Tom Kubala personal email
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- Experienced professional with the ability to apply background in management, finance, accounting, and client relations to perform a variety of duties within the financial industry.- Exhibits strategic thinking and sound judgment in the creation of resource planning capacity models and metrics in order to determine ability to deliver successful business initiatives on time and on budget.- Uses proven project management and organizational skills to lead teams and clients through challenging transitions and to implement strategies to increase operational efficiencies.- Excels at building and maintaining relationships with clients and key decision makers.- Demonstrates the ability to provide necessary direction to team members in order to facilitate achievement of objectives and goals in demanding environments.- Proficient in Erisa and Non-Erisa rules, Microsoft Excel, Access, PowerPoint, Visio, Outlook, and Word
Matrix Trust Company
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Director Of Client ServicesMatrix Trust Company Feb 2019 - PresentGreater Chicago Area
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Senior Consultant - Strategic Planning Organization, Project ManagementLincoln Financial Group Oct 2014 - Jan 2019• Demonstrated sound leadership while managing numerous strategic and crisis management initiatives for the organization.• Served as a main relationship liaison for our key account customers and was responsible for guiding these clients through the successful implementation of their business model changes.• Exhibited strong project management skills while guiding teams through discovery, requirement definition, design, creation and execution of test plans, and deployment of project.• Collaborated with senior leaders and project stakeholders throughout project duration on progress and milestones. -
Team Manager - Strategic Planning Organization, Business Initiatives And Capacity ManagementLincoln Financial Group Jun 2012 - Sep 2014• Responsible for performing analysis of project charters for enterprise, infrastructure, and vendor initiatives, assessing impacts to individual business units, and determining ability to deliver on time and on budget.• Created resource capacity models, staffing models, and time management models for entire business organization in order to accurately track, benchmark, and forecast capacity of resources for current and future initiatives.• Performed risk management and response plans for current and forecasted work as well as recommended actions to handle resource capacity constraints for roadmap initiatives.
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Team Manager, Business Analyst, And Technical Specialist - Business Systems And Statements TeamLincoln Financial Group Jan 2011 - May 2012• Managed a team of ten defined contribution specialists that were responsible for providing lead subject matter and business process expertise to over 200 projects.• Responsible for business initiatives related to a full operating system migration from a functional, business, and end user standpoint.• Served as the main relationship liaison to all client facing and business unit teams and ensured that all customers were prepared for the changes resulting from the new operating system migration.• Created and maintained resource capacity and reporting metrics for all team business initiatives.• Oversaw implementation plan and performed user acceptance testing for projects related to operating system migration.• Conducted performance reviews, guided staff in career development, and interviewed candidates to ensure the hiring of effective employees.
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Senior Benefit Analyst And Team Manager - Small And Mid/Large Market Defined ContributionsLincoln Financial Group Jul 2008 - Dec 2010• Managed the Implementation and New Business team consisting of eleven team members.• Responsible for the successful implementation of new business on over 200 various 403(b), 457(b), 401(a), and 457(f) retirement plans ranging in size of $3 million to $400 million.• Managed a full-service defined contribution team consisting of three team members.• Responsible for the day-to-day full-service administration of defined contribution plans with over $1 billion in assets.• Supervised team members on defined contribution processes, conducted performance reviews, guided staff in career development, and interviewed candidates to ensure the hiring of effective employees.
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Senior Benefit Analyst And Team Manager - Mid/Large Market Defined ContributionsLincoln Financial Group Jun 2006 - Jun 2008• Supervised fourteen benefit analysts in delivering case assignments, client projects, portfolio budget, timely billing, internal controls, team meetings, and conducted comprehensive training.• Served as a lead subject matter expert for multiple system enhancements, closely monitoring implementation to anticipate and resolve any issues and oversaw the training of over 100 employees.• Supported the sales team in developing presentations to convey benefits of products to clients.• Performed data management and full-service administration of defined contribution plans for ten to twelve clients ranging in value from $10 million to $300 million.• Communicated with internal and external client auditors to ensure the completion of 5500 filings and audits.• Interviewed candidates and worked with senior level management to ensure the effective hiring of employees.
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Benefit Analyst - Mid/Large Market Defined ContributionsLincoln Financial Group Jun 2003 - May 2006• Performed data management and full-service administration of defined contribution plans consisting of a portfolio of ten to fifteen clients ranging in value from $10 million to $100 million.• Reconciled participant account balances to trust positions on a daily basis.• Created report queries to analyze and compare financial data.• Collaborated with the compliance department to gather data to complete year-end testing.
Tom Kubala Skills
Tom Kubala Education Details
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University Of Illinois At Urbana-Champaign – College Of Commerce And Business AdministrationFinance -
Management And Accounting
Frequently Asked Questions about Tom Kubala
What company does Tom Kubala work for?
Tom Kubala works for Matrix Trust Company
What is Tom Kubala's role at the current company?
Tom Kubala's current role is Director Of Client Services at Matrix Trust Company.
What is Tom Kubala's email address?
Tom Kubala's email address is ku****@****hoo.com
What schools did Tom Kubala attend?
Tom Kubala attended University Of Illinois At Urbana-Champaign – College Of Commerce And Business Administration, Northern Illinois University.
What skills is Tom Kubala known for?
Tom Kubala has skills like Defined Contribution, Retirement Planning, Analysis, Project Management, Budgets, Training, Accounting, Team Leadership, Financial Services, Auditing, 401k, Portfolio Management.
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