Kevin Patrick Email and Phone Number
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Senior Executive Professional, with demonstrated strengths that include assessing organizational needs, setting strategic direction, and implementing initiatives that enhance corporate performance, at an expanding or established company. A strong team builder and leader that enjoys the challenge of acquisitions and integrations, organizational restructuring and turnaround, product development or expansion, internal audit and assessment of controls for risks such as: operational, reputational, financial, regulatory, compliance and fiduciary. An executive experienced in transforming businesses into strong and profitable organizations. Expert qualifications in national call center leadership, employee career development along with process and transition management.A change agent and entrepreneur. Acknowledged nationally for ground breaking efforts in driving large scale cultural change that builds organizational effectiveness and propels revenue growth. Considered a visionary in large scale transition management integration, human capital management, executive training and development, and corporate consulting. Vast experience spans start-ups and business turnarounds. Career reflects success in corporate world, entrepreneurship and consulting with large industry firms.Specialties: Call Center Leadership, Six Sigma , Net Promoter Score, Business Process Reengineering, Audit and Operations Risk Management,Employee Engagement & Retention, Strategic Planning, StrengthsFinders/Gallup Development, Transition and change management practices, ERISA Retirement Plan accounts such as Defined Contribution, Defined Benefit, 403(b)7, FINRA Securities licensed with Series 7, 6, 63 and 26, Community Volunteer
Newport Group
View- Website:
- newportgroup.com
- Employees:
- 7
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Senior Vice President Operations And Participant Call CenterNewport GroupSacramento, Ca, Us -
Senior Vice President Operations & Participant Call CenterNewport Group Sep 2015 - PresentDresher, Pa, UsSupporting retirement plans and employee benefit solutions. Lead the overall functions and personnel of the National Call Center Participant Service Center. -
Vice President Of Client ServicesNewport Group Sep 2014 - Sep 2015Dresher, Pa, UsDailyAccess 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. -
OwnerK C Patrick Consulting Jan 2012 - Sep 2014We 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.
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Managing Director, Third Party Administrator (Tpa) Business SolutionsCharles Schwab Jun 2008 - Jan 2012Westlake, Texas, UsA 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. -
Director, Internal AuditCharles Schwab Jan 2007 - Jan 2008Westlake, 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. -
Department Head/Sr. Manager For Institutional 401(K) BusinessVanguard Mar 1997 - Jan 2007Valley Forge, Pa, UsLed 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. -
Associate Director Of Third Party BusinessBisys Dec 1995 - Mar 1997Dresher, 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. -
Business Manager For Retail And Qualified Plan BusinessesFidelity Investments 1987 - 1995Boston, Ma, Us- Accountable for Process Reengineering for SLC office with over 200 business recommendations of workflow redesign for Institutional 403(b)7 Transfer Agency.
Kevin Patrick Skills
Kevin Patrick Education Details
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Westminster UniversityProcess Reengineering -
Ferris State UniversityBusiness
Frequently Asked Questions about Kevin Patrick
What company does Kevin Patrick work for?
Kevin Patrick works for Newport Group
What is Kevin Patrick's role at the current company?
Kevin Patrick's current role is Senior Vice President Operations and Participant Call Center.
What is Kevin Patrick's email address?
Kevin Patrick's email address is kp****@****cox.net
What is Kevin Patrick's direct phone number?
Kevin Patrick's direct phone number is +170881*****
What schools did Kevin Patrick attend?
Kevin Patrick attended Westminster University, Ferris State University.
What skills is Kevin Patrick known for?
Kevin Patrick has skills like Mutual Funds, Strategic Planning, Crm, Series 7, Management, Leadership, 401k, Customer Service, Finra, Financial Services, Call Centers, Erisa.
Who are Kevin Patrick's colleagues?
Kevin Patrick's colleagues are Robert Eisenhart, Ethan Seip, Daniel Wright, Erin Ross, Aubrey Norment, Theresa Wilson, Maureen Driscoll.
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