Benjamin Kitchen Email & Phone Number

London, Gb

• For a leading brokerage firm: Led consulting team guiding post-merger integration of Directed Stock Plan offering, worked with internal tech and business stakeholders to develop user stories and transition ongoing business operations to new platform, assisted in creation of tech roadmap• Internal EY thought leadership: Led team to provide insights and recommendations on emerging custom indexing technology for use in client projects and business development

London, Gb

• For a major wirehouse: Advised implementation of keystone goals-based planning advisor technology platform, provided research showcasing how robo-advisors capture and monitor clients’ goals, developed frameworks for planning tool functionality, use case, and process flow• For a fortune-50 mutual insurance company: Supported key technology implementations including vendor assessment and selection, drafting performance metrics, identifying platform user experience criteria, and defining project objectives and key performance indicators

Concord, California, Us

As lead Associate in the Practice Management department, I delivered consulting expertise and solutions to financial advisory firms, supported senior consultants with complex projects and customized work product, and managed company-wide initiatives to improve our advisor-facing thought leadership and knowledge. • Delivered Practice Management support and resources to AssetMark’s independent advisors and their businesses, in marketing, operations, human capital, business strategy, mergers & acquisitions, and other areas • Led special projects such as the company’s advisor-facing strategy on federal regulatory overhaul• Researched competitor activity and industry trends, as well as craft tactical responses and resources to adapt to headwinds• Developed company thought leadership, including new products, written articles, and executive presentations

Boston, Ma, Us

Provided financial analysis, operations support, and project management at Public Partnerships, LLC, a division of Public Consulting Group, Inc. that provides consulting expertise and financial management services to federal and state Medicaid programs. Lead the processing of Medicaid claims on behalf of the firm’s largest material client. Supported finance and revenue teams through project management, process improvement and cash-flow issue resolution.• Responsible for forecasting, tracking, resolving issues and reporting on $400 million in yearly participant funds• Analyzed operational inefficiencies, presented recommendations to executives, and instituted process improvements• Lead special projects, such as investigating and reclaiming $3 million in lost revenue due to systemic issues

Boston, Ma, Us

Supported project launch of high- volume, high-priority contract with the Pennsylvania Department of Public Welfare. Coordinated with various dept. heads, to implement company-wide procedures, analyzed and resolved technical and operational discrepancies by conducting appropriate research, and saved hundreds of man-hours by streamlining outdated practices.• Planned, developed, and implemented new company-wide policies to improve efficiency and maintain quality• Coordinated with multiple departments to investigate and resolve client issues• Played key role in the restructuring and functionalization of Financial Operations Department

Master Of Business Administration

Bachelor Of Arts (B.A.), Political Science