Peter Keefe

About Peter Keefe

I\'m a product-minded technologist with a deep understanding of how enterprise software can be used to solve complex business problems—especially across the financial services industry. Over the past two decades, I’ve helped investment firms, global banks, and technology providers implement solutions that improve research workflows, integrate data pipelines, and modernize legacy systems. My background spans everything from pre-sales consulting to technical delivery and product management. I’ve led large-scale SaaS migrations, served as a bridge between business users and developers, and built strong partnerships with clients ranging from institutional investors to high-growth startups. Whether I’m defining requirements, coaching teams through implementation, or collaborating with cross-functional stakeholders, I bring a strategic mindset and a focus on results. I’m passionate about continuous learning and actively invest in staying current with emerging technologies—from AI and data science to cloud-based architecture. My approach combines strong relationship management with technical fluency and a commitment to making systems smarter, faster, and more intuitive. At the core of my work is a drive to build products and partnerships that last.

Experience

1. Vice President, Investment Management Technology

   Morgan Stanley

   Jan 2023 — Present · Boston, MA, US

   I led the platform migration of a core investment team to a new research management system, owning the delivery from technical design to stakeholder alignment. Though my title was technical, I operated with full product responsibility by defining requirements, managing cross-functional input, and leading vendor coordination.Key contributions• Vendor and Stakeholder Alignment: Managed integration efforts between internal teams and external vendors. Facilitated roadmap planning, data alignment, and delivery checkpoints.• Product Ownership: Led requirements discovery, defined success criteria, and translated business needs into actionable plans for engineering and QA.• Data Strategy and Automation: Designed Python-based integrations and leveraged Snowflake to manage data pipelines, including enrichment and reconciliation against security master systems.• Communication and Risk Management: Delivered phased rollout plans with a focus on transparency, risk mitigation, and clear communication through demos and updates.

Education

• University of Notre Dame

  BA