Michael Kleeman Email & Phone Number
Senior Director, Retirement and Workplace Sales and Business Development @ Broadridge
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Michael Kleeman Location
- Denver, CO, US
Michael Kleeman Work
- 2023 -now Senior Director, Retirement and Workplace Sales and Business Development @
- 2025 -now FinServ Mentor @
- 2021 -2023 Senior Director, Strategy and Business Development @
- 2018 -2022 Director, Strategy and Product Management @
- 2017 -2018 Senior Consultant, Process Ownership @
- 2014 -2017 Senior Analyst, Product Management and Consulting @
- 2013 -2014 Senior Business Process Expert @
- 2011 -2013 Business Process Expert @
- 2010 -2011 Manager, Business Operations - Data Engagement @
- 2009 -2010 Team Specialist, Data Engagement @
- 2007 -2009 Benefit Analyst @
- 2006 -2006 Intern @
Michael Kleeman Education
- Colorado State University
Master of Business Administration (M.B.A.)
2015-2018 - Purdue University
Bachelor of Science (Financial Planning)
2003-2007
Michael Kleeman Skills
- 401k
- Process Improvement
- Retirement Planning
- Cross-functional Team Leadership
- Requirements Gathering
- 403 b
- Defined Contribution
- Microsoft Excel
- Business Requirements
- Leadership
- Business Process
- Business Analysis
- Visio
- Business Process Improvement
- 457 Plans
- Management
- Time Management
- Mutual Funds
- Financial Services
- Strategy
- Marketing
- Cross Functional Team Leadership
- Project Management
- 401k Retirement Savings Plans
- Strategic Planning
- 401 Retirement Savings Plans
Michael Kleeman Summary
- Michael Kleeman, based in Denver, CO, US, is currently a Senior Director, Retirement and Workplace Sales and Business Development at Broadridge. Michael Kleeman brings experience from previous roles at FinServ Foundation, Broadridge and TIAA. Michael Kleeman holds a 2015 - 2018 Master of Business Administration (M.B.A.) @ Colorado State University. With a robust skill set that includes 401k, Process Improvement, Retirement Planning, Cross-functional Team Leadership, Requirements Gathering and more. Michael Kleeman has 1 emails and 3 mobile phone numbers on RocketReach.
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