Kevin Coffin

Program Vice President - Enterprise Transformation

Professional Overview
Kevin Coffin is an accomplished enterprise transformation leader with over 25 years of experience driving strategic initiatives and operational excellence across the financial services industry. As the Program Vice President of Enterprise Transformation at Fisher Investments, he leverages his deep expertise in technology integration, process optimization, and organizational change management to help the firm achieve its ambitious growth objectives.

Experience Summary

Current Role
In his current role, Kevin is responsible for overseeing the design and implementation of enterprise-wide transformation programs that streamline operations, enhance customer experience, and position Fisher Investments for long-term success. He leads cross-functional teams in the identification, evaluation, and deployment of innovative solutions that drive operational efficiencies, improve data management, and enable greater business agility.

Career Progression
Prior to joining Fisher Investments, Kevin held several senior leadership positions, including Head of Customer Success at Zengenes, Advising Director and Managing Director at Meradia, and Principal Director at Accenture. Throughout his career, he has demonstrated a proven track record of delivering complex, high-impact initiatives that have driven measurable improvements in organizational performance and client satisfaction.

Academic Background
Kevin holds a Bachelor of Science degree in Finance from the University of Texas at Austin, where he graduated with honors. He is also a Certified Public Accountant (CPA) and a Certified Change Management Practitioner, reflecting his strong academic foundation and commitment to professional development.

Areas of Expertise

• Enterprise transformation and business process optimization

• Technology integration and data management

• Organizational change management and talent development

• Strategic planning and execution

• Client relationship management and stakeholder engagement

Professional Impact
During his tenure at Zengenes, Kevin spearheaded the implementation of a cutting-edge customer success platform that improved client retention by 17% and increased customer satisfaction by 23%. At Meradia, he led a complex multi-year initiative to streamline operations and modernize the firm's technology infrastructure, resulting in a 25% reduction in operating costs and a 30% improvement in employee productivity.

Conclusion
With his extensive industry experience, strategic mindset, and proven leadership skills, Kevin Coffin is well-equipped to drive transformative change at Fisher Investments. He is dedicated to leveraging innovative solutions and collaborative approaches to help the firm adapt to the evolving financial services landscape and deliver exceptional value to its clients.