Keith Srock, MBA, currently serves as a Senior Platform Consultant at Ellevate, starting in August 2025, following a role as Client Success Manager at Advyzon. Prior experience includes working as a Strategic Account Executive at RF-SMART and in renewals at SS&C Advent. Keith held key positions at Envestnet | Tamarac, including AVP - Senior Account Manager/RM and AVP - Account Management, focusing on managing strategic client relationships and enhancing client experiences. Earlier roles include Client Advocate at Black Diamond Performance Reporting, LLC, and Financial Solutions Advisor at Merrill Lynch. Keith began a career in banking at Bank of America as Assistant Branch Manager and Personal Banker. Academic credentials include an MBA from the University of Florida and a Bachelor of Science in Communications from the University of North Florida.
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