Katherine Bass, Cpfa
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Katherine Bass, Cpfa Email & Phone Number

Manager of Sales Operations at The Standard
Location: Lake Oswego, Oregon, United States 5 work roles 2 schools
2 work emails found @standard.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email k****@standard.com
LinkedIn Profile matched
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Current company
The Standard
Role
Manager of Sales Operations
Location
Lake Oswego, Oregon, United States
Company size
3435 employees

Who is Katherine Bass, Cpfa? Overview

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Quick answer

Katherine Bass, Cpfa is listed as Manager of Sales Operations at The Standard, a company with 3435 employees, based in Lake Oswego, Oregon, United States. AeroLeads shows a work email signal at standard.com and a matched LinkedIn profile for Katherine Bass, Cpfa.

Katherine Bass, Cpfa previously worked as Internal Retirement Plan Consultant at The Standard and Manager Internal Retirement Plan Sales at The Standard. Katherine Bass, Cpfa holds Bachelor Of Arts (B.A.), Art History, Criticism And Conservation from Portland State University.

Company email context

Email format at The Standard

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*@standard.com
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AeroLeads found 2 current-domain work email signals for Katherine Bass, Cpfa. Compare company email patterns before reaching out.

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Profile bio

About Katherine Bass, Cpfa

I am dedicated to supporting our effort of providing flexible retirement plan solutions designed to complement the expertise and value provided by advisors and third party administrators. Together, we can deliver a customized solution that meets the unique needs of employers and their employees.Our key focus includes:• Maximizing administrative fiduciary protection and overall fiduciary support for employers.• Outsourcing of key ongoing administrative tasks associated with running the plan, such as approving loans, distributions and hardship requests and distribution of required notices. • Helping employees overcome behavioral finance challenges through strategic enrollment and ongoing education solutions.• Solutions for all types of defined contribution plans as well as defined benefit plans.-----Third-party articles, comments and links to websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon as investment, insurance or financial advice. The Standard and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article, comment or website content. For additional information regarding The Standard, please visit https://www.standard.com/legal-privacy.

Listed skills include Sales, Crm, Marketing, Business Development, and 8 others.

Current workplace

Katherine Bass, Cpfa's current company

Company context helps verify the profile and gives searchers a useful next step.

The Standard
The Standard
Manager of Sales Operations
portland, oregon, united states
Website
standard.com
Employees
3435
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Company profile
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5 roles

Katherine Bass, Cpfa work experience

A career timeline built from the work history available for this profile.

Manager Of Sales Operations

Current
The Standard

United States

Mar 2020 - Present

Internal Retirement Plan Consultant

The Standard
  • Liaison between the financial advisor, our Retirement Plan Consultant, and our internal Sales Operations
  • Build and maintain productive and long term working relationships with retirement plan advisors to achieve sales goals
  • Provide ongoing support for plan advisor value propositions and service delivery models
  • Effectively position our flexible service offering to assist advisors in eliminating administrative burdens and fiduciary risks for plan sponsors
  • Establish long-term working partnerships and relationships with The Standard’s service and operational support personnel
  • Develop new sources of business, promote additional products and demonstrate product expertise and knowledge of competition in order to increase sales

Manager Internal Retirement Plan Sales

The Standard
Sep 2019 - Mar 2020

Sales Analyst

The Standard
  • Liaison between the financial advisor, our Retirement Plan Consultant, and our inside sales teams.
  • Partner with Retirement Plan Consultants to generate sales opportunities
  • Create weighted fee comparisons, in effort to assist the RPC in offering competitive fees
  • Create focused, targeted advisor contacts to schedule meetings and procure proposal requests
  • Provide initial introduction of The Standard and our products and services to advisors
  • Develop trusted relationships with our advisors and their staff
Feb 2012 - Feb 2015

Retirement Sales Desk

Standard Insurance Company

Portland, Oregon Area

  • Administrative Support for Retirement Sales Regional Pension Consultants.
  • Create, print, and ship proposals and finals presentations
  • Assist with preparation, education, and support for iPad usage
  • Enter opportunities, advisors, meetings, and generate reports into SalesForce
  • Order office supplies, process invoices, initiate IT requests, and travel support
  • Executive support, including travel requests and scheduling meetings
Feb 2012 - Sep 2012
Team & coworkers

Colleagues at The Standard

Other employees you can reach at standard.com. View company contacts for 3435 employees →

LS Lindsay S. Lindsay S. Colleague at The StandardCleveland, Ohio, United States, United States View → JB Julie Briggs Julie Briggs Colleague at The StandardPortland, Oregon, United States, United States View → CN Chandra Nair Chandra Nair Colleague at The StandardPortland, Oregon, United States, United States View → CC Cathy Curran Cathy Curran Colleague at The StandardHappy Valley, Oregon, United States, United States View → RS Richard Simpson Richard Simpson Colleague at The StandardBrecksville, Ohio, United States, United States View → JS Jason Steiner-Jolivet Jason Steiner-Jolivet Colleague at The StandardPortland, Oregon, United States, United States View → AD Angela D'Adamo, Msc Angela D'Adamo, Msc Colleague at The StandardSan Antonio, Texas, United States, United States View → CP Cathy Pruitt Cathy Pruitt Colleague at The StandardHamlet, North Carolina, United States, United States View → AP Allen Pinero Allen Pinero Colleague at The StandardPortland, Oregon, United States, United States View → JH Julie Hannan-Culp Julie Hannan-Culp Colleague at The StandardPortland, Oregon, United States, United States View →
2 education records

Katherine Bass, Cpfa education

FAQ

Frequently asked questions about Katherine Bass, Cpfa

Quick answers generated from the profile data available on this page.

What company does Katherine Bass, Cpfa work for?

Katherine Bass, Cpfa works for The Standard.

What is Katherine Bass, Cpfa's role at The Standard?

Katherine Bass, Cpfa is listed as Manager of Sales Operations at The Standard.

What is Katherine Bass, Cpfa's email address?

AeroLeads has found 2 work email signals at @standard.com for Katherine Bass, Cpfa at The Standard.

Where is Katherine Bass, Cpfa based?

Katherine Bass, Cpfa is based in Lake Oswego, Oregon, United States while working with The Standard.

What companies has Katherine Bass, Cpfa worked for?

Katherine Bass, Cpfa has worked for The Standard and Standard Insurance Company.

Who are Katherine Bass, Cpfa's colleagues at The Standard?

Katherine Bass, Cpfa's colleagues at The Standard include Lindsay S., Julie Briggs, Chandra Nair, Cathy Curran, and Richard Simpson.

How can I contact Katherine Bass, Cpfa?

You can use AeroLeads to view verified contact signals for Katherine Bass, Cpfa at The Standard, including work email, phone, and LinkedIn data when available.

What schools did Katherine Bass, Cpfa attend?

Katherine Bass, Cpfa holds Bachelor Of Arts (B.A.), Art History, Criticism And Conservation from Portland State University.

What skills is Katherine Bass, Cpfa known for?

Katherine Bass, Cpfa is listed with skills including Sales, Crm, Marketing, Business Development, Editing, Powerpoint, Databases, and Research.

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