Kathleen Anderson - Retirement Plan Consulting - United Capital

Kathleen G. Anderson

Communications Consultant & Project Manager

Kathleen Anderson is a Communications Consultant & Project Manager for The PFE Group. Kathleen has over 20 years of experience in the financial services industry. Kathleen manages the logistics for PFE's financial communication and education projects and develops customized financial education materials. Her prior experience with PFE includes creating quarterly client reports, vendor/client liaison during conversion and overall technical project support.

Prior to joining The PFE Group, Kathleen was Vice President, Sales Support within the mutual funds division at Loomis, Sayles & Company, L.P., a Boston-based investment management firm. Prior experience includes account management and product analysis for Fidelity Investments and client support for Thomson Financial Services (Thomson Reuters).

Kathleen holds a B.S. in Finance from Bentley University.