Katherine M. Kimball

• Compassionate Financial Advice for Modern Families and Professionals Building good rapport and relationships with clients throughout their financial journey
• Developing and implementing customized financial solutions including planning, investments, and insurance products
• Staying closely connected with clients to monitor and adjust approaches with life-changes
• Member of the DEI Ambassador Committee

Professional Specialties:

• Annuities, Disability, Life, Long-Term Care Insurance, Retirement and Investment Planning for Small Businesses, Professionals, Individuals, and LGBTQ+ Families

Member- MDRT Court of the Table 2021, Member- Females and Finance, Women in Financial Services Circle of Excellence

• Collaborating with customers to understand their business, process, goals, and success measurements for the project period.
• Providing clients with best practices guidance on key Brainshark touch points and considerations, such as user management, content creation, management and delivery, and tracking analysis.
• Deliver effective training, consultation, and follow-up to ensure clients’ ongoing use of Brainshark’s provided solutions.
• Developing, managing, and publishing detailed project plans to ensure the effective monitoring and delivery of Professional Services Engagements.
• Ensuring appropriate involved individuals understand the overall goals and scope of the project as well as project timeline.
• Motivating client and internal resources to ensure that engagements meet clients’ defined success measurements within the committed time, scope and budget for the project.
• Providing written documentation such as progress reports, use case summaries, and project summaries.

Additional Contributions

• Creating all new processes and documents for how various topics are delivered during implementation.
• Assisting with mentoring and training new hires
• Journey Mapping Task Force
• Company Culture Task Force

• Providing consultation, implementation, how-to support, live online trainings and services to customers to expand the use of Brainshark within their organizations.

• Managing 30-40 students and 6 instructors in the program
• Designing the curriculum and supporting website
• Ensuring the safety and satisfaction of each client.