Keith Nash

• Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
• Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
• Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
• Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.

• Built strong relationships with clients through consistent communication and excellent customer service.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
• Maintained high standards of customer service by building relationships with clients.

• Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
• Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
• Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
• Managed client relationships through regular check-ins and updates on project progress.

• Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
• Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
• Demonstrated proficient leadership skills to motivate employees and build competent teams.
• Collaborated with senior management to develop strategic initiatives and long term goals.

Managed a results-focused fifteen-member team which handled all street-side Buy-Ins and all facets of Fail Control, including contributing in developing procedures to achieve regulators compliance with Reg SHO 204 Closeout Rule.

Developed a Buy-In motivation system to alert short customers of potential liability, along with creating a system to actively identify short-sellers that did not secure proper locates.

Persuaded NASD,NYSE and AMEX to successfully bring uniformity to all critical close-out rules.