Keith M. Email & Phone Number

Accomplished digital product expert delivering presentations to chief financial and information officers, treasury staff and all levels of the organization. Demonstrated expertise in training product users in utilizing automation to improve work efficiency. Work effectively with sales and marketing personnel to deliver key value messages. Demonstrated ability to manage and lead client service officers in qualified and non qualified retirement plan space and develop staff in industry knowledge, service skills and risk mitigation. Anti Money Laundering team lead and remediation responsibility. These combined skills create a unique talent offering.