Bob Keane Location
- California, United States
Bob Keane Work
- 2025 - now Vice President Advisor @
- 2018 - 2025 Financial Advisor @ Peninsula Wealth, LLC
- 2012 - 2018 Vice President, Investment Management Solutions @
- 2010 - 2012 Chief Operating Officer @ E*TRADE Capital Management, LLC
- 2006 - 2012 Sr. Product Manager - Investing and Retirement @
Bob Keane Education
- Le Moyne College
Bachelor of Science (Accounting)
Bob Keane Skills
- Product Management
- SaaS
- Enterprise Software
- Product Marketing
- Cloud Computing
- Product Development
- Competitive Analysis
- Financial Services
- Cross-functional Team Leadership
- Go-to-market Strategy
- Business Analysis
- Investments
- Leadership
- Strategy
- Management
- Asset Management
- Finance
- Certified Public Accountant
- Wealth Management
- Cross Functional Team Leadership
- Certified Financial Planner
- Go to Market Strategy
- Business Strategy
Bob Keane Summary
- Bob Keane, based in California, United States, is currently a Vice President Advisor at EP Wealth Advisors. Bob Keane brings experience from previous roles at Peninsula Wealth, LLC, Wells Fargo, E*TRADE Capital Management, LLC and E*TRADE FINANCIAL. Bob Keane holds a Bachelor of Science in Accounting @ Le Moyne College. With a robust skill set that includes Product Management, SaaS, Enterprise Software, Product Marketing, Cloud Computing and more. Bob Keane has 3 emails and 4 mobile phone numbers on RocketReach.
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Top EP Wealth Advisors Employees
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Robert Falconer
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Brian Parker
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Jim Mocci
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Michael McGrath
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David Tate
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Brett Davalos
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Clay Zachry
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Alan Berkshire
Chief Administrative Officer and General Counsel
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