Newbold Advisors Promotes Keller to Managing Director, Strategy and Compliance

Clearwater, FL – August 14 , 2014 – Kathy Keller, previously a Senior Director with Newbold Advisors, LLC, has been promoted to Managing Director, Strategy and Compliance, effective immediately.  “Our clients are refocusing their business models to align operations with the new realities of compliance,” said Jason Bohrer, President.  “We are excited that Kathy, who brings more than 25 years of experience to the firm, will direct this key practice area for Newbold.”


Kathy Keller, Managing Director, Strategy and Compliance

Kathy has more than 25 years of experience in strategy, compliance, program management, business analysis, business process development, and operational risk management in the financial services industry.  Prior to joining Newbold, Kathy was part of Fannie Mae’s executive team where she was responsible for leading their Enterprise Program Management, Business Architecture and Lean Six Sigma practices.  Kathy’s background spans all facets of mortgage finance including originations, securitization, servicing, and credit loss management.  She has held both business and technology roles. Kathy is a co-holder of a patent related to a novel process for the transfer of servicing rights and has been part of delivering several key industry initiatives including the Making Home Affordable program for U.S. Treasury.  She has experience working with small and large financial institutions, the GSEs, and government entities.

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