Katy P Email & Phone Number

Senior Director, Service and Operations @ Choreo

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Katy P Location

Peoria, IL, US

Katy P Work

Senior Director, Service and Operations @ (April 2025 - Present)
Director, Advisory Operations @ (September 2017 - April 2025)
Client Service Associate @ (December 2015 - September 2017)
Conversion and Customer Service Coordinator @ (June 2013 - December 2015)
Account Manager and Project Manager - Plan Services @ Alliance Benefit Group - Illinois (January 2011 - June 2013)
Manager of Volunteers @ Peoria Park District (August 2009 - December 2010)
Account Coordinator @ Hult Fritz Matuszak (April 2005 - June 2009)
Foundation Intern @ (May 2004 - August 2004)

Katy P Education

Professional Development Institute - Illinois Central College
Certification of Completion
2008-2008
Bradley University
BS
2001-2006

Katy P Skills

401(k) Retirement Savings Plans
Account Management
Administration
Advertising
Agile Methodologies
Agile Project Management
Analytical Skills
Attention to Detail
Budgeting
Budgets
Business Analysis
Business Process Design
Business Process Improvement
Business Process Mapping
Client Relations
Client Services
Communication
Computer Literacy
Confidentiality
Consultation
Conversion Optimization
Critical Thinking
Customer Relations
Customer Service
Data Analytics
Data Models
Data Visualization
Defined Contribution
ERISA
Email Marketing
Employee Training
Extract, Transform, Load (ETL)
Financial Operations
Financial Services
Internal Communications
Management
Market Analysis
Marketing Communications
Marketing Strategy
Mentoring
Microsoft Excel
Microsoft Office
Microsoft Outlook
Microsoft Power BI
Microsoft Power Query
Middle Office Operations
New Client Implementation
Non-profits
Nonprofits
Operational Activities
Operational Control
Operational Efficiency
Operations
Organization Skills
Plan Design
Presentations
Problem Solving
Process Implementation
Project Coordination
Project Planning
QKA
Qualified Retirement Plans
Quality Assurance
Quarterly Reporting
Recruiting
Reporting & Analysis
Research
Results Oriented
Retirement Plan Consulting
Retirement Planning
SOP Development
Service Operations
Service-Level Agreements (SLA)
Social Media
Social Media Marketing
Standard Operating Procedure (SOP)
Strategic Planning
Strategic Thinking
Strategy
Team Building
Team Coordination
Team Leadership
Teamwork
Technical Specs
Template Design
Training Documentation
Training Strategy
Training and Development (HR)
Visio
Volunteer Management
Waterfall Project Management
Web Analytics

Katy P Summary

Katy P, based in Peoria, IL, US, is currently a Senior Director, Service and Operations at Choreo. Katy P brings experience from previous roles at Choreo, David Vaughan Investments, COUNTRY Financial® and Alliance Benefit Group - Illinois. Katy P holds a 2008 - 2008 Certification of Completion @ Professional Development Institute - Illinois Central College. With a robust skill set that includes 401(k) Retirement Savings Plans, Account Management, Administration, Advertising, Agile Methodologies and more. Katy P has 5 emails and 5 mobile phone numbers on RocketReach.