Keith B. Henry
National Resident Director Executive
Somerset,NJ
Summary
Over 30 years in financial services as a highly developed executive. Extraordinarily effective at listening for what’s possible in driving sustainable success in organizations. A transformational leader with a proven track record of leading and coaching Financial Advisors to grow in challenging business environments. Passionate for hiring, leading, and developing diverse teams. Key attributes are bold leadership, authentic communication and accountability.
Overview
23
23
years of professional experience
5
5
years of post-secondary education
Work History
National Resident Director Executive
Merrill Lynch
New York, NY
01.2020 - Current
- Responsible for developing and coaching the performance of 450+ Merrill Lynch Resident Directors at the National Level.
- Partners with Merrill’s Senior Leadership Team and key alliances to achieve operational and strategic efficiencies across the firm.
- Responsible for implementing training and development activities, tools and routines to improve role consistency and enable Resident Directors success.
- Developed first-ever Leadership Academy for Resident Director candidates. National on-ramp leadership program to develop and train a diverse group of future leaders for Merrill branch offices.
Market Executive /Complex Director
Merrill Lynch
New Orleans, LA
08.2017 - 12.2019
- Continually maintained and improved company's reputation and positive image in Louisiana and Mississippi Markets.
- Generated over $150MM in Market Revenues.
- Recruited experienced advisors to compete in Market.
- Hired and trained new advisor trainees with discipline and inspirational leadership.
- Built and strengthened strong relationships across the Market to build a winning culture.
- Established, initiated and optimized business development strategies based on company targets, market data and budget factors.
- Created local marketing strategies designed to drive client engagement.
Market Executive /Complex Director
Merrill Lynch
Bridgewater, NJ
01.2005 - 08.2017
- Continually maintained and improved company's reputation and positive image in the Central New Jersey Market.
- Generated over $80MM in Market Revenues.
- Recruited experienced advisors to compete in Market.
- Hired and trained new advisor trainees with discipline and inspirational leadership.
- Built and strengthened strong relationships across the Market to build a winning culture.
- Established, initiated and optimized business development strategies based on company targets, market data and budget factors.
- Created local marketing strategies designed to drive client engagement.
Diversity and Inclusion Executive
Merrill Lynch
New York, NY
04.2001 - 01.2005
- Planned and implemented Diverse Financial Advisor Symposiums and training programs to enhance the knowledge and skills of women and diverse Financial Advisors
- Implemented a national program and budget for diverse business development to support business growth among diverse advisors and client segments.
- Established and chaired the Merrill's Financial Advisor Diversity Advisory Council To Management to address the unique challenges and opportunities facing diverse advisors and to increase business success.
- Developed partnerships and strategies across all lines of businesses and support organizations to build awareness, increase support and share resources for all diversity and inclusion initiatives.
Education
Bachelor of Arts - Economics
St. Lawrence University
Canton, NY 09.1980 - 05.1984
Completed -
General Stan McChrystal Rapid Development Program
Alexandria, VA 05.2016 - 06.2016
Completed -
Merrill Lynch Leadership Program
Princeton, NJ 01.2000 - 01.2001
Completed -
Wharton Program For Executives
Philadelphia, PA 05.2010 - 06.2010
Skills
Leadership / Motivation
undefinedAwards / Accomplishments
Awards
- Recipient of the first-ever Bank of America CEO Award for Diversity and Inclusion
- Appointed Chairman of the Merrill Lynch Black/African American Leadership Council
- Recipient of On Wall Street magazine’s national “Top 10 Branch Managers” award
- Inducted into St. Lawrence University Athletic Hall of Fame
- Division III - 1st Team Football All-American - Full Back position
Civic Accomplishments
- Served on the Board of Trustees for the NJ State Museum.
- Served on the Advisory Board on Differences and Diversity for TJX Companies.
- Served as a Program Leader for Landmark Worldwide
- Served as a member of the National Urban League – Black Executive Exchange Program
- Served as the Chairman of the NAACP Freedom Fund Committee, New Brunswick, NJ.
Timeline
National Resident Director Executive
Merrill Lynch
01.2020 - Current
Market Executive /Complex Director
Merrill Lynch
08.2017 - 12.2019
Completed -
General Stan McChrystal Rapid Development Program
05.2016 - 06.2016
Completed -
Wharton Program For Executives
05.2010 - 06.2010
Market Executive /Complex Director
Merrill Lynch
01.2005 - 08.2017
Diversity and Inclusion Executive
Merrill Lynch
04.2001 - 01.2005
Completed -
Merrill Lynch Leadership Program
01.2000 - 01.2001
Bachelor of Arts - Economics
St. Lawrence University
09.1980 - 05.1984
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