Annetta Keith

Annetta has about 10 years experience working in the insurance and financial services industries. Annetta has worked in client-facing roles, as well as back-office Operations. Annetta worked for one of the nation’s leading wealth advisory firms managing their Operations Service & Support Team, as well as in a Portfolio Management System Product Management role. Annetta was also VP of SMA Operations for a successful Asset Management firm.

In her career, Annetta has developed and executed daily and quarterly data reconciliation processes, composite membership/performance processes, alternative investment tracking/reporting processes, supported fixed income and options asset managers, automated various manual processes using tools like Alteryx and Excel VBA, supported a variety of portfolio management systems, order management systems, financial planning software, and more. Annetta also has developed automated processes for identifying KPI’s, staffing models/projections, assisted with building out the operational structure for a new business line within a firm, and has led portfolio management system and order management system data conversions including the conversion of data and development of training/change management materials, and the training and onboarding of new teams to these systems.

Annetta’s experience working in both client-facing roles and back-office supporting roles gives her a unique perspective when working on processes and/or projects that will impact various roles throughout the company. She is a life-long learner and enjoys learning new software, languages, and skills and enjoys problem-solving, project planning, training, and process improvement/automation. Annetta speaks Spanish and American Sign Language. She earned her B.A. from Pittsburgh State University.