Kathy Silva

Kathy Silva Email and Phone Number

Retirement Plan Consultant @ Beacon Benefits, Inc.
Quincy, MA, US
Kathy Silva's Location
Quincy, Massachusetts, United States, United States
Kathy Silva's Contact Details

Kathy Silva personal email

n/a
About Kathy Silva

Executive with extensive experience and proven results in retirement plan administration, operations center management, customer-servicing strategies, and call center management. Proven ability to achieve superior results with customers and employee constituencies through consistent application of values based leadership.

Kathy Silva's Current Company Details
Beacon Benefits, Inc.

Beacon Benefits, Inc.

View
Retirement Plan Consultant
Quincy, MA, US
Website:
beacon-benefits.com
Employees:
18
Kathy Silva Work Experience Details
  • Beacon Benefits, Inc.
    Retirement Plan Consultant
    Beacon Benefits, Inc.
    Quincy, Ma, Us
    View
  • Definiti Llc
    Director Of Integration
    Definiti Llc Mar 2024 - Present
    Erie, Pa, Us
    • Work closely with functional departments to confirm the rapid, complete integration of the firm’s processes, people and technology• Coaching and mentoring the seller(s) through the transition to new ownership• Successfully manage the integration of acquired businesses’ staff, clients and operations through the three to nine months following closing.• Serve as principal ‘change agent’ with new staff, doing everything possible to achieve desired outcomes.• Project-manage the post-closing synergies: direct actions to streamline operations, eliminate redundancies, and improve the operational and financial performance of acquired firms.• Effectively communicate the learnings, needs and opportunities of newly acquired businesses to enhance the value of each acquisition.
    View
  • Beacon Benefits, Inc.
    Retirement Plan Consultant
    Beacon Benefits, Inc. Aug 2020 - Mar 2024
    Danvers, Massachusetts, Us
    View
  • Enterprise Iron Financial Industry Solutions, Inc.
    Principal Consultant
    Enterprise Iron Financial Industry Solutions, Inc. Jan 2020 - Aug 2020
    Matawan, New Jersey, Us
    View
  • Self-Employed
    Entrepreneur
    Self-Employed Jun 2018 - Mar 2020
  • Dst Retirement Solutions
    Client Service Officer
    Dst Retirement Solutions Sep 1998 - Apr 2018
    Managed various teams under the 401(k) Recordkeeping umbrella including Plan New Business, Plan Account Managers, Participant Phone Center, Change Control, Institutional Business Readiness for new business transitions and RS Operations.
  • Dst Retirement Solutions
    Relationship Manager
    Dst Retirement Solutions Feb 2013 - Jun 2016
    Relationship Manager within DST Retirement Solutions, and is responsible for managing the outsourced retirement relationships for multiple clients.
  • Dst Retirement Solutions/Boston Financial
    Client Service Officer
    Dst Retirement Solutions/Boston Financial 1998 - Apr 2018
    Improve the quality and efficiency of processing and service delivery. Increase the knowledge and utilization of retirement product features and functionality.
  • Trustar Retirement Services
    Senior Plan Administration Specialist
    Trustar Retirement Services 1996 - 1998
    Senior level account manager responsible for Compliance and Record-keeping administration of larger 401(k) plans.
  • Putnam Investments
    Senior Manager
    Putnam Investments 1990 - 1996
    Boston, Massachusetts, Us
    Responsible for Compliance aspects of New Business. Managed 401(k) Training Department.
    View

Kathy Silva Skills

Mutual Funds Financial Services Retirement Relationship Management 401k Process Improvement Vendor Management Series 63 Series 6 Business Process Improvement Client Services 401 Retirement Savings Plans Securities Pensions Business Relationship Management Retirement Plan Consulting Defined Contribution Call Centers Operations Management Data Conversion Operational Risk Management Agile Methodologies

Frequently Asked Questions about Kathy Silva

What company does Kathy Silva work for?

Kathy Silva works for Beacon Benefits, Inc.

What is Kathy Silva's role at the current company?

Kathy Silva's current role is Retirement Plan Consultant.

What is Kathy Silva's email address?

Kathy Silva's email address is ks****@****ial.com

What is Kathy Silva's direct phone number?

Kathy Silva's direct phone number is +161748*****

What skills is Kathy Silva known for?

Kathy Silva has skills like Mutual Funds, Financial Services, Retirement, Relationship Management, 401k, Process Improvement, Vendor Management, Series 63, Series 6, Business Process Improvement, Client Services, 401 Retirement Savings Plans.

Who are Kathy Silva's colleagues?

Kathy Silva's colleagues are Michael Longfritz, Tia Woodford, Hailey Lord, Info Info, Carol Mcgonagle, Connor Allwood, Sanil John.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.