John P. Killoy, Ph.D., Cebs, Crpc Email & Phone Number

Overland Park, Kansas, United States

I work with a variety of clients building goal-based financial plans that is centered on what is most important to them. I am a senior leader in the financial services industry with significant experience in building goal-based financial plans, retirement plan advising (with plan sponsors, participants and advisors), sales, administration, coaching and.

Overland Park, Kansas

Kansas City, Missouri Area

• Responsible for plan management and participant engagement strategies in retirement plans with significant expertise consulting with plan sponsors, advisors and participants.
• Managed a large team of retirement counselors and advisors that help millions of participants develop a personalized retirement strategy. Exceeded sales goals every year for roll-overs, new enrollments, deferral.
• Participated in sales finals representing relationship management, retirement counselors and communication consultants with a 90% win ratio.
• Participated in client retention efforts with a 98% client retention ratio in my region.
• Worked as a part of senior management to ensure our offering was a leader in the industry, our retirement counselors were trained in all aspects of retirement planning and assisted in building and rolling out our.
• Partnered with Relationship Managers and other internal service team members to consult with over 75 plan sponsors and advisors on plan design, administration, participant engagement strategies as well as education and.

Kansas City, Missouri Area

Responsible for the overall management of the Transamerica Retirement Education and Planning Services organization. Managed over 210 Registered Representatives and Investment Advisors across the United States that help over 5 million participants develop a personalized retirement strategy that includes plan enrollment, how much to save (income.

Kansas City, Missouri Area

Responsible for the overall management of the National Team. Managed a team over 120 that worked with hundreds of plan sponsors and advisors and over 1 million participants (over $50 billion in assets). Team was involved in plan reviews, client-facing problem solving, profitability analysis, and ultimately responsible for retaining and growing the.

Kansas City, Missouri Area

Responsible for the initial team creation and ongoing management of the retirement plans for one of the largest Healthcare systems in the United States. Hired, trained and managed a new team of 30 to build strong relationships with local client HR staff and provide retirement plan expertise, education and roll-over assistance for our largest client that.

Kansas City, Missouri Area

Responsible for the management and strategic planning of the Client Education Group for UMB Financial Corporation. Increased firm level participant participation rates by 8%, deferral rates by 1.3% and IRA capture rate by 52% in one year. Increased participant education satisfaction scores from 64% to 95%, plan sponsor satisfaction scores from 62% to 97%.

Kansas City, Missouri Area

Responsible for the project management of over 42 projects for Sprint PCS. Responsible for the business case, needs assessment, front-end analysis (FEA), project plan & scope, design, development and implementation. Products included Electronic Performance Support Systems (EPSS), online e-learning training materials & tools, job aids, trainer guides.

Kansas City, Missouri Area

Responsible for software design of a senior-friendly e-mail and Internet browser. Additional duties included usability testing, customer satisfaction surveys, technical writing of user manuals, design, development, and evaluation of training materials, market research, competitive analysis, and selection of content for the corporate web site. Through.

Tempe, Arizona

Graduate Teaching Associate, Psychology in Education, Arizona State University (ASU)August 1996 – January 2000Complete responsibility for teaching EDP 301 - Learning and Motivation and EDP 310 - Educational Psychology. Designed and developed instructor and student materials, web related resource tools, computer-based instructional programs, and electronic.

Chandler, Arizona

Responsible for working with Intel University and the Intel College of Manufacturing to analyze, design, develop, deliver, and evaluate Manufacturing 101F (Fab version) and Manufacturing 101A (Assembly/Test version). The focus was to define and develop a “science of manufacturing" that would be used to meet business metrics. We delivered the training to.

Doctor Of Philosophy (Ph.D.), Learning And Instructional Technology

Activities and Societies: Graduate Teaching Assistantship - Taught EDP 301 - Learning and Motivation and EDP 310 - Educational Psychology.

Master Of Science (M.S.), Clinical Psychology

Activities and Societies: Graduate Research Assistantship. Project Partnership: Restructuring Teacher Education to Meet the Needs of the.

Bachelor Of Arts (B.A.), Psychology

Activities and Societies: Statistics Tutor. Worked with undergraduate students and faculty to understand, apply, and publish statistics.