Denise Kendall

Goshen,OH

Summary

Managerial professional with proven record of streamlining processes and leading high-performing teams. Known for strong analytical skills and commitment to achieving results. Teams rely on collaborative leadership and adaptability to changing needs.

Overview

years of professional experience

Work History

Manager, Client Services

Principal Financial Group

11.2024 - Current

Ensure company and government actuarial deadlines are met
Review participant calculations are accurate
Work with business partners to resolve all participant escalations

Manager, Workplace Investing

Fidelity Investments

04.2022 - 11.2024

Drives top level performance in the DB, DC and HW products
Coach and build customer service delivery plans
Streamlines business needs while working with business partners to meet multiple goals

Client Services Manager

Teacher’s Insurance and Annuity Association

10.2018 - 04.2022

SIE, Series 6 and 63 Registered, Life Insurance Producer’s license
Educates institutional clients on retirement plans/Relationship Manager
Worked with clients within the DC, DB, HW and Non Qual spaces to determines plan set up and payroll needs

Banking Center Manager, AVP

Bank of America

04.2014 - 10.2016

Interviewed, hired and trained teller and bankers
Resolved all customer service issues while meeting sales goals
Conducted annual reviews and determined scheduling and budgeting needs

Service Manager/Personal Banker, Officer

Wells Fargo Bank

01.2011 - 04.2014

Trained tellers and bankers on proper sales and service etiquette
Prepared branch staff for company audits
Conducted annual branch and bonus reviews

Education

Bachelor of Science - Business Administration

Philadelphia University

Skills

Customer service
Team leadership

Time management
Decision-making

Timeline