Tate K.

About Tate K.

Is your organization looking to reward your employees, increase workplace loyalty and ensure your company’s workforce is competitive and built to last?Don\'t underestimate the importance of your retirement benefit for your workforce. A retirement plan/financial wellness solution is the second most demanded benefit by the ever-changing workforce today behind only health benefits. I\'m here to help you navigate your retirement plan options and integrate them with your current ADP Human Capital Management Solutions. Not using ADP for HCM? No problem. We can provide a complete evaluation or simply integrate with your existing tools.I also work closely with the Financial Advisor community to ensure our clients are \"Retirement Ready.\" My goal is to ensure I understand each business owner’s strategic vision for the organization, how the economy is affecting their ability to get there, and how our solutions can impact their ability to succeed. Want to learn more? Let\'s articles, comments and links to websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon as investment, insurance or financial advice. ADP, Inc. make no representation as to the accuracy or completeness of any systems, statistics, data, opinions, forecasts, or predictions provided in any third-party article, comment or website content. Also please note that due to industry regulations, I am unable to accept or give recommendations or endorsements.

Experience

1. Internal Wholesaler, Retirement Services

   ADP

   Nov 2024 — Present · Charlotte, NC, US

Education

• University of Utah

  Business Marketing emphasis of professional sales

  2019 — 2023