2022 -
now Philanthropic Market Executive - Merrill @
2016 -
2022 Sales Executive @
2016 -
2022 Sales Executive @
2015 -
2016 Philanthropic Strategy and Channel Management Executive @
2009 -
2015 Managing Director @
2008 -
2009 Vice President @
2009 -
2009 Business Development Manager @
1998 -
2008 Senior Product Manager @
1996 -
1998 Training Specialist @
1995 -
1996 Participant Call Center Representative @
Andy Keith Education
Providence College
BSc (Economics)
1990
-
1994
Andy Keith Skills
Mutual Funds
Asset Management
Investments
Investment Products
Business Planning
Retirement
Institutional
Series 7
Wealth Management
Product Management
Client Service
Investment Advisory
Series 66
Annuities
Retirement Planning
Business Strategy
Asset Allocation
Investment Strategies
Separately Managed Accounts
Managed Accounts
Fund Of Funds
Institutional Investments
Defined Benefit
Private Banking
Financial Advisory
Alternative Investments
Series 63
Endowments
Sales Management
Foundations
Analytics
Investment Management
Strategy
Financial Services
Andy Keith Summary
Andy Keith, based in Boston, MA, US, is currently a Philanthropic Market Executive - Merrill at Bank of America Private Bank. Andy Keith brings experience from previous roles at Bank of America Private Bank and U.S. Trust. Andy Keith holds a 1990 - 1994 BSc in Economics @ Providence College. With a robust skill set that includes Mutual Funds, Asset Management, Investments, Investment Products, Business Planning and more. Andy Keith has 1 emails on RocketReach.
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