With more than 25 years of experience of leadership in marketing strategy, communications and product management for the financial services industry, Keith Goodlett has a record of uncovering client needs to craft innovative tools and programs to deliver exceptional experiences to increase revenue and maximize efficiencies. He has a talent for understanding complexities and developing strategic programs to meet the goals of a variety of stakeholders. He prides himself on building strong relationships with his clients.

Keith spent a number of years with Charles Schwab, leading teams in marketing, product development and product management. He directed product launches, and major programs and built tools that delivered multi-billion-dollar returns for the mutual fund services group. One of his large projects led to the development of an innovative digital tool to allow clients to build and invest in a portfolio of mutual funds easily – the tool generated more than $1 billion in mutual fund purchases. Keith also held director-level roles in sales and business development at Fidelity Investments and Commonwealth Guardians.

Keith earned a master’s degree in marketing from Southern New Hampshire University during the COVID-19 pandemic and a bachelor’s degree from the University of Nebraska-Lincoln. He lives in the San Francisco Bay Area and is proud to report that after a lifetime of avoiding large bodies of water, he recently learned to swim.

Keith is currently available for new project engagement.

Consulting Team