Kathleen Connelly

Chief Client Officer at Fiduciary Decisions
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Contact Information
us****@****om
(386) 825-5501
Location
Fort Mill, South Carolina, United States, US
Skills

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Bio

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5.0

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Rick Harvey

Kathleen is an outstanding resource to our company. Her Leadership role with Ascensus has created a client service model,which has been very successful for my company, and for our clients that use the Ascensus Recordkeeping services.

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Experience

  • Fiduciary Decisions
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Client Officer
      • Jul 2022 - Present

    • Chief Research Officer
      • Apr 2021 - Jul 2022

    • Senior Vice President Institutional Client Development
      • Apr 2020 - Apr 2021

  • Financial Finesse enterprise
    • United States
    • Financial Services
    • President
      • Mar 2019 - Jan 2020

  • Ascensus
    • United States
    • Financial Services
    • 700 & Above Employee
    • Executive Vice President
      • Aug 2003 - Dec 2018

      Senior executive who served in several key roles managing client relationships, product implementation, and operations. Partnered with institutional clients including asset managers, insurance companies, broker dealers and banks to identify key business requirements, build and execute product initiatives to meet these needs, and profitably grow their business. Over fifteen years, lead client organizations serving distribution channels, institutional clients, advisors, employers and their participants. Passionately dedicated to retirement outcomes and the client experience. Show less

  • PFPC/ Wachovia
    • Vice President
      • Sep 2001 - Aug 2003

      Responsible for Relationship Management and Institutional Servicing Responsible for Relationship Management and Institutional Servicing

  • T. Rowe Price
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • Mar 1999 - Sep 2001

      Headed Client Administration, responsible for day to day client satisfaction of plan sponsors in all markets from micro to large plans. Also responsible for the strategic planning and budgets of the Participant Service Center. Headed Client Administration, responsible for day to day client satisfaction of plan sponsors in all markets from micro to large plans. Also responsible for the strategic planning and budgets of the Participant Service Center.

  • J.P. Morgan
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • Mar 1997 - Mar 1999

  • T. Rowe Price
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • Oct 1984 - Mar 1997

Education

  • Washington College
    BA, International Studies
    1980 - 1984

Community

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