Kathy Metcalf

Kathy Metcalf Email and Phone Number

Retired -Relationship Manager for Qualified Retirement Plans @ Bremer Bank
saint paul, minnesota, united states
Kathy Metcalf's Location
St Paul, Minnesota, United States, United States
Kathy Metcalf's Contact Details

Kathy Metcalf personal email

n/a
About Kathy Metcalf

Kathy Metcalf is a Retired -Relationship Manager for Qualified Retirement Plans at Bremer Bank. She possess expertise in training, leadership, mergers and acquisitions, time management, erisa and 12 more skills.

Kathy Metcalf's Current Company Details
Bremer Bank

Bremer Bank

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Retired -Relationship Manager for Qualified Retirement Plans
saint paul, minnesota, united states
Website:
bremer.com
Employees:
1383
Kathy Metcalf Work Experience Details
  • Bremer Bank
    Vice President-Institutional Trust
    Bremer Bank Aug 2004 - Present
    St. Paul, Mn
    Relationship Manager/Sales for 401(k) and 403(b) Retirement Plans for Institutional Companies. Ensure Plans remain in Compliance with IRS/DOL requirements. Consulting on Plan documents and ensure proper plan set up in New Business/Implementation phase.Conduct employee education meetings, educating employees on benefits to saving for retirement, investment strategies and retirement readiness.
    View
  • American Express
    Conversion Consultant/Account Manager-Retirement Services
    American Express Jan 1998 - Jul 2004
    Greater Minneapolis-St. Paul Area
    Supervised professional team of Account Administrators and Assistant Account Administrators, in achievement of goals/objectives.Managed client expectations and coordinated implementation and conversion processes for New Business and mergers, realizing increased efficiency and client satisfaction.Provided sales support for Retirement Service Sale’s group.
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  • American Express
    Account Administrator New Business And Ongoing Account
    American Express Mar 1988 - Dec 1997
    Provided account management, reconciled conversions and monitored payroll files on mid to large Institutional 401(k) Plans and mergers.
    View

Kathy Metcalf Skills

Training Leadership Mergers And Acquisitions Time Management Erisa Investments Project Management Organizational Effectiveness Customer Service Sales Financial Services Problem Solving Process Improvement Team Leadership Relationship Management Employee Benefits Research

Frequently Asked Questions about Kathy Metcalf

What company does Kathy Metcalf work for?

Kathy Metcalf works for Bremer Bank

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

Kathy Metcalf's current role is Retired -Relationship Manager for Qualified Retirement Plans.

What is Kathy Metcalf's email address?

Kathy Metcalf's email address is ka****@****ast.net

What is Kathy Metcalf's direct phone number?

Kathy Metcalf's direct phone number is +165128*****

What skills is Kathy Metcalf known for?

Kathy Metcalf has skills like Training, Leadership, Mergers And Acquisitions, Time Management, Erisa, Investments, Project Management, Organizational Effectiveness, Customer Service, Sales, Financial Services, Problem Solving.

Who are Kathy Metcalf's colleagues?

Kathy Metcalf's colleagues are Katarzyna Stasinska, Rick Riley, Chelsea Halseth, Mor Thao, Craig Feuker, Derek Murphy, Cathy Hensel.

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