Verified recordFinancial Services

Keith Marsh

Chief Operating Officer & Partner at Specialized Trust Company

Based in Albuquerque, United States

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Seniority

C-Team

Department

General Business & Management

Location

Albuquerque

Industry

Financial Services

Company size

18

Contact information

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Email

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k•••••••@specializedtrustcompany.com

Phone

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Background

About Keith Marsh

Proven sales, operations and compliance management. Maximize organization’s growth and profitability while leading and managing all company operations functions. Labor efficiency, material efficiency, new areas of technology and customer service efficiency. Collaborates with other company departments and segments of management to establish and execute responsibilities. Strong oral and written communication skills and the ability to recruit and motivate employees. Effective leader and people manager with a strong working relationship with staff, peers and executives. Proficiency in collecting and analyzing compliance business processes, work flows, and control relationships. Oversight of compliance policies and procedures, electronic communications. Proactively audit and probe for potential compliance issues. Conduct periodic internal reviews or audits to ensure that compliance procedures are followed. Conduct or direct the internal investigation of compliance issues. Assess product, compliance, or operational risks and develop risk management strategies. Serve as a confidential point of contact for employees to communicate with management, seek clarification on issues or dilemmas, or report irregularities. Identify and report to management processes or actions not compliant to ERISA, DOL or other state and federal regulatory bodies CRM design and implementation with Lotus & salesforce.com, Infusionsoft, Infovisa, Onbase Sales metrics, scorecard design & implementation. Successful sales leadership on boarding & training. Sales coach. Sales supervisor. Design and implementation of incentive based comp program. Specialties: Sales coaching, Sales leadership training, closing deals, CRM design, Sales process, Team building, Department design, Sales targeting, Prospect targeting, Sales forecasting, Sales metrics, Event coaching, Webinar, Presentations, Sales liaison between IT & Sales, Lotus - Salesforce.com, Sales floor design, Sales interviews, Sales talent targeting,

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