Kevin O'Keeffe Email and Phone Number
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As a Retirement Operations Solutions Manager at Transamerica, I have over 10 years of experience in the financial services industry, providing critical support and guidance to individuals and organizations in their investment and retirement services.I lead and manage two teams of client Onboarding Managers and National Account Managers, overseeing the installation and transition of retirement plans for F500 companies, valued at over $26B annually. I ensure compliance, quality, and efficiency in all aspects of the process, from data analysis and risk management to communication and coordination with internal and external stakeholders. I also support the sales team, meeting prospective clients and assisting with RFP responses. Moreover, I am a key member of the “Future State” digital transformation project, implementing innovative strategies and solutions to enhance customer experience and operational excellence.I am passionate about delivering exceptional results and service to clients and partners in the financial services industry. I am a skilled leader, who collaborates and motivates teams to achieve excellence and exceed expectations. I am also committed to staying up-to-date with the latest industry trends and regulations, continuously expanding my knowledge and providing the highest level of service to clients and stakeholders. I would love to connect with you and explore how we can work together to achieve our goals.
Transamerica
View- Website:
- transamerica.com
- Employees:
- 15388
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Client Transition Services And Retirement Operations ManagerTransamericaDenver, Co, Us -
Retirement Operations ManagerTransamerica Oct 2021 - PresentDenver, Colorado, United StatesDirect the Mid-Market Team of 14 client Onboarding Managers and the Large-Market Team ($200M plans) of 8 National Account Managers. Responsible for project management best practices, KPIs, hiring/firing, training, mentoring, and quality assurance (QA). Provide SME support to the sales team, meeting prospective clients to close business and assisting with RFP responses. Key member of the “Future State” digital transformation project. • Promoted to Department Manager with the attrition of the previous department manager and 2 team managers -
Lead Transition ManagerTransamerica Mar 2017 - Oct 2021Greater Denver AreaManaged daily operations of 2 teams, with 3 supervisors and 24 employees, processing the installation of +4500 retirement plans annually, valued at $26B. Ensured compliance with our internal teams and audit by performing managerial reviews of critical operating tasks and functions, monitored workflows, analyzed data, and managed potential losses while optimizing and monitoring business processes in a highly regulated and audited financial services environment. • Personally managed the installation of 200 plans valued at $6B -
Intermediate Transition ManagerTransamerica Mar 2019 - May 2019Greater Denver AreaHandled the installation of defined contribution retirement plans during start-up or conversion, including investment/feature changes, single-employer, and multiple-employer plans. Coordinate delivery of internal and external communications with plan sponsors. Consult with clients, attorneys/legal counsel regarding plan underwriting and technical issues. Ensured plans complied with federal and state laws; identified and discussed non-compliance provisions or operational problems with plan sponsors, TPAs, or financial advisors. Oversaw and monitored record-keeping set-up, allocation, and first deposits ($50K-$25M). • Developed and monitored up to 30 installation project plans per month to meet deliverable dates and timetables -
Transition ManagerTransamerica Mar 2017 - Mar 2019Greater Denver AreaHandled the installation of defined contribution retirement plans during start up or conversion, including investment/feature changes, single employer plan and multiple employer plans.Developed and monitored up to 30 installation project plans per month to meet deliverable dates and timetables. Coordinate delivery of internal and external communications with plan sponsors. Consult with clients, attorneys/legal counsel regarding plan underwriting and technical issues.Managed relationships with executive contacts of plan sponsors, financial advisors and third party record-keepers throughout the installation process.Ensure plans are in compliance with federal and state legislation; identify and discuss non-compliance provisions or operational issues with plan sponsors, TPA’s and/or financial advisors.Oversaw and monitored record keeping set-up, allocation and first deposits from $50K-$25M -
Lead - Financial Services RepresentativeScottrade Oct 2014 - Feb 2017Westminster, CoResponsible for bringing assets to Scottrade by educating prospective customers via inbound and outbound calls for deposit and rollover acquisition. Demonstrating industry knowledge by ensuring customers are in the correct type of products using service-to-sales practices. Developed exceptional client relationships by working independently with a team of 10 reps spanning 12 states in the Central US. • Acquired 300+ customers with portfolios totaling $20M+ in opportunities averaging $1.6M per month• Rated Top 5 Representative in Customer Service Ratings and Sales Operations -
ManagerClub At Cordillera May 2014 - Oct 2014Edwards, CoReporting to the Director of Golf, managed a 12-member team, responsible for scheduling, budgeting, and achieving club sales targets, including assisting the real-estate team in closing property sales. Developed and maintained creative materials for golf events, real estate sales, and outings. Developed and delivered sales training to the staff.• Brought in 18 new members valued at $1MSelected Accomplishments:• Managed a team of 12. Responsible for scheduling, budgets, performance management, coaching, and hitting club, apparel and sales targets.Supervised our client facing staff of 10 staff and improved our customer service standards• Interfaced with real-estate team to close additional sales. • Tailored and marketed to 500 members and • Brought in 18 new members over the summer. Helped increase membership by approximately $1M.• Cultivated and grew client relationships, obtaining key accounts. • Conducted market research, collecting preferences of consumers to ensure accurate targeting of advertising.• Developed creative-management tools (e.g., event templates, sales forms and project-tracking spreadsheets) that improved accuracy, appeal and efficiency of the flow of communication. -
Banking Officer FirstbankFirstbank Feb 2012 - Jun 2013Greater Denver AreaDeveloped relationships with business-to-business clients and new or current bank customers. Managed FirstBank branch location’s tellers, front office, opening or closing procedures, sales goals, and reviews. Performed quality assurance on all files to ensure they were complete before underwriting hand-off and coordinated effectively with title companies to ensure smooth closings.• Provided expedient service, cited as key to consistently high customer satisfaction reviews and a 10% increase in referrals in 2012Developed relationships with business-to-business clients. Used an integrated approach to create balanced programs for clients to build their respective brands and businesses using FirstBank financing.Selected Accomplishments:• Successfully processed some of the most challenging loan applications (e.g., first-time borrowers, self-employed applicants and borrowers with problematic credit histories).Completed FirstBank's Management Trainee Program. -
ManagerCountry Club At Castle Pines 2011 - Mar 2012Castle Rock, Co• Served as primary assistant on events for multimillion-dollar accounts and successful tournaments.• Assumed a lead role in pitch team meetings due to strengths in presentation and negotiation skills, and major accounts ($500K to $1M+ initial contracts).• Generated Junior Golf revenue of between 6% and 8%.
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Assistant Golf ProfessionalThe Country Club Of Colorado Feb 2009 - May 2010Colorado Springs, Colorado Area
Kevin O'Keeffe Skills
Kevin O'Keeffe Education Details
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Business, Management, Marketing, And Related Support Services
Frequently Asked Questions about Kevin O'Keeffe
What company does Kevin O'Keeffe work for?
Kevin O'Keeffe works for Transamerica
What is Kevin O'Keeffe's role at the current company?
Kevin O'Keeffe's current role is Client Transition Services and Retirement Operations Manager.
What is Kevin O'Keeffe's email address?
Kevin O'Keeffe's email address is ko****@****ail.com
What schools did Kevin O'Keeffe attend?
Kevin O'Keeffe attended University Of Colorado At Colorado Springs.
What skills is Kevin O'Keeffe known for?
Kevin O'Keeffe has skills like Customer Service, Event Planning, Event Management, Marketing, Hospitality, Sports, Sports Marketing, Management, Sales, Budgets, Merchandising, Leadership.
Who are Kevin O'Keeffe's colleagues?
Kevin O'Keeffe's colleagues are Tu Tran, Diane Senn, Nancy Aston, Curtis Watts Lutcf, Jacob Gebert, Valarie Dennis, Teena Bailey.
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Kevin O'Keeffe
New York City Metropolitan Area3hotmail.com, gshgroup.com, gshgroup.com4 +441782XXXXXX
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Kevin O'Keeffe
Seattle, Wa3cornell.edu, tyndall.ie, apple.com -
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Kevin O'Keeffe
Ceo, Cfo, Financial And Business Consultant, Turnaround And Restructure-M&A-Succession And Tax Planning ConsultantGreater Boston2okeeffeworld.com, gmail.com1 +161751XXXXX
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Kevin O'Keeffe
Brookline, Ma6adagiotx.com, collegiumpharma.com, yahoo.com, collegiumpharma.com, bbh.com, crai.com
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