Keith Norton Email & Phone Number

Waukesha, Wi, Us

Menomonee Falls, Wi 53051

Manage, implement, administer, and support all sales operations to provide metrics, analysis to support business operations and meet sales strategic objectives within the Salesforce tool. Provide day-to-day end user support to all areas and levels of the business, as well as analyze our current state to make recommendations based on my findings to improve efficiency's through development and adoption of best practices and standardized procedures.• Work with all levels of the organization to build and prioritize Salesforce task backlog, resolve complex production issues, solution for additional business needs, deliver quality system enhancements from requirements to post-deployment, and develop release notes.• Worked on Solution documentation (Functional Specification, Salesforce integration plan, integration flow diagrams), to clarify issues and underlying business need. Creation of data mapping, import and exporting data, creation of user guides for end users & training them to make sure of complete understanding of the new functionalities. • Working on Custom objects, Custom fields, Pick list, profile based Page layouts, Workflows and Approvals (Process Builder), Validation Rules, Custom Tabs, Custom reports, Report and Dashboards, Email and Templates according to application requirements• Lead formal end-to-end project implementations from Sales Development tools to AppExchange application upgrades.

Consulted with clients to identify and document business needs and objectives, operational procedures, problems, input and output requirements, data scope, usage, formatting, and security requirements. • Acted as product owner of Scaled Agile SCRUM teams, collaborating closely with stakeholders to determine priorities to implement with team members. Managing product roll out activities, including delivering prospect demos; assisted with internal marketing and roll out sessions with sales managers• Implemented new data governance technology and process framework specific to data supporting customer cash and share management segment of organization, facilitating source data intake that mastered, validated, and redelivered for downstream systems market application targeting. • Created revenue generating products within overall platform, providing design and functionality guidance during development life cycle and developing marketing collateral and pricing documents.

Provided assistance in identifying, evaluating, and comparing current platform capabilities for future brokerage platform. Recommended and created solutions for industry regulatory rule changes. Wrote and maintained business and functional specifications for client software applications. • Led multifaceted project for nation’s largest independent broker dealer, managing business definitions of project components necessary to migrate all trading operations from in-house legacy system to 3rd-party application.• Met order entry and trade processing compliance and regulatory-related work efforts by leading design and planning sessions in collaboration with plethora of regulatory stakeholders. o Overcame challenge of lack of detailed requirements and escalated timeline through creative product direction and organized resource deployment.• Responded to global systemically important financial institutions (G-SIFI) designation for 3rd-largest provider of retail brokerage services in US by dividing firm data from physical storage and processing perspective, aligning with organization-wide effort to establish more rigorous compliance and controls practices. • Lowered operational costs through implementation of major industry-driven enhancement that reduced order entry system processing duration for products that were routed to New York Stock Exchange and other over-the-counter (OTC) execution venues. • Gathered, analyzed, and documented requirements for client, industry, and regulatory mandated enhancements to BETA System, a brokerage platform that processes approximately 1/3 of all trades executed on New York Stock Exchange.

Led dynamic, client-focused customer service team that supported BETA Systems core trading technology, including availability, stability, and resiliency of BETA Trading Message platform. • Provided quality solutions for BETA clients by applying business knowledge and technology experience.• Supported FIX messaging protocol; equity, option and fixed income processing; post trade regulatory processing systems, including OATS, TRACE, MSRB, and INSITE Blue Sheets; core and specialty front office trading applications, syndicate processing, and purchase and sales.

Greater St. Louis Area

Transfer of a multitude of cash and securities types for each clients account and resolve any problems that may arise from discrepancies with the delivering firm. When discrepancies did arise to resolve claims from other firms against delivered or received securities / assets

Bachelor Of Science, Business Administration

Minor in Economics

Associates Degree, Applied Science In Business Administration And Personnel