Andy Keith Email & Phone Number
Philanthropic Market Executive - Merrill @ Bank of America Private Bank
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Andy Keith Location
- Boston, MA, US
Andy Keith Work
- Philanthropic Market Executive - Merrill @ (May 2022 - Present)
- Sales Executive @ (May 2016 - June 2022)
- Sales Executive @ (March 2016 - June 2022)
- Philanthropic Strategy and Channel Management Executive @ (May 2015 - March 2016)
- Managing Director @ (December 2009 - May 2015)
- Vice President @ (March 2008 - March 2009)
- Business Development Manager @ (March 2009 - January 2009)
- Senior Product Manager @ (May 1998 - March 2008)
- Training Specialist @ (January 1996 - January 1998)
- Participant Call Center Representative @ (January 1995 - January 1996)
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 and 1 mobile phone numbers on RocketReach.
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