Kimberly Pierre

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

Experience

1. Founder & CEO

   Setaway, Llc Retirement Plan Design, Administration & Consulting

   May 2015 — Present

   SetAway provides retirement plan services that are innovative and flexible to meet the needs of the business owner. We offer plan design, documents, consultation, 316 and third party administration services to local business owners in New England. Setaway is passionate about servicing the small to medium size business owners, Registered Investment Advisors, Record-keepers, CPA\'s, and plan participants.

Education

• Western New England University

  BS

Skills

• Asset Allocation
• Mutual Funds
• Strategic Planning
• Business Planning
• Operations Management
• Investments
• Retirement
• Employee Benefits
• 401k
• Consulting
• Business Development
• Wealth Management
• Insurance
• Management
• Performance Management
• Financial Services
• Crm
• Strategy
• Budgets
• Relationship Management
• 401(K) Retirement Savings Plans
• P&L Management
• Customer Relationship Management (Crm)
• Leadership
• Financial Planning
• Business Process Re-Engineering
• Financial Advisory
• Retirement Planning
• Pensions
• Project Management
• Change Management