Kelli Davis Email & Phone Number
Benefits Manager Retirement Plans @ Children's Healthcare of Atlanta
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Kelli Davis Location
- Atlanta, GA, US
Kelli Davis Work
- Benefits Manager Retirement Plans @ (May 2025 - Present)
- Retirement Benefits Manager @ (April 2024 - April 2025)
- Retirement Plans Manager @ (April 2021 - October 2022)
- First Vice President, Retirement Plan Consultant, Retirement Services @ (December 2019 - February 2021)
- First Vice President, Relationship Manager, Employee Benefit Solutions @ (May 2018 - November 2019)
- Vice President - BB and T Retirement and Institutional Services @ (March 2008 - May 2018)
- Vice President and Trust Officer - Retirement Benefits Group Leader and Relationship Manager @ (January 2000 - March 2008)
- Trust Officer - Retirement Benefits Compliance and Education @ (January 1997 - January 2000)
- Financial Officer @ (February 1995 - September 1995)
- Assistant Controller @ Eagle Bancorp, Inc. (now United Bank) (April 1989 - October 1994)
- Audit and Accountant @ (June 1987 - April 1989)
Kelli Davis Education
- West Virginia Wesleyan College
BS (Double Major - Mathematics and Accounting)
Kelli Davis Skills
- 401(K)
- 401(k) Retirement Savings Plans
- 401k Rollovers
- Analytical Skills
- Attention to Detail
- Auditing
- Benefit Plan Administration
- Business Development
- Client Relations
- Communication
- Customer Relationship Management (CRM)
- Customer Retention
- Deferred Compensation
- Defined Benefit
- Defined Contribution
- ERISA
- ESPPs
- Employee Benefit Plan Design
- Employee Engagement
- External Audits
- Finance
- High Level Of Accuracy
- Human Resources (HR)
- Human Resources Information Systems (HRIS)
- Internal Communications
- Investment Advisory Services
- Leadership
- Long-term Customer Relationships
- Operational Compliance
- Organization Skills
- Pension Administration
- Pension Funds
- Personnel Management
- Problem Solving
- Project Management
- Qualified Retirement Plans
- Retirement Plan Consulting
- Retirement Planning
- Retirement Savings
- Risk Management
- Team Building
- Trust Management
- Trust Services
- Vendor Management
- Vendor Relations
- Written Communication
Kelli Davis Summary
- Kelli Davis, based in Atlanta, GA, US, is currently a Benefits Manager Retirement Plans at Children's Healthcare of Atlanta. Kelli Davis brings experience from previous roles at Rollins, Inc., Truist and SunTrust. Kelli Davis holds a BS in Double Major - Mathematics and Accounting @ West Virginia Wesleyan College. With a robust skill set that includes 401(K), 401(k) Retirement Savings Plans, 401k Rollovers, Analytical Skills, Attention to Detail and more. Kelli Davis has 2 emails and 2 mobile phone numbers on RocketReach.
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