Kimberly Pierre
Founder & CEO at Setaway, Llc Retirement Plan Design, Administration & Consulting
Based in Bedford, United States
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Seniority
C-Team
Department
General Business & Management
Location
Bedford
Industry
Financial Services
Company size
19
Contact information
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k•••••••@setawayllc.com
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Background
About Kimberly Pierre
With over 20 years of success in the retirement industry, my focus has been on generating growth, customer loyalty and regulatory compliance in the retirement industry. My strength is in both driving revenues and operational excellence. A hands-on leader, I have delivered branding and messaging strategies that command a competitive advantage and build market share. Equally strong in operations, I have leveraged technology and offshore outsourcing solutions to significantly improve productivity and staff focus on client relationships.Specialties: Strategic Planning & Execution Regulatory Compliance SAS 70 & SEC Audits Contracting & Negotiations Organization Change Management Business Process Reengineering Policy & Procedure Development Financial Data Analysis & Interpretation Operations Management Project Management Compliance Management Client Service Management P&L Management Budgeting & Expense Control Motivational Team Leadership Employee Attraction & Retention Training & Development Performance Management
Decision-makers
Other people at Setaway, Llc Retirement Plan Design, Administration & Consulting
- TKDirector
Trish Kondur
Director of Retirement Services · General Business & Management
- JPStaff
Jinal Patel
Trust Accounting Consultant · Finance & Accounting
- LBStaff
Linda Bernard
Plan Service Representative · Customer/Client Service
- KLStaff
Keiley Lamb
Operations Specialist · Operations
- JWDirector
J. Wayne Braun
Director of Actuarial Services · Finance & Accounting
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