Kate Davidson Email & Phone Number
Director, Retirement Client Services @ TruStage
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Kate Davidson Location
- Chicago, IL, US
Kate Davidson Work
- Director, Retirement Client Services @ (June 2020 - Present)
- Client Services Manager @ (January 2001 - Present)
- Pension Administrator @ (February 2000 - June 2001)
- Officer and Customer Service Representative @ (May 1998 - February 2000)
- Trust Officer @ (October 1995 - May 1998)
- Account Administrator @ (November 1994 - October 1995)
Kate Davidson Education
- Illinois Wesleyan University 1986-1990
Kate Davidson Skills
- Cash/Unit management
- Communication and collaboration
- Coordinated asset transfers for new business and closing accounts
- Customer Service
- Defined Contribution, Defined Benefit and Voluntary Employee Benefit Account Management
- Leadership
- Leadership and Management
- Management
- Marketing
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- New Business Conversion coordination
- Prepared and presented employee education meetings at client locations across the US
- Problem Solving and adaptability
- Public Speaking
- Retirement Technical Experience
- Sales
- Team Building
Kate Davidson Summary
- Kate Davidson, based in Chicago, IL, US, is currently a Director, Retirement Client Services at TruStage. Kate Davidson brings experience from previous roles at TruStage, VALIC, JPMorganChase and Bank of America Business. Kate Davidson holds a 1986 - 1990 Illinois Wesleyan University. With a robust skill set that includes Cash/Unit management , Communication and collaboration, Coordinated asset transfers for new business and closing accounts, Customer Service, Defined Contribution, Defined Benefit and Voluntary Employee Benefit Account Management and more. Kate Davidson has 1 emails and 1 mobile phone numbers on RocketReach.
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