Kathleen Simpson
About Kathleen Simpson
Kathleen Simpson is a Manager of Workplace Solutions Transition Services for Mid-Market Retirement at Transamerica, where she has worked since 2018. She has a strong background in project management and customer service, with previous experience at Bank of America Merrill Lynch and U.S. Bank.
Work at Transamerica
Kathleen Simpson has been employed at Transamerica since 2018, serving as the Manager of Workplace Solutions Transition Services for Mid-Market Retirement. In this role, she oversees project implementations and leads cross-functional teams to enhance employee development plans. Her responsibilities include ensuring that the transition services meet the needs of clients and align with the company's objectives. Kathleen's tenure at Transamerica has allowed her to leverage her extensive project management experience to drive successful outcomes in the retirement services sector.
Education and Expertise
Kathleen Simpson studied at Metropolitan State University of Denver, focusing on Biology and Chemistry. Her educational background provides a strong foundation for her analytical skills and problem-solving abilities. Kathleen possesses expertise in project management and customer service management, which she applies in her current role at Transamerica. Her ability to lead teams and implement effective strategies is supported by her academic training and professional experiences.
Background
Before joining Transamerica, Kathleen Simpson held several key positions in the financial services industry. She worked at Bank of America Merrill Lynch as Vice President of New Business Implementation from 2007 to 2017, where she was responsible for overseeing new business initiatives. Prior to that, she served as Operations Manager 2 at U.S. Bank for one year in 2005. Her diverse background in operations and project management has equipped her with the skills necessary to excel in her current role.
Achievements
In her current position at Transamerica, Kathleen Simpson has been involved in overseeing successful project implementations. Her role requires collaboration with various teams to ensure that projects are completed efficiently and effectively. Kathleen's leadership in implementing employee development plans and product enhancements reflects her commitment to improving service delivery and client satisfaction in the retirement services market.