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@retirementalliance.com
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Kimberly St. Pierre, Apa is listed as Founder at SetAway, LLC at SetAway, LLC Retirement Plan Design, Administration & Consulting, a company with 9 employees, based in Bedford, New Hampshire, United States. AeroLeads shows a work email signal at retirementalliance.com and a matched LinkedIn profile for Kimberly St. Pierre, Apa.
Kimberly St. Pierre, Apa previously worked as Founder & CEO at Setaway, Llc Retirement Plan Design, Administration & Consulting and President at Kas Consulting. Kimberly St. Pierre, Apa holds Bs, Marketing from Western New England University.
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AeroLeads found 1 current-domain work email signal for Kimberly St. Pierre, Apa. Compare company email patterns before reaching out.
With over 20 years of success in the retirement industry, my focus has been on generating growth, customer loyalty and regulatory compliance in the retirement industry. My strength is in both driving revenues and operational excellence. A hands-on leader, I have delivered branding and messaging strategies that command a competitive advantage and build market share. Equally strong in operations, I have leveraged technology and offshore outsourcing solutions to significantly improve productivity and staff focus on client relationships.Specialties: Strategic Planning & Execution Regulatory Compliance SAS 70 & SEC Audits Contracting & Negotiations Organization Change Management Business Process Reengineering Policy & Procedure Development Financial Data Analysis & Interpretation Operations Management Project Management Compliance Management Client Service Management P&L Management Budgeting & Expense Control Motivational Team Leadership Employee Attraction & Retention Training & Development Performance Management
Listed skills include Retirement, Management, Mutual Funds, 401K, and 27 others.
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A career timeline built from the work history available for this profile.
Bedford NH
SetAway provides retirement plan services that are innovative and flexible to meet the needs of the business owner. We offer plan design, documents, consultation, 316 and third party administration services to local business owners in New England. Setaway is passionate about servicing the small to medium size business owners, Registered Investment.
Bedford, NH
KAS Consulting offers consulting services to the Record-keepers, TPA's, RIA's across the country. We specialize in rolling up our sleeves and helping with operations by creating efficiencies and project management to allow the business to continue to grow and be as profitable as possible. We help companies in all different stages- some are just entering.
Manchester, New Hampshire
Provide strategic oversight, direction, and leadership to position company at forefront of industry. * Played instrumental role in company growth. * Reduced staffing requirements and improved efficiency, while attracting new business. * Improved brand messaging across entire organization.
Ensure company compliance with regulatory requirements, as well as, employee adherence to internal policies and procedures. Coordinate SAS70 and SEC audits.
Directed all daily company operations to ensure optimal efficiency and effectiveness, maximum resource utilization, and world-class customer service. * Saved money and gained efficiencies by leading initiative to outsource functional operations to India.* Drove optimal regulatory compliance rating by creating company’s first compliance department.
Other employees you can reach at setawayllc.com. View company contacts for 9 employees →
Trish Kondur
Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingCommerce City, Colorado, United States, United States
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BG
Bethany Gordon
Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingGreater Boston, United States
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JP
Jinal Patel
Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingUnited States, United States
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JW
J. Wayne Braun, Erpa, Cpc
Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingGreater Burlington Area, United States
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CB
Christina Bapties, Apa
Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingGreenville, Rhode Island, United States, United States
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JG
Jacqueline Gallipo
Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingDallas-Fort Worth Metroplex, United States
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JB
Jacquelyn Burke
Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingAttleboro, Massachusetts, United States, United States
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JM
Jacquelyn Morrow
Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingPennsburg, Pennsylvania, United States, United States
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NK
Noreen Kelton
Colleague at Setaway, Llc Retirement Plan Design, Administration & ConsultingLondonderry, New Hampshire, United States, United States
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Quick answers generated from the profile data available on this page.
Kimberly St. Pierre, Apa works for SetAway, LLC Retirement Plan Design, Administration & Consulting.
Kimberly St. Pierre, Apa is listed as Founder at SetAway, LLC at SetAway, LLC Retirement Plan Design, Administration & Consulting.
AeroLeads has found 1 work email signal at @retirementalliance.com for Kimberly St. Pierre, Apa at SetAway, LLC Retirement Plan Design, Administration & Consulting.
Kimberly St. Pierre, Apa is based in Bedford, New Hampshire, United States while working with SetAway, LLC Retirement Plan Design, Administration & Consulting.
Kimberly St. Pierre, Apa has worked for Setaway, Llc Retirement Plan Design, Administration & Consulting, Kas Consulting, Alerus Financial, Vistage Worldwide, Inc., and Retirement Alliance, Inc. (Acquired By Alerus Financial On 10/1/2014).
Kimberly St. Pierre, Apa's colleagues at SetAway, LLC Retirement Plan Design, Administration & Consulting include Trish Kondur, Bethany Gordon, Jinal Patel, J. Wayne Braun, Erpa, Cpc, and Christina Bapties, Apa.
You can use AeroLeads to view verified contact signals for Kimberly St. Pierre, Apa at SetAway, LLC Retirement Plan Design, Administration & Consulting, including work email, phone, and LinkedIn data when available.
Kimberly St. Pierre, Apa holds Bs, Marketing from Western New England University.
Kimberly St. Pierre, Apa is listed with skills including Retirement, Management, Mutual Funds, 401K, Strategy, Leadership, Employee Benefits, and Crm.
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