Richard Keltner is a seasoned professional with extensive expertise in finance and business administration. He studied both subjects at the University of Florida and San Diego State University-California State University. Currently, he works as part of the product management team for the Financial Supermarkets division of InvestCloud, where he helps drive long-term strategies and platform directions for providing comprehensive portfolio accounting, trading, and client reporting solutions to wealth and asset management firms through innovative technologies.

Before joining InvestCloud, Keltner held various leadership roles in different financial services companies, demonstrating his diverse experience and adaptive approach to challenges. He worked as the VP of Product Management in Tegra118 (InvestCloud's predecessor), Director of Product Management in Fiserv, and Senior Vice President of Advisory Services in CUSO Financial Services. He also held executive positions in Charles River Development, First Allied Securities, and Checkfree Corp over the years.