Jeffrey Keels, CISA

Inspirer
DISC Type : id

Senior Information Technology Manager at UNFI

Minneapolis, Minnesota, United States

Overview

Jeffrey is a Senior IT Audit Manager at UNFI with extensive experience in the banking and finance industry. He is an expert in IT governance, risk, and compliance, holding both CISA and Certified in Risk and Information Systems Control (CRISC) certifications. He earned his BBA from the University of North Texas.

He holds a FINRA Series 63 License, an uncommon certification for an IT professional, highlighting his deep expertise in the regulated finance sector.

Personality Overview

Decisive

Fast Adopter

Confident & Optimistic

They usually prefer to drive the conversation.  They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

IT Risk & Governance
His career at Santander and Texas Capital Bank focused on analyzing IT risks, developing controls, and fostering a risk management culture.
Audit & SOX Compliance
As a certified audit manager, his roles consistently involve leading audit engagements, developing annual SOX plans, and ensuring system compliance.
Financial Regulations
Experience working with FFIEC guidelines and holding a FINRA Series 63 license demonstrates his proficiency in the financial regulatory landscape.

Media Appearances

Jeffrey has no verified media appearances

Work History

11-2024
Senior Information Technology Manager at UNFI
11-2020 - 11-2024
Information Technology Audit Manager at UNFI
6-2018 - 11-2020
Senior IT Auditor at UNFI
6-2017 - 6-2018
Banking Officer, IT Risk at Texas Capital Bank
2-2016 - 6-2017
Governance, Risk and Compliance Analyst II at Santander Consumer USA

Education

Jeffrey has no verified education history

More Information

Social Presence :

Prographics :

Exp : 14 Location : Minneapolis, Minnesota, United States Job Level : Middle Designation : Senior Information Technology Manager at UNFI
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Focus on the big picture and the strategic value of your product
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don't be unorganized, be prepared for the pitch
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Jeffrey

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Jeffrey take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Jeffrey

Personality Compatibility


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