Keri’s career spans over 20 years of experience working with financial advisers in various capacities. She began her career in financial services in 1994 as a Senior Director at Oppenheimer & Co. Inc., where she managed the firm’s Separate Account Investment Management Program within the Global Asset Management Group. After the firm was acquired by CIBC Wood Gundy, Keri was a central team member who designed and introduced the separate account program throughout Canada’s Wood Gundy salesforce. Joining Bear Stearns in 2003 as a Managing Director, she helped develop their sub-advisory and separate account programs across a variety of functions including advisor service, trade and account operations, reporting and investment manager due diligence and selection. In this capacity Keri also served as a senior liaison across the necessary business lines including operations and marketing. Keri then became the Director of the Museum of American Finance College Mentor Program at Bank of America Merrill Lynch and subsequently joined Penn Mutual as a Managing Director focused on Adviser and Practice Development. In this most recent role Keri led the strategic and marketing direction for the firm, as well as individual adviser practices. Throughout her tenure, Keri has coached hundreds of individual advisers and adviser teams on revenue expansion and practice efficiency.