Patrick Emery

Patrick Emery Email and Phone Number

New Business Processor at SHP Financial @ SHP Financial
plymouth, massachusetts, united states
Patrick Emery's Location
Kingston, Massachusetts, United States, United States
Patrick Emery's Contact Details

Patrick Emery personal email

n/a
About Patrick Emery

Patrick Emery is a New Business Processor at SHP Financial at SHP Financial. He possess expertise in 401k, employee benefits, financial services, performance management.

Patrick Emery's Current Company Details
SHP Financial

Shp Financial

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New Business Processor at SHP Financial
plymouth, massachusetts, united states
Website:
shpfinancial.com
Employees:
29
Patrick Emery Work Experience Details
  • Shp Financial
    New Business Processor
    Shp Financial May 2024 - Present
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  • Voya Financial
    Business Analyst
    Voya Financial Jan 2023 - May 2024
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  • Voya Financial
    Client Relationship Consultant
    Voya Financial Jul 2017 - Jan 2023
    Braintree
    Responsible for overseeing daily administrative and recordkeeping services, operations, and process improvements, as well as enhancing the participant experience.Other responsibilities include: reporting, audit support, problem resolution, managing participant research and escalations and delivery of ad-hoc or periodic reporting requests.
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  • Transamerica
    Client Services Manager
    Transamerica Jan 2007 - Jun 2017
    Norwood, Ma
    Manage a staff of five responsible for the Defined Contribution administration for three large clients totaling over $6 billion in plan assets. Responsibilities include, but are not limited to, ensuring quality client service while maintaining a high level of professionalism and sense of urgency so that participant and client expectations are consistently met through extensive contact with clients. Overseethe day-to-day management and development of a client team. Serve as a subject matter expert on both the client plans and administrative procedures and serve as the key resource for day-to-day issue resolution. Ensure that direct reports deliver quality service to clients both accurately and timely while adhering to standards. Manage client business process and identify areas for continued improvement as well as client billing. Additional responsibilities include effective project management, process improvements and profitability reviews.
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  • Mercer
    Client Services Team Leader
    Mercer Jan 2002 - Dec 2016
    Norwood, Ma
    Manage a staff of seven responsible for the Defined Contribution administration for 8 clients totaling $1 billion in plan assets. Responsibilities included ensuring quality client service and management, auditing daily cash/asset variances, review and provide plan reporting on a monthly basis, respond to escalated client and/or participant issues and supervise a staff of up to seven Benefit Analysts. Promoted to Manager
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  • Putnam Investments
    Client Services Analyst Iii
    Putnam Investments Jan 2001 - Dec 2001
    Quincy, Ma
    Be the main point of contact for all participant and/or plan level inquiries for three Defined Contribution Plans. Responsibilities included, provide support to the Client Services Team Leads, balance plan cash and assets, peer review participant transactions such as loans, distributions, payroll related items and withdrawals, preform Non-Discrimination Testing, 5500 Reporting, quarterly statements and plan enhancements.  Promoted to Team Leader
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  • Putnam Investments
    Senior Client Services Analyst Ii
    Putnam Investments Jan 1999 - Dec 2000
    Quincy, Ma
    Work with the Client Services Analyst III to determine that all plan activity is processed within standard and in compliance with IRS and DOL regulations and provisions. Perform daily balancing of the participant balances to corresponding trust assets and perform daily cash balancing of plan activity.  Promoted to Client Services Analyst III
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  • Putnam Investments
    Participant Services Specialist
    Putnam Investments Dec 1997 - Dec 1998
    Quincy, Ma
    Responsible for answering questions from over 50,000 Defined Contribution Plan participants, educate the participants on the offered mutual funds and complete transactions such as loans, withdrawals and clerical changes as they are requested.
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Patrick Emery Skills

401k Employee Benefits Financial Services Performance Management

Frequently Asked Questions about Patrick Emery

What company does Patrick Emery work for?

Patrick Emery works for Shp Financial

What is Patrick Emery's role at the current company?

Patrick Emery's current role is New Business Processor at SHP Financial.

What is Patrick Emery's email address?

Patrick Emery's email address is pa****@****cer.com

What skills is Patrick Emery known for?

Patrick Emery has skills like 401k, Employee Benefits, Financial Services, Performance Management.

Who are Patrick Emery's colleagues?

Patrick Emery's colleagues are David Teittinen, Joshua Smith, Keith Ellis, Joe Anderson, Owen Imparato, Evan Smith, Tasha Smith.

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