Amy O'Keefe Email & Phone Number
Financial Advisor @ LPL Financial
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Amy O'Keefe Location
- Osseo, MN, US
Amy O'Keefe Work
- Financial Advisor @ (December 2011 - Present)
- Financial Advisor @ (January 2005 - November 2011)
- Account Executive @ (June 2003 - December 2004)
- District 273 Edina Public Schools @ Valley View Middle School (August 2000 - December 2002)
- Teacher @ West St Paul District 197 (August 1996 - June 1999)
Amy O'Keefe Education
- Augustana College (SD)
Amy O'Keefe Skills
- Finance
- Estate Planning
- Financial Reporting
- Curriculum Development
- Wealth Accumulation
- Saving for Education
- Financial Planning
- Retirement Planning
- 401k Rollovers
- IRAs
- Financial Services
- College Savings Plans
Amy O'Keefe Summary
- Amy O'Keefe, based in Osseo, MN, US, is currently a Financial Advisor at LPL Financial. Amy O'Keefe brings experience from previous roles at Edward Jones, COTG – A Xerox Company, Valley View Middle School and West St Paul District 197. Amy O'Keefe holds a Augustana College (SD). With a robust skill set that includes Finance, Estate Planning, Financial Reporting, Curriculum Development, Wealth Accumulation and more. Amy O'Keefe has 1 emails and 1 mobile phone numbers on RocketReach.
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