Kevin Becknell

Kevin Becknell Email and Phone Number

Chief Information and Compliance Officer @ PTM Wealth Management, LLC
Philadelphia, PA, US
Kevin Becknell's Location
Greater Philadelphia, United States
Kevin Becknell's Contact Details

Kevin Becknell work email

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n/a

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About Kevin Becknell

I am an experienced manager with a proven track record of leading others in pursuit of a common goal. I have extensive project management background and have led business operations as well as Information Technology (IT) teams with a focus on establishing standardized procedures, process automation and continued process improvement. Having lead on both the business and IT side has provided me with unique insight that allows me to bridge the gap between business and IT resources.

Kevin Becknell's Current Company Details
PTM Wealth Management, LLC

Ptm Wealth Management, Llc

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Chief Information and Compliance Officer
Philadelphia, PA, US
Website:
prudential.com
Employees:
14889
Kevin Becknell Work Experience Details
  • Ptm Wealth Management, Llc
    Chief Information And Compliance Officer
    Ptm Wealth Management, Llc
    Philadelphia, Pa, Us
  • Prudential Financial
    Business Intelligence Lead
    Prudential Financial Apr 2022 - Present
    Ft. Washington, Pa
    Led a team of developers in an agile environment supporting the execution of multiple key Business Intelligence initiatives including dashboard solutions using BI tools and technologies. Managed day-to-day development of business intelligence technology solutions. Collaborates and communicates effectively and consistently with business partners to proactively identify needs, prioritize, and develop solutions. Ensures solutions are robust, tested and leveraging best practices and industry standards. - Automated team reporting to minimize manual steps by pulling data directly from external data sources.- Led risk review initiative to review potential risks associated with data handling, change management, separation of duties, etc. Worked with the Risk Team to determine risk mitigation tasks and implemented recommendations.- Led initiative to roll out the Metrics Insights application to Prudential’s US Businesses. The application served as a repository for all reports created or maintained by the Business Intelligence team. Rolled out to 2,000+ associates.- Worked to retire legacy data sources (i.e. Cognos, Clarify, & STARS) to a Salesforce based reporting solution. - Conducted monthly meetings with our USB Services leadership to provide visibility into work in progress and prioritize work in the pipeline based on value to the organization.
  • Prudential Financial
    Manager, Project Management
    Prudential Financial Mar 2019 - Apr 2022
    Dresher, Pa
    Led a team responsible for maintaining a project inventory for Prudential’s U.S. Businesses. Identifying project requirements, Identify appropriate resources, establish priority based on value. Communicate status with Business stakeholders. - Introduced the “Did you Know..?” initiative where we analyzed client data with a goal of identifying actionable insights & recommendations to our business partners based on our findings to increase efficiencies, reduce risk or reduce cost.- Performed analysis if outbound communications for Prudential’s U.S. Businesses to identify potential cost reduction opportunities. Build reporting solution to allow visibility into associated costs and track progress for paper reduction initiatives.- Standardized Prudential’s service guarantee process for Retirement Services resulting in reduced delays in capturing service guarantee metrics, increase accountability, and increased speed of escalation for incorrect metrics.- Administered local SQL Server Infrastructure in support of the Business Intelligence Teams reporting and analytics initiatives.
  • Capgemini
    Operations Manager / Service Delivery Manager
    Capgemini Jun 2016 - Mar 2019
    Horsham, Pa
    Led a team of 28 processors supporting Policy Holder Services, Complex Processing and Billing functions for the Prudential client with responsibility for process optimization, cost reduction, internal controls, procedural compliance and meeting or exceeding established service level goals.- Reviewed existing procedures to identify process improvement opportunities. Reduced process costs introduced controls and monitored to ensure all critical tasks were performed within standard.- Reviewed state legislation to ensure procedural compliance and coordinated with internal partners to ensure alignment and consistency with procedures.- Instrumental member of project team responsible for transition all functionality existing on Prudential systems to Capgemini including reengineering systems and processes to the Capgemini environment.- Worked with Compliance Team as well as the customer directly to address customer complaints.- Created detailed capacity models for the Policy Holder Services (PHS) team to determine appropriate staffing levels and identify resources required for outsourcing initiatives.- Supported resource and work allocation projects including project to move transactional work to offshore resources, working with offshore teams to establish workflow, training, reporting, and service level standards.- Redesigned the LTC Complex Processing and Policy Administration teams to better align work with skillset of workers. Reviewed and created process flows and SOP’s for most functions and implemented changes to processes to improve efficiencies.- Automated team reporting to minimize manual steps required to generate reports and eliminated manual entry by pulling data directly from external data sources.- Served in the Service Delivery Manager capacity for a Hospital Indemnity product being rolled out to members of the American Association of Retired Persons (AARP) on behalf of our United Healthcare Client.
  • Prudential Financial
    Manager, Process Management
    Prudential Financial Mar 2014 - Jun 2016
    Dresher, Pa
    Leading a team of analysts in the Long Term Care (LTC) Division responsible for administering the Inflation and Rerate processes for Prudential’s LTC products, coordinating with internal partners to ensure consistency in procedures and investigating Complaints from Policy Holders.
  • Connolly Consulting
    Data Services Manager
    Connolly Consulting May 2008 - Mar 2014
    Conshohocken, Pa
    Leading a team of developers that support an audit team charged with auditing medical data for a top five U.S. healthcare insurer. Focused on the professional development of my team perpetually raising the bar. Collaborate directly with business partners to define business requirements. Utilize business understanding to automate workflows. Perform complex data aggregation and data validation on large volume data sets (1+ billion row tables). Drive continuous quality improvement. Execute data mining techniques for advanced analysis of data and report generation. Source and hire the best and brightest programmers/analysts.
  • Prudential Financial
    Operations Analyst
    Prudential Financial Sep 2000 - May 2008
    Dresher, Pa
    Forecast and track call volumes as well as the day-to-day execution of Prudential’s contact centers (7 contact centers and 1000+ agents’ nation wide). Serve as a liaison between the contact center and the systems organization. Automate manual processes using VBA. Implement Web based reporting using ASP and HTML. Develop processes in MS Excel and MS Access using VBA that improve efficiency by eliminating repetitive tasks. Create stored procedures and data transformation services (dts) in SQL Server. Act as DBA for division’s three database servers. Provide ad-hoc reporting for contact center as well as transactional areas. Prepare detailed procedural documentation for support of homegrown and third party software products.

Kevin Becknell Education Details

Frequently Asked Questions about Kevin Becknell

What company does Kevin Becknell work for?

Kevin Becknell works for Ptm Wealth Management, Llc

What is Kevin Becknell's role at the current company?

Kevin Becknell's current role is Chief Information and Compliance Officer.

What is Kevin Becknell's email address?

Kevin Becknell's email address is ke****@****ial.com

What is Kevin Becknell's direct phone number?

Kevin Becknell's direct phone number is (703)-610*****

What schools did Kevin Becknell attend?

Kevin Becknell attended Bucks County Community College, Delaware County Community College.

Who are Kevin Becknell's colleagues?

Kevin Becknell's colleagues are John Barton, Panlapa Ch., Jorge Osuna, Rosa Clay, Maybelle Gilbert, Dora Wiener, James Mccrea.

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