Accretive Solutions, The MONY Group/AXA Advisors, and Louisiana Tech University, Lacey's professional journey also includes a stint as the Head Women's Tennis Coach at Louisiana Tech University, showcasing diverse experiences across industries.

Lacey Epstein, CEBS
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Location

Greater Birmingham, Alabama Area