Jeff Costello Email and Phone Number
Jeff Costello work email
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Jeff Costello personal email
Jeff Costello phone numbers
Specialties: Health Savings Accounts (HSA), Cafeteria Plans (FSA,HRA, Transit) accessed via Debit Cards, HSA Banking Operations, Health Care Sharing Ministries (HCSM), Client Relationship Management, Negotiation Skills, Trainer, Business Development, Customer Service, Deep Credit Bureau Knowledge, and Working with Strategic Partners, Strategic Initiatives, RFI/RFP.
Semi-Retired / Cdh Consulting
View- Website:
- tri-ad.com
- Employees:
- 111
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ConsultantSemi-Retired / Cdh ConsultingKansas City, Mo, Us
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Implementation Project ManagerTri-Ad Aug 2022 - PresentResponsible for efficiently onboarding new administration clients, including reimbursement accounts (FSA, HSA, HRA, Lifestyle, Commuter), COBRA, Direct Bill-Leave of Absence and Retiree. Provide overall project management and tracking to ensure implementations occur on schedule. Responsible for gathering and documenting requirements, performing analysis, data support, configuration, updating and documenting meeting notes throughout the project, and monitoring the project to ensure all deliverables are met. As of June 2024, I have successfully on-boarded 29 new clients since August 2022.
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Svp, Healthcare Sharing ServicesLimebank (Fka Farmers State Bank, S/B) Aug 2019 - Jun 2022As the first member of Healthcare Sharing line of business, I was brought in after vendor selection and vendor contract execution to lead solution development, product implementation and overall management of project to bring beta product to marketing, including receiving the necessary regulatory approvals to launch product. I created all the divisions’ policies, processes, and objectives for the operational infrastructure. I was the internal subject matter expert on the healthcare sharing industry in addition to the Bank’s product offering.
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Svp/Director, Healthcare Services OperationsUmb Bank Nov 2015 - Oct 2018Directed all aspects of Healthcare Services Operations as well as provided strategic leadership to ensure proper operational controls, procedures, people and systems are in place for future growth of the department. Led strategy to identify opportunities to improve operational efficiencies and leverage strengths from other areas of the enterprise. -
Vp/ Director, Healthcare Services Risk And Compliance At Umb BankUmb Bank Jun 2015 - Nov 2015Supported the business unit and our clients as a resource on critical risk and compliance issues including third party oversight and due diligence, prepaid card regulations (related to benefit cards), applicable card association rules, and other business, legal or regulatory risks.
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Vp / Manager, Client ExperienceUmb Bank Jan 2012 - Jun 2015Built the Client Experience (i.e. relationship management team). Responsible for overall account management of existing clients within Healthcare Services division of bank. This included third party administrators, health plans and benefit software companies which offer the UMB multipurpose debit card tied to flexible benefits (FSA, HRA, Transit, Dependent Care, and HSA)
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Vp, Business DevelopmentUmb Bank Jan 2006 - Dec 2011Business development role in Healthcare Services division of bank, working with third party administrators, health plans and benefit software companies to offer a multipurpose debit card tied to flexible benefits (FSA, HRA, Transit, Dependent Care, and HSA)
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Account ManagerTransunion Sep 1993 - Jan 2006Developed B2B relationships with financial institutions, hospitals, utilities, etc.
Jeff Costello Skills
Jeff Costello Education Details
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Accounting And Finance
Frequently Asked Questions about Jeff Costello
What company does Jeff Costello work for?
Jeff Costello works for Semi-Retired / Cdh Consulting
What is Jeff Costello's role at the current company?
Jeff Costello's current role is Consultant.
What is Jeff Costello's email address?
Jeff Costello's email address is jc****@****879.com
What is Jeff Costello's direct phone number?
Jeff Costello's direct phone number is +181650*****
What schools did Jeff Costello attend?
Jeff Costello attended University Of Missouri-Kansas City.
What skills is Jeff Costello known for?
Jeff Costello has skills like Health Savings Accounts, New Business Development, Negotiation, Customer Service, Strategic Partners, Consultative Selling, Account Management, Customer Relations, Manage Client Relationships, Business Relationship Management, Prepaid Cards, Business Development.
Who are Jeff Costello's colleagues?
Jeff Costello's colleagues are Joanna M, Stacy Carano, Shelly Senneseth, Tony Lathouris, Shamekia Brown, Breanna Glass, Megan Christian.
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