Michael Kleeman
- Role
- Senior Director, Strategy & Business Development at Broadridge
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Experience
Senior Director, Strategy & Business Development
Dec 2021 — Present
Responsible for leading key initiatives to develop and refine the vision and strategy for the Broadridge Retirement and Workplace business, providing technology, analytics, and education solutions serving the entire retirement and wealth ecosystem. Utilize my experience evaluating industry trends, customer feedback, competitor offerings, and regulatory changes to generate meaningful insights in the development of new solutions, buyers, and markets.
Education
Colorado State University
Master of Business Administration (M.B.A.)
2015 — 2018
Purdue University
Bachelor of Science, Financial Planning
2003 — 2007
Skills
- Time Management
- Project Management
- Business Analysis
- Strategy
- Retirement Planning
- 403 B
- Requirements Gathering
- 457 Plans
- Visio
- Defined Contribution
- Business Requirements
- Business Process
- Cross-Functional Team Leadership
- 401k
- Process Improvement
- Financial Services
- Leadership
- 401(K) Retirement Savings Plans
- Microsoft Excel
- Management
- Business Process Improvement
- Strategic Planning
- Mutual Funds
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