Summary
Overview
Work History
Education
Skills
Certification
Volunteer Experiences
Timeline
Generic
Raymond Keith, III

Raymond Keith, III

Louisville,KY

Summary

Results-oriented professional with over 30 years of experience across merchant services, insurance, finance, wealth management, and financial services sectors. Proven track record of driving business growth through innovative strategies and effective management practices. Expertise in enhancing client experiences and fostering strong business relationships, leading to increased client satisfaction and organizational success.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Business Manager

ElderServe, Inc.
Louisville, KY
01.2024 - 05.2025
  • Supported the mission and vision of Louisville’s largest non-profit organization, providing services to seniors across Jefferson County and its neighboring areas.
  • Oversaw all aspects of financial management, including organizational budget development, preparation of accurate financial reports, and ongoing monitoring of financial performance for both senior center and adult day care operations.
  • Supervised grants and compliance management to ensure adherence to all regulatory, state, and federal operational requirements.
  • Partnered with executive leadership and the board of directors to implement strategic plans supporting operational growth and long-term sustainability.
  • Provided comprehensive oversight for human resource functions such as payroll, compensation, and benefits administration.
  • Managed general operations for the Adult Day construction project, ensuring contractors met established deadlines and operating budgets were effectively maintained.

Associate, CPFA

Cerity Partners
Louisville, KY
08.2021 - 12.2023
  • Served as junior advisor, offering investment consultation to help retirement participants meet financial objectives.
  • Facilitated participant support for retirement plan enrollments and personalized investment meetings.
  • Designed and delivered educational presentations to improve fundamental financial literacy among participants.
  • Enhanced partnerships by providing Plan Sponsor support to executives and business owners.
  • Co-led retirement plan committee meetings, managing notes, and delegated action items efficiently.
  • Functioned as the firm’s liaison, boosting brand presence and organizing strategic business development activities.

Principal Owner

Keith 3 Financial Solutions, LLC
Louisville, KY
03.2019 - 02.2022
  • Empowered families with knowledge on life insurance and pathways to financial independence.
  • Conducted engaging presentations and demonstrations to attract potential clients.
  • Developed self-sourcing leads, enhancing life insurance sales opportunities.
  • Secured new business by closing life policies in compliance with regulatory metrics.

Financial Associate

ARGI Financial Group
Louisville, KY
01.2021 - 08.2021
  • Crafted presentations that equipped advisors with essential financial strategies for employee goals.
  • Documented key discussions in Retirement Plan Committee meetings to facilitate effective follow-ups.
  • Completed preparation for FINRA Series 65 exam, obtaining status as an Investment Advisor Representative.
  • Benefited from mentorship under a Senior Retirement Plan Advisor, enhancing professional development.

Director

Global Payments, Inc.
Jeffersonville, IN
01.2015 - 11.2018
  • Led professional team to provide technical and business advice for customer retention.
  • Mentored management-level associates, enhancing portfolio health and reducing attrition across US Markets.
  • Captured and analyzed reporting metrics to ensure accountability, minimize attrition, and enhance customer experiences.
  • Cultivated relationships to foster a positive work culture within the organization.

Education

Some College (No Degree) - Business Administration

Jefferson Community & Technical College
Louisville, KY

Skills

  • Time management efficiency
  • Financial management
  • Budget development
  • Client engagement and focus
  • Sales consultation techniques
  • Cross-selling strategies
  • Building lasting relationships
  • Presentation experience with individuals and groups
  • Strategic planning expertise
  • Team leadership

Certification

  • FINRA - Series 65 Investment Advisor, August 2021
  • NAPA / ARA - Certified Plan Advisor, Jan. 2022 - Aug. 2024
  • COK - Life Insurance Agent, Jan. 2023 - August 2024
  • COK - Variable Life & Annuity, Jan. 2023 - August 2024

Volunteer Experiences

Bless the Block, November 2022 - November 2023, Honorable Kentucky Colonel, January 2023 - Present, Jamon Brown Foundation, January 2023 - July 2024, Habitat for Humanity Louisville, November 2023

Timeline

Business Manager

ElderServe, Inc.
01.2024 - 05.2025

Associate, CPFA

Cerity Partners
08.2021 - 12.2023

Financial Associate

ARGI Financial Group
01.2021 - 08.2021

Principal Owner

Keith 3 Financial Solutions, LLC
03.2019 - 02.2022

Director

Global Payments, Inc.
01.2015 - 11.2018

Some College (No Degree) - Business Administration

Jefferson Community & Technical College

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