Kevin M. Clark

Senior Vice President @Inspira Financial

South Hadley, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2008 — Present

Senior Vice President @Inspira Financial

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I use years of experience in the retirement industry to help our clients mitigate administrative burdens with missing participants. I help plan sponsors and government organizations reunite participants with their savings.Recognized as the industry leader, Inspira Financial is a high-growth, tech-enabled provider of flexible and comprehensive retirement services. Established in we are the leader in Automatic Rollover IRAs and serve over 1.2M IRA accounts with $5B in assets.Inspira Financial partners with some of the biggest names in the industry including Fidelity, Alight, Mercer, John Hancock, Empower, Wells Fargo and Mass Mutual.We’ve helped clients including the YMCA, Dell and Hilton, as well as many hospitals and universities. One leading university realized an estimated savings of $30K per year after rolling more than 450 participants into IRAs within the first 2 years.It’s exciting to work for a company that received the Crain’s Fast 50 and Inc. awards for growth in 2018. I’m proud to emulate our corporate credo: To continually excel to provide better services to our clients.The case studies below demonstrate the many ways we can help reduce the cost pressures related to retirement plans.Specialties: Self-directed IRA | Automatic IRA Rollover | Uncashed Checks | Missing Participants | IRA Rollover Rules | Workplace Savings | Direct Rollovers | Emergency Savings Funds

EDUCATION

1980 — 1983

Assumption University

BA, Religion and Math

SKILLS

401kSales ManagementPensionsInvestmentsFinancial ServicesRetirementSalesRelationship ManagementEmployee BenefitsSeries 63Series 7StrategyWealth ManagementMutual Funds401(K) Retirement Savings Plans

ABOUT KEVIN M. CLARK

At Canyon Finance Ireland Limited, our team excels in facilitating bank guarantees and standby letters of credit for clients across the globe. With a robust educational foundation in Banking, Corporate, Finance, and Securities Law, I\'ve honed my skills in certified public accounting and commercial banking to deliver top-tier financial solutions.My role as a Lending Consultant at Canyon Finance Ireland Limited involves strategic collaboration with premier banks, ensuring precise execution of financial instruments. Our commitment to excellence has enabled us to support a diverse clientele, reflecting my dedication to driving financial success through innovative banking practices.

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Kevin M. Clark — Senior Vice President at Inspira Financial in South Hadley, MA, US | Unifers