Kevin Patrick Email & Phone Number

Sacramento, Ca, Us

Dresher, Pa, Us

Supporting retirement plans and employee benefit solutions. Lead the overall functions and personnel of the National Call Center Participant Service Center.

Dresher, Pa, Us

DailyAccess Corporation, a subsidiary of Newport GroupSupport retirement plans and employee benefit solutions, lead the overall functions and personnel of the Client Services Department and Participant Call Center in a large geographic region.

We partner with firms to provide expert business, client servicing and strategic consulting services. The benefits realized from executive-level tactical and strategic expertise can be summarized into professionally managed client teams including: *Recommending superior approaches to Call Center Operations businesses*Servicing a business through formalized metrics and scorecards*Building engaged internal teams to support one another*Generating client and employee loyalty programs and strategies The purpose and goal of the relationship is to create a stronger client team to fully support the overall business objective of growing assets and revenues.

Westlake, Texas, Us

A Broker-Dealer business supporting a $12 Billion Third Party Administration list of clientele with over 6,000 retirement plans. Lead a relationship service and operation staff with a budget responsibility of $3 million.- Propelled complete turnaround of client service and operations organization in a heavily competitive vendor marketplace to a fully integrated and proactive business infrastructure. - Restructured teams by inspiring a relationship-focused and strengths-based environment resulting in a renewed culture which is progressive and continually raises the bar on service delivery.- Lead a strategic plan for business process off-shoring which migrated 50% of daily account processing to a more efficient and cost effective business partner. Improved turnaround time to same-day, along with cost savings of $200,000.- Spearheaded a transition management methodology for a struggling business unit to focus on a strengths-based review of associate development. With executive leadership team, defined, developed and rolled out methodology, framework and tools critical to successfully drive development forward.

Westlake, Texas, Us

•Collaborated and consulted with the client and identified vulnerabilities that existed in the environment and supported the implementation of audit techniques to improve the operation.•Performed operational audits supporting the Defined Contribution business assessing the adequacy of internal controls and the accuracy of data using specialized knowledge of 401(k) operational expertise.•Attested to the integrity of operational effectiveness and efficiency of the client’s business strategy through the use of practices such as Test of Design and Test of Effectiveness.

Valley Forge, Pa, Us

Led a Western National Call Center for 250 employees and a management staff of 25. This business was responsible for 42 percent of the call volume generated by Retirement Plan accounts [DC/DB, 403(b), NQP] with a $13 Million annual budget.• Built the Call Center from 25 to over 200 employees in a 2 year period. Conceptualized and lead the management team through change and transition efforts along with Six Sigma approach to identifying key business indicators.• Established first-ever Western recordkeeping presence for the firm’s large Defined Contribution business partners. Collaborated with executives to offer comprehensive workflow and imaging technology to drive down processing time to less than 2 day turnaround of business measures.• Introduced innovative recruiting plan that blended industry experienced experts with university graduates to provide expanded growth once inside the organization. Drove internal attrition success and reduced external turnover to less than 6 percent. This became the recruiting practice for all business locations.

Dresher, Pa, Us

•Created call center operation for 100 client relationships. Routing of calls through multiple toll-free lines, forecasting and scheduling formality to document business strategy.•Built operation staff of 55 to support business needs.

Boston, Ma, Us

- Accountable for Process Reengineering for SLC office with over 200 business recommendations of workflow redesign for Institutional 403(b)7 Transfer Agency.

Master Of Business Administration - Mba, Process Reengineering

Bachelor Of Science - Bs, Business