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Kelli Keough
EVP, Group Business Unit Leader for Spend, Invest, Protect and Save, SoFi
Kelli Keough is a highly accomplished executive who currently serves as the Executive Vice President (EVP) and Group Business Unit Leader for Spend, Invest, Protect and Save at SoFi, a position she has held since March 2023.13 In this role, she leads SoFi's Money (checking and savings), credit card, Invest, insurance, At Work, and partnerships businesses.3
Professional Background
Prior to joining SoFi, Keough had an impressive career in the financial services industry:
- She worked at JPMorgan Chase & Co. from 2015 to 2023, most recently as Managing Director and Head of Product, Digital and Client Solutions at JPMorgan Wealth Management.13
- At JPMorgan, she led the launch of their Self-Directed brokerage channel, automated investing platform, and U.S. and international digital investing and private banking platforms.1
- Before JPMorgan, Keough held senior positions at Charles Schwab & Co., including Senior Vice President of Schwab Trading Services and optionsXpress.13
- She also served as Chief Marketing Officer at CyberTrader and held roles at other financial and technology companies.2
Education and Early Career
Keough has a strong academic background:
- She earned her bachelor's degree with honors from Yale University.2
- She obtained her master's and doctorate degrees in Social Psychology from Stanford University.2
- Before entering the financial services industry, Keough was a professor of Psychology at the University of Texas at Austin.2
Expertise and Leadership
Keough is known for:
- Leading dynamic businesses and fostering engaged teams to tackle complex challenges.
- Executing strategic plans that align business and technology.
- Balancing client-focused initiatives with technology and transformative change.
Her diverse background in psychology and extensive experience in financial services has positioned her as a leader in understanding customer behavior and driving business growth in the fintech sector.
Highlights
We are hiring a great Executive Assistant to work closely with me and our SIPS team at SoFi. Please check out the posting and share with great candidates.
We are hiring for two terrific leadership positions on our Invest team at SoFi. Please check out the postings and share with great candidates.
1) General Manager and Business Unit Lead of Invest, to lead and drive growth across the online brokerage, digital advice, ETF, IPO, financial planning, and alternative offerings
https://lnkd.in/ede3igXA
2) Business Lead, SoFi Invest, who will be responsible for operating and driving SoFi’s brokerage business
https://lnkd.in/eMZXQ45V
