Industry Expertise


Keith has over 20 years of experience in the equity compensation and financial services industry focusing on retirement, equity, and financial wellness programs. He partners with his clients to design solutions for an array of system, process, and data challenges within resource-constrained environments. His experience includes product development, relationship management, project management, plan administration, client experience, and strategic business planning. Keith is a Certified Equity Professional.

Professional Affiliations

  • Member, Global Equity Organization
  • Member, National Association of Stock Plan Professionals


  • BS, management, University of New Haven
  • High Performance Leadership Executive Program, Daniels College of Business, University of Denver