Kevin Patrick
Senior Vice President Operations & Participant Call Center at Newport Group | Greater Sacramento
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Kevin Patrick serves as the Senior Vice President of Operations and Participant Call Center at Newport Group, where he plays a pivotal role in shaping the company’s approach to retirement plans and employee benefit solutions. With a robust background in financial services and a keen focus on enhancing corporate performance, Kevin is adept at assessing organizational needs and setting strategic directions that drive growth and efficiency. His leadership extends to overseeing the National Call Center Participant Service Center, where he ensures that customer service excellence is at the forefront of operations.
Under Kevin’s guidance, the call center has implemented innovative strategies that leverage Six Sigma methodologies to streamline processes and improve service delivery. His expertise in Customer Relationship Management (CRM) systems has been instrumental in enhancing client interactions, ensuring that participants receive timely and accurate support for their retirement and benefit inquiries. Kevin is particularly skilled in organizational restructuring and turnaround initiatives, which have proven invaluable during periods of acquisition and integration, allowing Newport Group to maintain a competitive edge in a rapidly evolving industry.
A strong team builder, Kevin fosters a culture of collaboration and accountability within his teams, empowering them to take ownership of their roles while driving performance improvements. His strategic planning capabilities, combined with a deep understanding of risk management, enable him to navigate the complexities of the financial services landscape effectively. As Newport Group continues to expand its offerings, Kevin’s leadership and vision will be critical in ensuring that the organization not only meets but exceeds the expectations of its clients and participants alike.
Senior Vice President Operations & Participant Call Center at Newport Group in September 2015 to Present
Vice President of Client Services at Newport Group in September 2014 to September 2015
Owner at K C Patrick Consulting in January 2012 to September 2014
Managing Director, Third Party Administrator (TPA) Business Solutions at Charles Schwab in June 2008 to January 2012
Director, Internal Audit at Charles Schwab in January 2007 to January 2008
Department Head/Sr. Manager for Institutional 401(k) Business at Vanguard in March 1997 to January 2007
Associate Director of Third Party Business at BISYS in December 1995 to March 1997
Business Manager for Retail and Qualified Plan Businesses at Fidelity Investments in January 1987 to January 1995
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Series 7
401k
FINRA
Call Center
Customer Relations
ERISA
Mutual Funds
Human Capital Management
Six Sigma
Strategic Planning
Customer Service
CRM
Leadership
Financial Services
Management
401(k) Retirement Savings Plans
Call Centers
Finance
Strategy
Personnel Management
Risk Management
Securities
Retirement Planning
Program Management
Consulting
Customer Relationship Management (CRM)
Series 63
Trading
Investments
Employee Benefits
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Discover more about Newport GroupWhat is Kevin Patrick email address?
Email Kevin Patrick at [email protected] and [email protected]. This email is the most updated Kevin Patrick email found in 2026.
What is Kevin Patrick phone number?
Kevin Patrick phone number is +17088194000 and +16025736031.
How to contact Kevin Patrick?
To contact Kevin Patrick send an email to [email protected] or [email protected]. If you want to call Kevin Patrick try calling on +17088194000 and +16025736031. (updated on November 04, 2024)
What company does Kevin Patrick work for?
Kevin Patrick works for Newport Group
What is Kevin Patrick's role at Newport Group?
Kevin Patrick is Senior Vice President Operations & Participant Call Center
What industry does Kevin Patrick work in?
Kevin Patrick works in the Industrial Machinery Manufacturing industry.
Kevin Patrick Email Addresses
Kevin Patrick Phone Numbers
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