Kathleen Connelly's Location
Fort Mill, SC, US
Kathleen Connelly's Work
- Chief Client Officer @ Fiduciary Benchmarks
- Chief Research Officer @ Fiduciary Benchmarks
- Senior Vice President Institutional Client Development @ Fiduciary Benchmarks
- President @ Financial Finesse
- Executive Vice President @ Ascensus
- Vice President @ PFPC/ Wachovia
- Vice President @ T. Rowe Price
- Vice President @ J.P. Morgan
- Vice President @ T. Rowe Price
Kathleen Connelly's Education
- Washington College
BA (International Studies)
1980 - 1984
Kathleen Connelly's Skills
- Risk Management
- Process Improvement
- Retirement Planning
- Vendor Management
- Employee Benefits
- Mergers and Acquisitions
- Insurance
- ERISA
- Marketing Strategy
- 401k Retirement Savings Plans
Kathleen Connelly's Summary
Kathleen Connelly, based in Fort Mill, SC, US, is currently a Chief Client Officer at Fiduciary Decisions, bringing experience from previous roles at Fiduciary Decisions, Fiduciary Benchmarks, Financial Finesse enterprise and Ascensus. Kathleen Connelly holds a 1980 - 1984 BA in International Studies @ Washington College. With a robust skill set that includes Risk Management, Process Improvement, Retirement Planning, Vendor Management, Employee Benefits and more, Kathleen Connelly contributes valuable insights to the industry. Kathleen Connelly has 3 emails and 2 mobile phone numbers on RocketReach.
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