I have a passion for simplifying complex challenges, fostering team collaboration, and cultivating meaningful relationships with clients and partners while enhancing overall profitability. With over two and a half decades of dedication, I am proud to have played an instrumental role in shaping and leading companies throughout multiple stages of investment and growth.🤝 Leadership: Keith's leadership styles centers around leading by example to build a culture of collaboration that results in continuous improvement. He is an advocate for harnessing complete intelligence – not just intellectual, but emotional, social, and cultural intelligence.🎯 Operations: Keith thrives in an environment of constant change. He has an innate ability to compartmentalize and prioritize challenges to focus on what is most important. Enhancing performance, reducing risk, and streamlining processes are the keys to overall operational success. 🌐 Global Perspective: Keith has built diverse teams across international locations, providing invaluable cross-cultural insights. These experiences have not only expanded his horizons but have also equipped him with the ability to navigate the complexities of a local and global operating model. 🔄 Acquisitions: Keith has consistently demonstrated the ability to identify, negotiate, and seamlessly integrate strategic acquisitions that not only bolstered revenue but also enhance organizational capabilities and market footprint. With a proven track record of over five successful acquisitions, Keith has crafted a playbook for achieving acquisition success, integrating culture, and maximizing synergies.💡Areas of Interest:
Transformative Solutions, Llc
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FounderTransformative Solutions, Llc Aug 2023 - PresentGreater Boston
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Chief Operating OfficerStp Investment Services Jan 2014 - Oct 2023West Chester, Pennsylvania, United StatesAchieved dramatic and sustained growth in all phases of the company. * Revenue - 15X (91% Gross Retention / 113% Net Retention) * Client - 40X (Across three business vertices) * AUM - 133X (Serviced over $400B in assets) * Team - 48X (Teams in the US and India) * Location - US / India (Launched strategic second location in India)Established three business verticals to target clients in Fund Administration, Wealth Services and Institutional.Traction / Entrepreneurial Operating System (EOS) Integrator Successfully executed on 5+ strategic acquisitions while realizing significant cost savings and expanding revenue, customers and experience of the operations team. -
Assistant Vice President, Investment OperationsHeadstrong – Capital Markets Apr 2009 - Dec 2013United StatesAs the Director of Investment Management Services, I was responsible for establishing, growing and selling the company’s core business focused on Capital Markets Institutions. Working closely with global sales teams to build and sustain customer engagements.• Managed a team of over 90 investment operations professionals in five locations around the world.• Achieved double digit, year over year revenue growth and best in segment client satisfaction scores (NPS).• Zero operational loss results while servicing multiple clients and hundreds of processes daily.• Created comprehensive go to market strategies to target new business opportunities that resulted in multiple new recurring revenue opportunities.• Managed Investment Operations client relationships: lead all project update meetings and involved in client steering committees.• Spearhead training program for offshore team members to ensure a strong foundation of industry knowledge.• Utilized Lean and Six Sigma tools to remove process waste and achieve improved output to clients. -
Director Of Performance And RiskIx Partners Aug 2004 - Apr 2009Greater New York City AreaAs the Director of Performance and Risk, I developed and managed a middle and back office outsource solution for asset managers. Focus on leading efforts for investment performance and risk statistics.• Developed a comprehensive suite of services for asset managers that lead to multiple long-term clients’ wins.• Lead a first-of-its-kind consulting engagement with a marquee client, to project manage and implement an Investment Performance module.• Managed a team of five individuals to calculate and validate daily performance results for outsourcing clients.• Responsible for implementing continuous process improvements by evaluating procedures and incorporating client inputs.• Conducted final signoff on all monthly audited performance results and distributed to clients, consultants and internal audit teams. -
AssociateArk Asset Management Oct 1997 - Aug 2004New York, New York, United StatesResponsible for several roles in front, middle and back office for a Global Equity and Fixed Income asset manager.Project Manager / Performance Analyst ▪ 2002-2004• Analyzed workflow and technology usage to identify and implement solutions to streamline operations processes.• Lead a core team in the implementation of Electra account reconciliation and Eagle PACE Performance platforms.Research Analyst, Equity Research ▪ 2001-2002• Developed valuation models in collaboration with fellow Research Analysts.• Prepared and presented industry specific reports for Senior Analysts and Portfolio Managers. Portfolio Manager’s Assistant, Large Cap Value ▪ 1997-2001• Performed middle and back-office function for 250 individual accounts.
Keith Bradley Education Details
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1997 -
Newark Academy
Frequently Asked Questions about Keith Bradley
What company does Keith Bradley work for?
Keith Bradley works for Transformative Solutions, Llc
What is Keith Bradley's role at the current company?
Keith Bradley's current role is Entrepreneurial Leader | Driving Operational Excellence | Empowering Teams to Deliver Exceptional Client Experience | Supporting Sales Development | Building & Scaling Companies for Lasting Success.
What schools did Keith Bradley attend?
Keith Bradley attended Beloit College, Newark Academy.
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