Guideline
Kevin Maldonado is an accomplished operations associate with extensive experience in customer success and support roles across various companies. Currently serving as an Offboarding Operations Associate II at Guideline since August 2021, Kevin facilitates 401(k) plan terminations, enhances internal processes, and collaborates across teams to resolve client inquiries. Previously held positions at Guideline include Sr. Customer Success Specialist and Customer Success Specialist, where Kevin demonstrated leadership and excellence in customer service metrics. Prior experience also includes customer support roles at GoSite and iMatrix, focusing on client retention and product troubleshooting. Kevin holds a Bachelor of Business Administration in Business Administration and Management from San José State University.
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Guideline
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Guideline is the easy, affordable way to invest in your financial future. Their retirement platform automates plan administration, recordkeeping, compliance testing, investment management, and more. And gives small business owners and their employees the confidence to say yes to today and tomorrow.