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Kelly Park Email & Phone Number
Retirement Plan Specialist
at
Definiti LLC
2 work emails found
@brightscope.com
3 phones found area 858
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Retirement Plan Specialist
Location
Norwell, Massachusetts, United States
Company size
Who is Kelly Park? Overview
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Quick answer
Kelly Park is listed as Retirement Plan Specialist at Definiti LLC, a company with 284 employees, based in Norwell, Massachusetts, United States. AeroLeads shows a work email signal at brightscope.com, phone signal with area code 858, and a matched LinkedIn profile for Kelly Park.
Kelly Park previously worked as Onboarding Specialist at Alera Group, Inc. and Director, Client Success at Brightscope. Kelly Park holds Bs, East Asian History And Government from William & Mary.
Company email context
Email format at Definiti LLC
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{first}.{last}@brightscope.com
89% confidence
AeroLeads found 2 current-domain work email signals for Kelly Park. Compare company email patterns before reaching out.
Profile bio
About Kelly Park
With over 17 years in the finance services industry, I've honed a deep expertise in client relationship management and benefits administration, centered around creating successful partnerships with institutional clients. In my Onboarding role, my mission is to ensure our clients receive the highest level of service and assistance with their benefit plan. My approach is to bring a diverse perspective and collaborative spirit to an organization that values innovation and client satisfaction.My current role capitalizes on my strengths in direct client interaction and project management, with a sharp focus on enhancing client experiences and optimizing product utilization. I lead our client communications, manage institutional reports, and spearhead the integration of new services, ensuring seamless transitions and continuous improvement. My hands-on experience with Microsoft Word complements my ability to present complex data clearly and effectively.
Listed skills include Mutual Funds, Financial Services, Relationship Management, Retirement, and 22 others.
Current workplace
Kelly Park's current company
Company context helps verify the profile and gives searchers a useful next step.
Definiti Llc
6 roles
Kelly Park work experience
A career timeline built from the work history available for this profile.
Onboarding Specialist
Current
Oct 2023 - Present
Director, Client Success
Brightscope
BrightScope is a leading independent provider of software, analytics, and data to the financial services industry. BrightScope Beacon®, our SaaS enterprise product, is the premier data stewardship, integration, visualization, and exchange platform for the world’s top financial institutions. Beacon is the only holistic and flexible solution that connects.
Feb 2015 - Jul 2024
Senior Client Relationship Representative
Dst Retirement Solutions
- DST RS product and service offerings, and assisting with expanding the relationship. Responsible for managing the implementation of new products and services, through partnerships with other business units across the.
- Manage client relationship and day-to-day client communications
- Review and present institutional client reports and invoices
- Serve as primary Project Manager for new services as needed
- Represent client in enhancement review for new products and services
- Coordinate enhancements with Project Office
Sep 2012 - Jan 2015
Retirement Plan Account Manager
Primary contact and resource for multiple retirement plans Provides consultative service and support to team and external clientsExercises leadership by actively escalating issues, making recommendations for improvement to workflow and processesCompleted the ASPPA Retirement Plan Fundamentals 1 and 2 courses and relationship management workshops centered.
Oct 2007 - Oct 2012
Senior Specialist
Sep 2005 - Oct 2007
Team & coworkers
Colleagues at Definiti LLC
Other employees you can reach at definiti-llc.com. View company contacts for 284 employees →
BS
Betsy Schaaf
Colleague at Definiti Llc
Loveland, Ohio, United States, United States
View →
TS
Tammy Szelest
Colleague at Definiti Llc
Merrimack, New Hampshire, United States, United States
View →
SG
Stephanie Galbreath
Colleague at Definiti Llc
Greater Chicago Area, United States
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CR
Caroline Ridler, Qka
Colleague at Definiti Llc
Wells, Minnesota, United States, United States
View →
KP
Kevin Perry
Colleague at Definiti Llc
Myrtle Beach, South Carolina, United States, United States
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TL
Theresa Lacey
Colleague at Definiti Llc
Udall, Kansas, United States, United States
View →
MR
Mariely Romero
Colleague at Definiti Llc
Spring, Texas, United States, United States
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SL
Sherri Lenneman
Colleague at Definiti Llc
Brainerd, Minnesota, United States, United States
View →
JB
Jenny Barrer
Colleague at Definiti Llc
Baxter, Minnesota, United States, United States
View →
LF
Luke Flad
Colleague at Definiti Llc
Melissa, Texas, United States, United States
View →
Betsy Schaaf
Colleague at Definiti Llc
Loveland, Ohio, United States, United States
View →
TS
Tammy Szelest
Colleague at Definiti Llc
Merrimack, New Hampshire, United States, United States
View →
SG
Stephanie Galbreath
Colleague at Definiti Llc
Greater Chicago Area, United States
View →
CR
Caroline Ridler, Qka
Colleague at Definiti Llc
Wells, Minnesota, United States, United States
View →
KP
Kevin Perry
Colleague at Definiti Llc
Myrtle Beach, South Carolina, United States, United States
View →
TL
Theresa Lacey
Colleague at Definiti Llc
Udall, Kansas, United States, United States
View →
MR
Mariely Romero
Colleague at Definiti Llc
Spring, Texas, United States, United States
View →
SL
Sherri Lenneman
Colleague at Definiti Llc
Brainerd, Minnesota, United States, United States
View →
JB
Jenny Barrer
Colleague at Definiti Llc
Baxter, Minnesota, United States, United States
View →
LF
Luke Flad
Colleague at Definiti Llc
Melissa, Texas, United States, United States
View →
1 education record
Kelly Park education
FAQ
Frequently asked questions about Kelly Park
Quick answers generated from the profile data available on this page.
What company does Kelly Park work for?
Kelly Park works for Definiti LLC.
What is Kelly Park's role at Definiti LLC?
Kelly Park is listed as Retirement Plan Specialist at Definiti LLC.
What is Kelly Park's email address?
AeroLeads has found 2 work email signals at @brightscope.com for Kelly Park at Definiti LLC.
What is Kelly Park's phone number?
AeroLeads has found 3 phone signal(s) with area code 858 for Kelly Park at Definiti LLC.
Where is Kelly Park based?
Kelly Park is based in Norwell, Massachusetts, United States while working with Definiti LLC.
What companies has Kelly Park worked for?
Kelly Park has worked for Definiti Llc, Alera Group, Inc., Brightscope, Dst Retirement Solutions, and Boston Financial Data Services.
Who are Kelly Park's colleagues at Definiti LLC?
Kelly Park's colleagues at Definiti LLC include Betsy Schaaf, Tammy Szelest, Stephanie Galbreath, Caroline Ridler, Qka, and Kevin Perry.
How can I contact Kelly Park?
You can use AeroLeads to view verified contact signals for Kelly Park at Definiti LLC, including work email, phone, and LinkedIn data when available.
What schools did Kelly Park attend?
Kelly Park holds Bs, East Asian History And Government from William & Mary.
What skills is Kelly Park known for?
Kelly Park is listed with skills including Mutual Funds, Financial Services, Relationship Management, Retirement, 401K, Crm, Securities, and Series 63.
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