Keystone Advisors, Inc. was founded in the year 2000 by Robert Berry.
Robert offers over 25 years of diverse financial services experience in strategic planning, visualizing and launching new products and services, establishing new businesses, and implementing short-term tactical actions consistent with long-term strategic direction. He has held senior management positions with such corporations as American Express, Citicorp Diners Club, and several regional financial institutions. Throughout his career, he successfully launched 35 new products and supporting processing systems and 5 new business start ups, resulting in significant new revenue for the sponsoring companies. He is a high-energy, results-oriented motivator with a proven ability to build and lead a team of professionals through the completion of challenging aspirations.
Keystone Advisors specializes in the financial services industry. Their broad experience covers a full spectrum of related products, including traditional deposit, loan, and investment products, and many other enabling technology-based payment products such as cards (debit, credit, gift, stored value, anonymous etc.), ACH, electronic checks and Internet payment vehicles along with the many features and functionality that support those products.
Robert and the various team members focus heavily on the electronic transaction processing environment, which transcends industry lines. “Transactions” are viewed as monetary and non-monetary where a customer interacts with a service provider. As a result, processes used in the financial arena become applicable to almost all other industries including education, entertainment, health care, insurance, real estate, transportation, travel-related industries, and almost any other membership-based organization.