Katherine Henry
About Katherine Henry
Katherine Henry is an Operations Specialist with a decade of experience at Transamerica in West Chester, Ohio. She has previously held positions at Meijer, JPMorgan, Penn Mutual, and Fidelity Investments, and she holds a Bachelor of Arts in Speech Communication from Northern Kentucky University.
Work at Transamerica
Katherine Henry has been employed at Transamerica as an Operations Specialist since 2014. In this role, she processes a variety of transactions related to retirement solutions, including loans, hardship withdrawals, cash outs, rollovers, and in-service withdrawals. Her position requires a thorough understanding of administrative fees and Third Party Administrator (TPA) fees. Katherine's tenure at Transamerica spans over 10 years, during which she has contributed to the efficiency and effectiveness of the operations team in West Chester, Ohio.
Previous Employment Experience
Before joining Transamerica, Katherine Henry held several positions in the financial services industry. She worked as an Institutional TA Operations Specialist at JPMorgan for 7 months in 2009 to 2010. Following that, she served as a New Business Associate at Penn Mutual for 2 years from 2011 to 2013. Earlier in her career, she was a Customer Service Representative at Fidelity Investments for 11 months in 1999 to 2000. Additionally, she worked as a cashier at Meijer for 5 months in 2013, gaining valuable customer service experience.
Education and Expertise
Katherine Henry earned a Bachelor of Arts degree in Speech Communication from Northern Kentucky University, where she studied from 1995 to 2000. This educational background has equipped her with strong communication skills, which are essential in her current role as an Operations Specialist. Her expertise in processing retirement transactions and managing administrative fees reflects her comprehensive understanding of the financial services sector.
Background
Katherine Henry has a diverse professional background in the financial services industry, with experience spanning over a decade. She has worked in various capacities that have allowed her to develop a broad skill set. Her early career included roles in customer service and operations, which laid the foundation for her current position at Transamerica. Katherine's experience in different organizations has provided her with insights into the operational aspects of financial transactions.