As a member of the Operations/Project Management team, Kathy supports the success of the CCI Consulting practice areas by providing customer service support, analyzing and developing processes, and managing key projects.
Prior to joining CCI, Kathy’s broad business background spanned multiple industries including healthcare, insurance, education, and nonprofit. Her functional expertise in these industries includes Marketing/Communications, Operations, Sales, Client Service/Account Management and both internal and external Recruitment. Her extensive experience with account management and customer service puts her in an excellent position to quickly understand client needs and propose effective methods for supporting those needs. Kathy has held positions with AEGON, the American Red Cross, United Pacific Life, Reliance Standard Life, The American College, and StudyPoint. In her various roles, Kathy has recruited, trained, and led teams who have successfully met or exceeded organizational goals. In addition, she has provided consulting services to a variety of clients.
Known for her ability to understand and analyze client needs, Kathy recommends solutions that lead to successful outcomes. She designed a compensation program to increase sales and improve retention in a highly competitive environment. In addition, she has led teams for three different organizations to modify or implement strategic customer databases to improve the customer experience. Kathy has an extensive network as a result of her professional background and experience. She is the former president of the Philadelphia Chapter of the Financial Service Professionals Society, formerly known as the Society of CLU & ChFC.
Kathy has a Bachelor’s Degree in History from Gettysburg College and a Master’s Degree in Management with an emphasis on leadership from The American College. She has earned the Fellow, Life Management Institute (FLMI) and Chartered Life Underwriter (CLU) designations during her experience in the insurance industry.