Kerri Podzka
Vice President Service m & a Readiness @LPL Financial
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WORK HISTORY
Vice President Service m & a Readiness @LPL Financial
Lead Service Conversion Team responsible for service center readiness (people, process, and technology) for large, complex, and multifaceted M&A conversions. Responsibilities include- Partner with business, product, and technology leaders to lead and manage service readiness. Successfully implemented readiness activities for 3 large conversions resulting in average SLAs in the 83-85% range and CSAT scores averaging 94-98%- Oversee headcount budget and hiring strategy for service organization, partnering with analytics, finance, and talent acquisition teams- Develop tools to support repeatable planning for conversions, including a standardized service model design playbook- Lead a team of project managers focused on preparing the service organization for seamless transitions of new advisors.
EDUCATION
Framingham State College
Bachelor of Science, Business Administration
ABOUT KERRI PODZKA
Accomplished financial services leader, offering over 20 years of client facing, project and program management experience- Credited with being solutions oriented and approaches challenges in a dependable and flexible manner- Trusted team player with a strong work ethic and commitment to professional client service- Exceptional organizational, communication, problem-solving, multitasking, and decision making skills- Ability to leverage cross-functional relationships to drive change, mitigate risk and resolve issues in a fast-paced environment- Individually credited with designing tools, workflows, and efficiencies to streamline and optimize processes.
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