Kathy McHenry

Background

About Kathy McHenry

Product / Project Management • Developed investment programs that expanded investment choice and diversification to meet client goals and improve program for participants. Programs generated $1.7 Billion in assets. • Monitored and made recommendations for new investment solutions or replace products due to performance issues, diversification, or lack of participant use. • Lead the launch of new investment solutions. Created detailed project plans to transfer assets to the company. Provided clear goals, objectives, timelines, and team responsibilities. Converted a total of $3 Billion in assets. Sales and Revenue Generation • Formulated, and delivered structured sales and client service training. Implementation of imparted training generates in assets annually. • Successfully managed client relationships for a 3-state territory. Prepared quarterly investment reviews, resolved client issues and provided excellent customer service. Positive industry image was maintained within the 529 business segment. Contract Development and Negotiations • Prepared and assisted in the negotiation process for numerous operational, funding and service agreements. • Initiated sale of services to an organization outside current contractual agreement. Evaluated and negotiated agreement terms for in assets. Assets and proceeds continue to grow at a rate of monthly. General Management • Organized, developed and spearheaded a cross-functional management team of 20 that achieved asset transfer objectives. 5 successful and timely conversions of assets from another company resulted. • Lead a research team to overhaul the asset allocation of the 529 age-based portfolios and presented the finding to our state partners. Three states have converted to the new methodology. Specialties:* Developing investment solutions * Contract negotiations * Product management * Product implementation