Kevin Patrick

Kevin Patrick Email and Phone Number

Senior Vice President Operations and Participant Call Center @ Newport Group
Sacramento, CA, US
Kevin Patrick's Location
Greater Sacramento, United States, United States
Kevin Patrick's Contact Details

Kevin Patrick personal email

Kevin Patrick phone numbers

About Kevin Patrick

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

Kevin Patrick's Current Company Details
Newport Group

Newport Group

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Senior Vice President Operations and Participant Call Center
Sacramento, CA, US
Website:
newportgroup.com
Employees:
7
Kevin Patrick Work Experience Details
  • Newport Group
    Senior Vice President Operations And Participant Call Center
    Newport Group
    Sacramento, Ca, Us
  • Newport Group
    Senior Vice President Operations & Participant Call Center
    Newport Group Sep 2015 - Present
    Dresher, Pa, Us
    Supporting retirement plans and employee benefit solutions. Lead the overall functions and personnel of the National Call Center Participant Service Center.
  • Newport Group
    Vice President Of Client Services
    Newport Group Sep 2014 - Sep 2015
    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.
  • K C Patrick Consulting
    Owner
    K C Patrick Consulting Jan 2012 - Sep 2014
    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.
  • Charles Schwab
    Managing Director, Third Party Administrator (Tpa) Business Solutions
    Charles Schwab Jun 2008 - Jan 2012
    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.
  • Charles Schwab
    Director, Internal Audit
    Charles Schwab Jan 2007 - Jan 2008
    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.
  • Vanguard
    Department Head/Sr. Manager For Institutional 401(K) Business
    Vanguard Mar 1997 - Jan 2007
    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.
  • Bisys
    Associate Director Of Third Party Business
    Bisys Dec 1995 - Mar 1997
    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.
  • Fidelity Investments
    Business Manager For Retail And Qualified Plan Businesses
    Fidelity Investments 1987 - 1995
    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.

Kevin Patrick Skills

Mutual Funds Strategic Planning Crm Series 7 Management Leadership 401k Customer Service Finra Financial Services Call Centers Erisa Strategy Risk Management Personnel Management Customer Relations Six Sigma Retirement Planning Call Center Human Capital Management 401 Retirement Savings Plans Customer Relationship Management Finance Securities Program Management Consulting Series 63 Trading Investments Employee Benefits

Kevin Patrick Education Details

  • Westminster University
    Westminster University
    Process Reengineering
  • Ferris State University
    Ferris State University
    Business

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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