Tracey Miller Email and Phone Number
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Tracey Miller personal email
I am an accomplished and effective Project Management professional with extensive experience in the financial services industry and defined contribution retirement plans. I have demonstrated expertise in managing complex projects with direct client and consultant contact, as well as in building tools, procedures, and solutions to improve client service and reduce project risk and cost. I am skilled in policy and procedure implementation and support and have proven ability to drive planning and strategy to meet company objectives.
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Voya FinancialBoston, Ma, Us -
Director, Strategy And ExecutionTiaa Nov 2023 - PresentBoston, Massachusetts, United StatesFunctioned as a technical/functional master in retirement plan sales strategy and made decisions on tactical issues that impacted the retirement business.* Oversaw the implementation of policies and procedures supporting the business area strategy.* Drove and oversaw meeting planning in support of the retirement sales strategy and objectives collaborating with multiple stakeholders such as Marketing, IT, Sales, Government Relations and Finance, for example. -
Transition ManagerTiaa Aug 2015 - Nov 2023Served as the primary Transition Manager for TIAA’s largest retirement plan for their retirement plans on-boarding. This included on-boarding and training on retirement plan administration as well as adding new services to their multiple retirement plans. Collaborated with outside vendors and leading industry consultants on onboarding and vendor concerns for many of TIAA’s top retirement plans. Worked on a variety of transitions with top 200 clients on a multitude of retirement plan products and services including consulting and set up of new and existing services.
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Project Manager - Dc ImplementationJohn Hancock Retirement Plan Services Oct 2013 - Aug 2015Westwood, Massachusetts, United StatesCoordinated the conversion of Defined Contribution retirement plans and Taft Hartley plans for John Hancock Retirement Plan Services.* Headed the Implementation Team to on-board new Defined Contribution Plans to John Hancock Retirement Plan Services facilitating client meetings, collaborating with client advisors and being the main contact for the client during the implementation phase.* Collaborated with internal partners such as Sales, Institutional Relationship Managers, IT, Product, and Compliance to lead successful implementations.* Worked on the largest Defined Contribution relationships within the John Hancock Retirement Plan Services client base to create updated services, enhance relationships and onboarding of new relationships.
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Senior Project ManagerFidelity Investments 2007 - Oct 2013Marlborough, Ma• Worked directly with clients, industry peers, and internal contacts to transition Defined Contribution retirement plans with over $1B in assets to new 401(k) record-keepers and trustees. Created integrated project plan and procedures governing various segments to standardize future transitions. Became the subject matter expert for the department after presenting the plan to various internal groups for their approval.• Coordinated the conversion phase of Defined Contribution retirement plans for Fidelity Investments’ largest 401(k) and 403 (b) plan segments. • Interacted with all levels of management and peer groups to influence project outcomes.• Led process improvement initiatives and identified best practices to reduce errors.• Built the onboarding curriculum for new team members and mentored new associates on client issues.• Consistently praised for keeping project costs under budget while managing client expectations, and for satisfying client needs while influencing them to adopt Fidelity best practices.
Tracey Miller Skills
Tracey Miller Education Details
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Finance/Investments
Frequently Asked Questions about Tracey Miller
What company does Tracey Miller work for?
Tracey Miller works for Voya Financial
What is Tracey Miller's role at the current company?
Tracey Miller's current role is Director | Program/Project Manager | Retirement Plans Professional | Relationship Manager | Client Services Manager | Strategy and Execution.
What is Tracey Miller's email address?
Tracey Miller's email address is tr****@****fmr.com
What schools did Tracey Miller attend?
Tracey Miller attended Babson College, Boston College - Wallace E. Carroll Graduate School Of Management.
What skills is Tracey Miller known for?
Tracey Miller has skills like Financial Services, Risk Management, Business Analysis, Business Process Improvement, Process Improvement, Project Management, Management, 401k, Pmp, Analysis, Relationship Management, Defined Contribution.
Who are Tracey Miller's colleagues?
Tracey Miller's colleagues are Venkat Subbarao Rajulapudi, Jimmy Kirtland, Pooja Mahajan, Beth Hohman, Debra Buller, Emily Shannon, Jeana Bettencourt.
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Tracey Zarkis
Ponte Vedra Beach, Fl4floridablue.com, bcbsfl.com, everbank.com, carnival.com -
Tracey Miller
Exeter, Nh1yahoo.com3 +160338XXXXX
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Tracey Miller
Deputy Director Of Economic Development & Finance At North Dakota Department Of CommerceUnited States -
Tracey Miller
Greater St. Louis4hogan1.com, msn.com, tri-nat.com, tri-nat.com9 +163628XXXXX
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