Kate Tubesing, Cpfa Email & Phone Number

Cincinnati, Ohio, United States

Cincinnati Area, KY

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.

Cincinnati Area, KY

Cincinnati, Ohio Area

Cincinnati, Ohio Area

Covington, KY

Helped Fidelity’s largest clients deliver critical information to their employees and retirees by developing and delivering best in class communications. Managed delivery of high quality, cost effective communication plans to Fidelity Health & Welfare and Defined Contributions (401k) Plan participants.

Covington, KY

I served as a consultant to Fidelity’s Mid Corporate Market 401(k) defined contribution clients totaling over $900 million in assets for the firm. Responsible for 20-25 client relationships, satisfaction, loyalty and increased profitability by managing the client service team, introducing products, services and offerings beyond defined contribution such as.

Greater Los Angeles Area

Provided onsite education to employees of Fidelity 401(k) Plan Sponsors. Delivered both general and targeted workshops along with custom one-on-one consultaions. Responsible for client satisfaction and increased employee awareness and education. Often the only "Face of Fidelity" for many individual clients.

Greater Los Angeles Area

I was the onsite Fidelity representative at a branch location often the first point of contact for existing and prospective clients. Responsible for building and maintaining relationships through walk ins and phone contacts as well as onsite seminars and sales campaigns.

Covington, KY

Served as a consultant to Fidelity’s Emerging Corporate Market 401(k) defined contribution clients totaling over $550 million in assets for the firm. Responsible for 45-50 client relationships, satisfaction, loyalty and increased profitability by managing the client service team, introducing products, services and offerings beyond defined contribution such.