KEITH ELTMAN
Redondo Beach, CA 90278 (310) 283-5618 Eltman2@gmail.com linkedin.com/in/keltman/
ORGANIZATIONAL LEADERSHIP • STRATEGIC PARTNERSHIPS • BRIDGING TECHNOLOGY & BUSINESS
– Optimizing operational infrastructure by building loyal teams, transforming processes, and training users.
– Cultivating productive, synergistic relationships with customers, vendors, and strategic partners.
– Bridging the communication gap between business needs and technological capabilities.
AREAS OF EXPERTISE
Strategic Planning | Budget Oversight | New Product Introductions | Vendor Relationships | Customer Support
Project Management | Process Improvement | Risk Management | Analytics and Reporting | Consolidations
Team Building | Mentoring and Coaching | Web Technologies | Process and System Upgrades
Career highlights
– Won the ING Circle of Honor Award for superior application performance and outstanding customer support.
– Consistently sustained low turnover while managing multiple support teams.
– Forged a partnership with Dow Jones that established the Wilshire DJ 5000 Index as a widely used benchmark.
– Created a credit risk tracking system still in use today at Morgan Stanley, allowing exposure reporting in minutes and enabling quick decision-making to determine and mitigate financial risk.
PROFESSIONAL EXPERIENCE
Cetera Financial Group
Operations Director April 2006 – April 2020
Guided operational infrastructure, requirements analysis and client support for a web-based sales tool with 9,000+ users, directing a release schedule that delivered 1,500+ application fixes and enhancements annually. Controlled a $20M budget, led a team of 12 analysts and 2 supervisors, and oversaw an offshore relationship in India with 170+ employees supporting 15 departments. Owned the application enhancement strategy, project implementations, and operational policies and procedures.
– Negotiated 300k cost savings for the company’s largest strategic partnerships, while ensuring issue resolution, new product consulting, and ongoing support.
– Reduced open Salesforce inquiries by 75% within the first three months of taking over by building a cohesive team of analysts, streamlining operations, and improving user support.
– Drove an 80% reduction in response time across 2 call centers supporting 8 broker-dealer firms.
– Increased platform adoption from under 4,000 to 9,000+ users.
– Extended the application with 10 new platforms without adding headcount.
Previous EXPERIENCE
Wilshire Associates – Vice President Analytics March 2001 – April 2006
Morgan Stanley – Manager Private Wealth Management Operations May 1999 – March 2001
Education
Fordham University
Master of Business Administration (MBA) – Finance
State University of New York at Albany Bachelor of Arts (BA) – Finance
To contact this candidate email eltman2@gmail.com