KT

Keith Takemoto

Financial Operations Associate at ApplePie Capital

Keith Takemoto has over 14 years of work experience in the financial and data operations industry. Keith began their career in 2007 at Advent Software as a Portfolio Data Analyst, where they were responsible for maintaining superior customer service levels and performing daily operations and reconciliation for 15 customers with ~9,000 accounts. In 2014, they joined Addepar as a Data Operations Analyst, where they contributed to scaling their wealth management and reporting platform during a high growth period. Keith was directly accountable for 30-40 customers and ~65,000 accounts. In 2017, they moved to MyVest as a Business Operations Analyst, where they optimized their internal Operations and financial data processing for ~75,000 customer accounts. In 2019, they joined Driven Brands, Inc. as an Invoice Reconciliation Analyst, where they drove accuracy and efficiency in payments and billing for Driven's national supply network. Finally, in 2020, they began working at Tesla as a Production employee. In 2021, they joined ApplePie Capital as a Financial Operations Analyst.

Keith Takemoto received a dual B.A. in Business Administration, Finance, and Economics from Saint Mary's College of California.

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Previous companies

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Timeline

  • Financial Operations Associate

    July, 2021 - present

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