Kerri Evans

Kerri Evans Email and Phone Number

Director, Product and Services Consultant @ Fidelity Investments
boston, massachusetts, united states
Kerri Evans's Location
Hurst, Texas, United States, United States
Kerri Evans's Contact Details

Kerri Evans personal email

n/a

Kerri Evans phone numbers

About Kerri Evans

Kerri Evans is a Director, Product and Services Consultant at Fidelity Investments. She possess expertise in building relationships, human resources, onboarding, vendor management, employee benefits and 7 more skills.

Kerri Evans's Current Company Details
Fidelity Investments

Fidelity Investments

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Director, Product and Services Consultant
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Kerri Evans Work Experience Details
  • Fidelity Investments
    Director; Product & Service Consultant
    Fidelity Investments Oct 2023 - Present
    • Managed responses to RFI's and RFP's for current Fidelity clients, ensuring thorough vetting of solutions to meet customer needs.• Collaborated with Retention Executives to oversee the retention process from initial engagement to renewal notification.• Provided sales support to aid in client retention efforts and drive business growth.
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  • Fidelity Investments
    Director, Communication Consultant
    Fidelity Investments Jun 2021 - Oct 2023
    • Provided communication support to Plan Sponsors in the Strategic Market, including custom communications for mergers and acquisitions.• Consulted with clients on internal initiatives to support their corporate goals.• Coordinated with internal business partners to provide annual workshops and education strategies.
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  • Fidelity Investments
    Communications Consultant
    Fidelity Investments Nov 2012 - May 2021
    Westlake, Tx
    • Provided communications support to Defined Contribution Plans in the Large Market at Fidelity Investments.• Analyzed plan demographics and participant behavior to design effective communications strategies.• Collaborated with plan sponsors to support Corporate Actions resulting in plan mergers, spinoffs, terminations, or transitions.
  • Fidelity Investments
    Sr. Relationship Manager
    Fidelity Investments Aug 2007 - Nov 2012
    • Oversaw relationships between Fidelity Investments, Plan Sponsors, and Investment Advisors.• Ensured plan compliance with IRS and DOL regulations, reviewed service agreements, and provided support during audits.• Consulted with advisors to provide investment reviews and fund recommendations.
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  • Bnsf Railway
    Manager Benefit Plans
    Bnsf Railway Apr 2003 - Aug 2007
    Responsible for IRS compliance of benefits plans, including Form 5500’s, Form 990, PBGC Filings, non- discrimination testing and Summary Annual Reports. Continue role as Vendor Manager for the Qualified and Non-Qualified Retirement Plan vendors. Manage the vendors for the Canadian Pension Plan and Group RRSP. Work with BNSF employees and Mercer HR - Mexico to develop a recommendation for conversion of the Mexican Pension Plan. Assist the staffing department with new hire testing and interviews at various locations across the BNSF network.
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Kerri Evans Skills

Building Relationships Human Resources Onboarding Vendor Management Employee Benefits Employee Relations Team Building Process Improvement Sales Strategic Planning Recruiting Performance Management

Kerri Evans Education Details

Frequently Asked Questions about Kerri Evans

What company does Kerri Evans work for?

Kerri Evans works for Fidelity Investments

What is Kerri Evans's role at the current company?

Kerri Evans's current role is Director, Product and Services Consultant.

What is Kerri Evans's email address?

Kerri Evans's email address is ke****@****att.net

What is Kerri Evans's direct phone number?

Kerri Evans's direct phone number is +181769*****

What schools did Kerri Evans attend?

Kerri Evans attended Texas Wesleyan University.

What skills is Kerri Evans known for?

Kerri Evans has skills like Building Relationships, Human Resources, Onboarding, Vendor Management, Employee Benefits, Employee Relations, Team Building, Process Improvement, Sales, Strategic Planning, Recruiting, Performance Management.

Who are Kerri Evans's colleagues?

Kerri Evans's colleagues are Devendra Singh, Jared Tokuz, Vinayak Raj Urs, Jim Neidenbach, Gabriel Le, Jimmy White, Jayakumar Kizhekkeveettil.

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