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Sunny DeLory

Sunny DeLory

Client Service Associate - Albany

Sunny joined Benefit Planning Services in the fall of 1999. She has worked in the financial services field for twenty five years. At BPS she plays a key role in customer relations for the firm. She manages our customer service department, which includes daily processing of distributions and solving problems to ensure client satisfaction. She also coordinates the regulatory and compliance component of new business as well as the application submission, tracking and follow up process.