Keri Gustafson

Keri Gustafson has over 35 years of work experience. Keri is currently the Director of Compliance at Edelman Financial Engines since 2015. In this role, they are responsible for coordinating legal and regulatory requests and ensuring adherence to regulatory rules. Before that, they worked as a Compliance Manager at Edelman Financial Engines, where they collaborated with internal business partners to design and launch new programs while ensuring regulatory compliance.

Prior to Edelman Financial Engines, Keri worked at Financial Engines as a Product and Service Specialist from 2004 to 2015. In this role, they managed and responded to consultant, prospect, and provider requests, supported key 401(k) providers, and assisted with the implementation of account strategies.

Before Financial Engines, Keri worked as an Account Executive at NEXTEL and BladeLogic in the early 2000s. Keri consistently surpassed revenue goals, executed sales campaigns, and conducted lead generation activities.

Keri's work experience also includes positions at Concord Communications, where they served as Director of Sales Support, Regional Sales Manager, and District Sales Manager from 1994 to 2002. Keri generated significant revenue, managed a team of sales support personnel, and contributed to account strategy development.

Keri began their career as a Marketing Associate at The PowerOpen Association in 1993 and worked as a Market Center Coordinator at Apple from 1988 to 1993. In these roles, they organized and marketed events to raise attendance.

Overall, Keri Gustafson has demonstrated strong compliance, sales, and managerial skills throughout their diverse work history.

Keri Gustafson attended Manchester Community College but did not obtain a degree. In 2023, they obtained a certification in Textio Equitable Performance Feedback from Textio.