Keith M. is a retirement plan services professional and accomplished digital product presenter with extensive experience in delivering presentations to senior organizational leaders. They managed client service officers in both qualified and non-qualified retirement plans and developed staff in critical industry skills. Keith's background includes serving as an Operations Manager at Chase Global Funds Services Company and as Vice President at State Street Bank. They hold a Master of Technical and Professional Writing from Northeastern University and a Bachelor of Arts in Business Administration and English from Saint Michael's College.
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