Yale University

Stanford University

The London School of Economics and Political Science (LSE)

Sandpoint High

Managing Director, Head of Product, Digital and Client Solutions at JPMorgan Chase & Co.

Lead the business and team responsible for SoFi’s fast growing financial products, including SoFi Checking & Savings and Credit Card, SoFi Invest, the enterprise offering SoFi At Work, insurance marketplace SoFi Protect, as well as the newly launched SoFi Travel experience

SoFi

EVP, Group Business Unit Leader for Spend, Invest, Protect and Save

- Head of Online Investing, the firm’s self-directed and robo-advisory business
- Head of Product for Wealth Management, responsible for the retirement business, inclusive investing, strategic segmentation and pricing, innovation accelerator, margin and securities based lending, donor advised funds and 529s across US Wealth Management and the US Private Bank
- Responsible for client, advisor and servicing platforms and experiences, technology prioritization and agile transformation
- Drove strategy and execution for creating a new growth channel for Wealth Management, leading due diligence and then integration of Global Shares, an international stock plan services company
- Member of the leadership teams for JPM Wealth Management, Chase Bank Product & Technology and Asset and Wealth Management Solutions
- Director, JPMorgan Securities, LLC Broker/Dealer Board of Directors 
- 2022 JD Power Award for Best Digital Experience in Wealth Management
- 2020 JD Power Award for Best Mobile App in Wealth Management 
- Head of Diversity, Equity and Inclusion for Wealth Management

JPMorgan Chase & Co.

Managing Director, Head of Product, Digital and Client Solutions at JPMorgan Wealth Management

- Responsible for designing and executing the digital strategy that was integrated into all aspects of the JP Morgan US Private Bank, JP Morgan International Private Bank, JP Morgan Securities, and Chase Wealth Management businesses, complementing the personal service of the firm’s advisors by delivering advice and capabilities digitally, and making it easier for clients to choose how to engage with the firm
- Built entirely new digital, tech and functional teams, deepening digital and brokerage talent, leading efforts across 1000+ employees
- Led creation from strategy through launch of You Invest, a self-directed brokerage and robo-investing offering, which attracted a new category of investor to JPMC (90% new to investing at JPMC, 17 years younger than full service clients)
- Introduced new mobile apps and web experiences for each wealth management business, creating and  leveraging a single, modern code base and tailoring to each wealth segment.  Fully retired legacy experiences in all businesses
- Created capabilities that became foundational across the company, including digital account opening, aggregation, auto-save and money movement and self-service capabilities
- Member of the Global Wealth Management Operating Committee, a JPMC Senior Leader (top 200 company-wide leaders), member of firmwide FinTech steering committee, executive mentor for the Financial Solutions Lab, in partnership with CFSI, mentoring fintech companies aimed at serving the underrepresented
- 2019 Best Digital Leader, Private Wealth Management / Financial Times Wealth Tech Awards
- 2019 and 2020 Benzinga Listmaker, Most Impactful Brokerage Executive
- 2018 Top Banking Team, American Banker / Most Powerful Banker Awards

J.P. Morgan

Managing Director, Global Head of Digital Wealth Management at JPMC Asset & Wealth Management

- As executive leader and general manager of the Trading Services division, led the end-to-end client experience for retail investors who actively trade.  Schwab Trading Services was a highly profitable and dynamic business, contributing significant and growing revenue and net new assets to the firm.  The Trading Services division included optionsXpress (previously ticker symbol OXPS), a Schwab subsidiary that provided retail options and futures brokerage services
- Drove business results through creative omni-channel sales and marketing, outstanding phone, chat and in-person service, in-depth education, content and research, and an exceptional digital experience through our mobile, web and desktop trading platforms
- In 2015, all-time record net new assets, new-to-firm households and client promoter scores; most positive transfer of asset ratio in Schwab’s overall retail business
- Launched “TradeSource,” a web experience for traders
- Received JD Powers highest ranking for Self-Directed investors
- Scored in top 75th percentile of all financial services firms for team engagement scores (Gallup)

Charles Schwab & Co., Inc. (Member SIPC)

Senior Vice President, Schwab Trading Services and optionsXpress (a Schwab subsidiary)

- Executive leader and general manager for all of Schwab’s self-directed investors
- Identified opportunity, strategy and initial offer to propel retail growth through exceeding the needs of younger (Millennial) investors
- Created and executed against a clear strategic target for Trading Services
- Drove triple digit growth in new-to-firm clients, and significant revenue, net new asset and Client Promoter Score growth
- Significantly enhanced the trading experience across web, mobile and desktop, drawing greatly on capabilities from our acquisition of optionsXpress
- Optimized our “core” retail offering by focusing on high value segments and profitability
- Received Top Online Broker Customer Experience ranking from Investor’s Business Daily

Senior Vice President - Trading Services, Global & Self-Directed Investors

- Executive leader of Schwab’s retail active trading business and trading platforms
- Led the growing Austin location as Senior Location Leader 
- Identified opportunity and created strategy that positioned Active Trader as a top-priority based on revenue and profitability
- Drove double digit growth in total accounts and Client Promoter Score increases
- Launched StreetSmart Edge, Schwab’s flagship trading platform
- Key member of due diligence team that identified possible targets for acquisition
- Leadership for mobile, trading, Schwab.com redesign, margin, options and cost basis initiatives
- Continuously increased responsibility and recognized as a high-potential leader 
- Selected to attend Chairman’s Club, a national excellence award trip
- Recognized for leading one of the most engaged teams in the company (Gallup’s engagement model)

Vice President, Active Trader, Client Experience and Product Management

- Responsible for business development, sales and marketing activities
- Created the business case and strategy for integrating CyberTrader and Schwab
- Oversaw all aspects of the merger and integration of CyberTrader into Schwab
- Received Schwab’s highest leadership award 
- Acknowledged by Corporate Insight for best client communications during a merger

CyberTrader (a Charles Schwab subsidiary)

Chief Marketing Officer

- Led the design and launch of StreetSmart.com, a Java-based streaming trading platform
- Led product management for CyberTrader and Schwab Active Trader database, middle-ware, and back-office applications, security and cost basis initiatives

Managing Director, Product Management

- Responsible for client offer, including client communications and retention programs  
- Led re-pricing effort to create highly competitive pricing targeted at key client segment
- Identified opportunity to consolidate trading platforms.  Led platform retirement with no increased attrition, created development efficiencies and simplified platform offering
- Led the introduction of futures trading

Managing Director, Client & Segment Marketing

- Defined customer segments and technology needs
- Developed strategic plans and product roadmaps and presented to senior management
- Led and executed website redesign to focus on key differentiators
- Helped companies incorporate customer-focused product design into marketing and development

Expero, Inc.

Founding Consultant

- As part of founding team of wireless security software start-up, developed initial corporate vision, product strategy, roadmap, requirements and prototype
- Created sales process, identified leads, conducted cold calls and drafted sales collateral
- Presented strategy to prospective sales prospects, partners, investors and service providers

2Vox

Director of Product Marketing & Design

Director, Customer Adoption, Management Consulting Services	
- Provided solutions for customers’ marketing programs, training and product rollouts based on detailed understanding of advisor and investor needs

Director, User Experience and Market Research
- Built and managed group responsible for understanding the end users of financial planning applications, and designing applications to meet their needs 
- Conducted market research and presented strategy recommendations to executive management, the Board of Directors, prospective investors, corporate partners and customers

Cofiniti (formerly MoneyStar)

Director

- Market research, customer segmentation, user-centered product design, and usability testing
- Consulted on consumer and business-to-business websites and software products for enterprise software, financial services and e-commerce companies

Keough Technology Consulting

Founder

- Taught graduate and undergraduate courses in psychology  
- Designed and conducted numerous survey and experimental research studies
- Authored textbook published by McGraw-Hill, published in and reviewed for academic journals 
- Presented at many national conferences
- Managed large research teams with multiple on-going projects
- Designed Web Research Management System to convert paper survey research to online

Kelli Keough