Keith Oberg

Keith Oberg has a diverse background in leadership and sales across various financial institutions, including TIAA, Vanguard, Wachovia Securities Financial Network, Bank of America, and First Union National Bank. At TIAA, Oberg served as Senior Director of Business Continuous Improvement for New Products and Services, where management of the delivery of new initiatives aligned with strategic goals was key. Previous roles included directing sales teams for higher education and healthcare markets and overseeing institutional client onboarding processes. Oberg's experience also encompasses team management in retirement advisory services and regional banking, emphasizing client relationships and compliance. Oberg holds a Bachelor of Science in Communication and Media Studies from East Carolina University.