Kimberly brings over 20 years of Retirement and 12 years of Healthcare industry experience. She has proven success in building practical solutions resulting in expense savings and significant revenue growth.


Healthcare, HSAs, Microsoft Dynamics CRM, Participant Education, Participant Experience, Quality Control, Process Design, IRAs, Relationship Management, Post-merger Integration

Relevant Experience

  • Instrumental in developing scalable solutions in adjacent sectors to improve margins and increase market penetration
  • Led global, cross-functional team to design, build and launch a cloud-based Microsoft Dynamics CRM, which improved the ability to analyze, forecast and provide reporting to partners
  • Created and led relationship management department resulting in the implementation of a highly successful cross-sell initiative and implementation of annual client business planning
  • Assembled agile virtual team to enable organization to rapidly expand while minimizing resource constraints
  • Leveraged expertise to guide clients to a more standardized service model and a better participant experience while increasing profitability for key partners
  • Reduced risk through creation of automated processes which led to improved accuracy and efficiency
  • Developed tools to train, mentor and support new virtual team members, resulting in improved quality and enhanced retention
  • Health/Life Insurance licensed in approximately 45 states

Prior Positions Held

  • Vice President – Total Benefit Communications, an Ascensus Company
  • Vice President – AMVESCAP/Princeton Retirement Group
  • Senior Consultant – Swerdlin & Company
  • President – Mullis Consulting