Kerry Tapia

Kerry Tapia

VP, Participant Education and Engagement

Kerry is responsible for providing leadership and strategic oversight for participant-level education. She is accountable for ensuring a successful education platform, from group-based education meetings to the participant web portal experience. Kerry's primary objective is to drive positive financial outcomes for employees.

Before joining SageView, Kerry spent twelve years in the retirement recordkeeping side of the financial services industry. Starting her career in the participant call center of Empower Retirement in 2010, she has since led several strategic initiatives, launching advanced products, RFP responses, and competitive intelligence. In her most recent role at Voya Financial, Kerry specialized in multiple employer solutions and worked with national consulting firms to enhance satisfaction rates on shared clients.

 

Education and Professional Credentials:

Northern Illinois University, Bachelor of Science

FINRA Series 6 and 63 registered