Richard Keltner

Richard Keltner, CFA has extensive experience in the financial services industry, with a focus on wealth management and advisory services. Richard currently serves as the Vice President of Wealth Management Solutions at AssetMark, where they are responsible for developing platform capabilities to enhance advisors' ability to deliver optimal results for their clients.

Prior to their current role, Keltner worked at InvestCloud, Inc. as a Product Manager in the Financial Supermarkets Division. Richard represented the firm's wealth management perspectives and led the solutions consulting team, accountable for surpassing revenue targets and managing the wealth platform product.

Keltner also held the position of Senior Vice President of Advisory Services at CUSO Financial Services, LP, where they oversaw primary advisory platforms, developed a new digital advisory product, and refined investment management due diligence methods. Richard'sstrong focus on client retention, region profitability, and platform buildouts or upgrades contributed to significant improvements within the company.

Before that, Keltner served as the Director of Client Services at Charles River Development, a global provider of wealth and institutional asset management services. Richard managed client relationships, customer satisfaction, and solution enablement while providing mentorship and conflict resolution.

Keltner's career also includes experience as the Managing Director of Guided Portfolio Solutions at First Allied Securities, where they designed and implemented the firm's fee-based wealth management platform. Additionally, they acted as the key liaison for the platform's technology partner.

At the beginning of their career, Keltner held the role of VP of Relationship Management at Checkfree Corp. Richard played a key role in expanding product offerings, enhancing platforms, and achieving high customer satisfaction ratings.

Throughout their career, Keltner has demonstrated a strong ability to drive innovation, deliver results, and foster strong client relationships.

Richard Keltner, CFA, earned a Bachelor of Science degree in Business Administration with a focus on Finance from San Diego State University in the years 1992 to 1996. Additionally, they pursued studies in Business Administration and Management, with a specialization in Finance, at the University of Florida. Richard also holds the Chartered Financial Analyst (CFA) certification from the CFA Institute.