Jeffrey Kuo Email & Phone Number
Head of Retirement and Financial Benefits @ Massmutual
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Jeffrey Kuo Location
- Boston, MA, US
Jeffrey Kuo Work
- 2024 -now Head of Retirement and Financial Benefits @
- 2021 -now Retirement Plans Manager - North America @
- 2019 -2021 Senior Vice President: Operations Excellence and Transformation Manager @
- 2019 -2019 Fvp: Business Intelligence and Reporting @
- 2018 -2019 Fvp: Private Wealth Management Transformation @
- 2017 -2018 Program Manager @
- 2015 -2017 Retirement Team Manager @
- 2013 -2015 Benefits Project Manager @
- 2010 -2013 Group Account Consultant @
- 2008 -2011 Investment Advisor @
- 2006 -2008 Financial Advisor @
- 2000 -2006 Co-Founder and Partner @ Evolution Autodesign
Jeffrey Kuo Education
- Georgia State University
Master of Business Administration (Marketing, Finance and Marketing, Finance)
2005 - Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (Marketing)
2002-2005 - Georgia Institute of Technology
Bachelor of Science (Chemical Engineering)
1997-2001 - Shiloh High School
- Georgia Tech
(Chemical Engineering)
Jeffrey Kuo Skills
- Storytelling
- Persuasion
- Legal Requirements
- Creative Problem Solving
- Cost-Benefit Analysis
- Coaching
- Communication
- Plan Design
- Global Benefits
- COE
- Market Analysis
- Organizational Capability
- Problem Solving
- People Development
- Daily Operations
- Benchmarking
- Management
- Investments
- Finance
- Retirement Planning
- Wealth Management
- Account Management
- Portfolio Management
- Financial Analysis
- Employee Benefits
- Leadership
- Vendor Management
- Business Process Improvement
- Project Management
- Mergers & Acquisitions
- Strategy
- Employee Benefits Design
- Benefits Administration
- Retirement Plan Consulting
- Public Speaking
- Financial Services
- Program Management
- Defined Benefit
- Defined Contribution
- Training
- Human Resources
- Human Resources Information Systems (HRIS)
- Strategic Planning
- Customer Relationship Management (CRM)
- Marketing
- Deferred Compensation
- Employee Relations
- Team Leadership
- Presentation Skills
Jeffrey Kuo Summary
- Jeffrey Kuo, based in Boston, MA, US, is currently a Head of Retirement and Financial Benefits at MassMutual. Jeffrey Kuo brings experience from previous roles at Koch Industries, Truist and Suntrust. Jeffrey Kuo holds a Master of Business Administration in Marketing, Finance and Marketing, Finance @ Georgia State University. With a robust skill set that includes Storytelling, Persuasion, Legal Requirements, Creative Problem Solving, Cost-Benefit Analysis and more. Jeffrey Kuo has 2 emails and 3 mobile phone numbers on RocketReach.
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