Kim Mathewson Email & Phone Number
Senior Client Service Manager @ Principal Financial Group
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Kim Mathewson Location
- Appleton, WI, US
Kim Mathewson Work
- Senior Client Service Manager @ (March 2025 - Present)
- Client Service Manager II @ (July 2020 - March 2025)
- Branch Manager @ (June 2019 - March 2020)
- Senior Consultant, Plan Consulting @ Bronfman Rothschild (September 2018 - June 2019)
- Manager, Client Services @ (April 2016 - August 2018)
- Implementation Project Manager @ (April 2015 - April 2016)
- Senior Client Service Associate @ (December 2007 - April 2015)
Kim Mathewson Education
- Marian University of Fond du Lac
Bachelor of Business Administration (Operations Management, Marketing)
Kim Mathewson Skills
- Employee Benefits
- ESOP
- ERISA
- Retirement
- Leadership
- 401k
- Accounting
- Asset Allocation
- Budgets
- Deferred Compensation
- Defined Benefit
- Financial Analysis
- Management
- Mutual Funds
- Pensions
- Process Improvement
- Retirement Planning
- Securities
- Strategy
- 401(k) Retirement Savings Plans
- Recruiting
Kim Mathewson Summary
- Kim Mathewson, based in Appleton, WI, US, is currently a Senior Client Service Manager at Principal Financial Group. Kim Mathewson brings experience from previous roles at Principal Financial Group, Remedy Intelligent Staffing and Bronfman Rothschild. Kim Mathewson holds a Bachelor of Business Administration in Operations Management, Marketing @ Marian University of Fond du Lac. With a robust skill set that includes Employee Benefits, ESOP, ERISA, Retirement, Leadership and more. Kim Mathewson has 2 emails and 2 mobile phone numbers on RocketReach.
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