Senior Product Manager
Current
Nov 2022 - Present
AeroLeads people directory · profile
Keith M. Email & Phone Number
Senior Product Manager @ Envestnet, Inc. | Process Improvement Expert
at
Envestnet, Inc
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Product Manager @ Envestnet, Inc. | Process Improvement Expert
Location
Riverton, Utah, United States
Who is Keith M.? Overview
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Quick answer
Keith M. is listed as Senior Product Manager @ Envestnet, Inc. | Process Improvement Expert at Envestnet, Inc, based in Riverton, Utah, United States. AeroLeads shows a matched LinkedIn profile for Keith M..
Keith M. previously worked as Senior Product Manager at Envestnet, Inc and Product Manager / Senior Business Systems Analyst at Fis. Keith M. holds Bachelor’S Degree, Accounting And Finance from Western Governors University.
Company email context
Email format at Envestnet, Inc
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Envestnet, Inc
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Profile bio
About Keith M.
Throughout my career, I have developed a reputation as an experienced professional with the ability to evaluate the market, technology landscape, and customer needs to establish goals and outcomes designed to achieve growth objectives; able ability to plan, prioritize, and manage a product team to achieve established business outcomes in partnership with leadership.I am known to be a collaborative team-player with the capacity to establish relationships with key subject matter experts; able to identify and lead ongoing product discovery efforts. Perhaps most important, I am a resilient individual with strong management and people skills, personal values, and technical knowledge; able to establish measurable objectives and develop effective strategies.
Current workplace
Keith M.'s current company
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6 roles
Keith M. work experience
A career timeline built from the work history available for this profile.
Product Manager / Senior Business Systems Analyst
Developed functional product requirements, roadmap creation and groomed backlog in close partnership with engineering, marketing, sales, and other stakeholders. Evaluated cost structures and revenue in collaboration with senior management, accounting, technology, and other internal cross-functional teams.Gathered, documented, designed, and tested brand new.
Jul 2014 - Jun 2022
Program Manager
Generated stability by scheduling and managing new version deployments for all SaaS clients; delivered software packages for self-hosted clients. Provided vital structure by creating all training curriculum; conducted all sessions for new and existing users as program’s Subject Matter Expert.Added over $1M in revenue through custom development work.
May 2013 - Jul 2014
Investment Solutions Specialist
Consistently ranked in top 10 nationally for sales and new assets under management. Ranked first on team in Customer Experience Interactions through a focus on valuing each client and tailoring individual investment solutions. Increased revenue by transferring new assets; advised clients on investing ~$2.7M weekly.
Apr 2012 - May 2013
Account Manager
Globalbased Technologies
- Launched and managed a complete OptionsHouse Office, supervising 9 financial reps and 4 coaches
- Managed project and team of 6 that developed over 1,200 pages of market content
- Added over $45 million in revenue by planning, coordinating and launching 4 new clients
- Tracked, insured and communicated all compliance measures both internally and externally
- Boosted contact rate by 50% through identifying and analyzing key metrics to assess team success
- Designed, organized and managed all aspects of outbound lead flow process
Jan 2007 - Feb 2012
Registered Financial Representative
- Educated shareowners on how to trade stock and option contracts
- Drove customer satisfaction by diagnosing and resolving account servicing issues
- Created effective team dynamic by contributing ideas to the team and department
Jan 2006 - Feb 2007
1 education record
Keith M. education
-
Western Governors University
FAQ
Frequently asked questions about Keith M.
Quick answers generated from the profile data available on this page.
What company does Keith M. work for?
Keith M. works for Envestnet, Inc.
What is Keith M.'s role at Envestnet, Inc?
Keith M. is listed as Senior Product Manager @ Envestnet, Inc. | Process Improvement Expert at Envestnet, Inc.
Where is Keith M. based?
Keith M. is based in Riverton, Utah, United States while working with Envestnet, Inc.
What companies has Keith M. worked for?
Keith M. has worked for Envestnet, Inc, Fis, Fidelity Investments, and Globalbased Technologies.
How can I contact Keith M.?
You can use AeroLeads to view verified contact signals for Keith M. at Envestnet, Inc, including work email, phone, and LinkedIn data when available.
What schools did Keith M. attend?
Keith M. holds Bachelor’S Degree, Accounting And Finance from Western Governors University.
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