Keystone Advisors
Nick Poe is an accomplished technology and education leader with extensive experience in operational transformation and team development within the insurance and educational sectors. Currently serving as the Sr. Director of Technology & Product at Keystone Advisors, Nick empowers independent health and life insurance agents through comprehensive support services. Previously, at ThriveDX, Nick drove significant improvements in service delivery and operational efficiency, including reducing learner drop rates by 50%. With a solid background in admissions and student engagement at institutions like Ultimate Medical Academy and Career Education Corporation, Nick's expertise encompasses strategic planning, automation, and data-driven decision-making. Nick holds a Bachelor's degree in Marketing from Southern New Hampshire University and multiple associate degrees in Digital Media and Fine Arts.
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Keystone Advisors
At Keystone Advisors, we believe that progress starts with change. We are an independent insurance brokerage that helps independent agents grow their insurance business while providing comprehensive health insurance solutions to consumers across the United States. We are proud to be women and minority owned and are committed to serving diverse communities and providing a better future for everyone. With our national footprint and headquarters in Houston, Texas, our team of dedicated professionals is here to help you make the right decisions and take the next step towards success. With our expertise and dedication, we are confident that we can make a positive impact on our clients and the industry as a whole. Join us in creating a brighter tomorrow!