Experience

Wolverhampton City Credit Union

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Non Executive Director

  • Oct 2023 - Present

  Wolverhampton, England, United Kingdom WCCU is a not-for-profit financial cooperative, we are owned and controlled by our members - people who live, work, volunteer or study in a WV postcode area. Our mission is simple. It's "to give our members a brighter financial future by providing ethical, honest and fair financial cooperative". By being your local financial cooperative, our members are helping us to achieve our vision which is to "stimulate our local economy by strengthening and financially empowering our community".



SchoolGrid

• United Kingdom
• IT Services and IT Consulting
• 1 - 100 Employee

• Non Executive Board Member

  • Oct 2022 - Present

  Livingston, Scotland, United Kingdom SchoolGrid Ltd is the industry leader in innovative software management systems for school meals in the UK. Our system is all about the people who use it – pupils, parents, schools, caterers. The positive impact on school life we bring about is clear, and not just that – caterers tell us about the food savings they have achieved in the kitchen and the level levels of efficiency they have achieved using our system.



Consultancy Matters LLC

• President & CEO

  • Jun 2007 - Present

  New York City Providing independent, customized, cutting edge risk training to global financial service institutions. Services encompass skills enhancement, curriculum consultancy, design, development and delivery by Keith and Associate experts in their fields.



The DCRO Institute

• Professional Training and Coaching
• 1 - 100 Employee

• Executive Vice President for Corporate Engagement

  • Sep 2022 - Feb 2023

  London, England, United Kingdom



CFA Institute

• United States
• Financial Services
• 700 & Above Employee

• Senior Head, Sales & Distribution

  • Feb 2021 - Jun 2022

  London, New York, Hong Kong New role created at CFA Institute. One year assignment to apply my commercial experience to building a sales and distribution architecture for an organisation that has never needed to sell its products commercially in the B2B space.

• Senior Head, Professional Learning

  • Jan 2020 - Feb 2021

  Elevation of Professional Learning(CPD) to strategic part of CFA Institute revenue contribution.

• Senior Head, CPD Products

  • May 2019 - Jan 2020

  London, United Kingdom Responsible for designing, developing and delivering a Professional Learning Programme for members of the CFA Institute worldwide.



PRMIA Advisory Services, PRMIA - Professional Risk Managers'​ International Association

• Lead Advisor

  • Dec 2017 - Apr 2019

  Greater New York City Area Responsible for leading advisory business for PRMIA with respect to training structures and certification journeys for risk management in financial services.



Watan First Institute | معهد وطن الأول

• Saudi Arabia
• Professional Training and Coaching
• 1 - 100 Employee

• Consultant

  • Sep 2017 - Nov 2017

  Riyadh, Saudi Arabia Watan First Institute (WFI) is a locally established, specialized organization focusing on consulting, learning and development for both the public and private sectors, and focusing in the fields of banking, insurance, investment, corporate and SMEs, risk and compliance, as well as leadership, business management and professional skills.



PRMIA - Professional Risk Managers' International Association

• United States
• Financial Services
• 1 - 100 Employee

• Global Director of Business Development

  • Jul 2015 - Aug 2017

  Greater New York City Area



Fitch Training

• Business Development Director

  • Sep 2007 - May 2008

  Identifying new training opportunities in the US market.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Head of Risk and Compliance Training & Development

  • Aug 1983 - Jun 2007

  Responsible for global risk and compliance training across all Citigroup's businesses.