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
- 2011 -now Financial Advisor @
- 2005 -2011 Financial Advisor @
- 2003 -2004 Account Executive @
- 2000 -2002 District 273 Edina Public Schools @ Valley View Middle School
- 1996 -1999 Teacher @ West St Paul District 197
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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