Keith M. Email & Phone Number
Who is Keith M.? Overview
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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.
Email format at Envestnet, Inc
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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.
Keith M.'s current company
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Keith M. work experience
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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.
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.
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.
Account Manager
- 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
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
Keith M. education
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Western Governors University
Frequently asked questions about Keith M.
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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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