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
Robert Falconer
Vice President, Advisor
California, United States
Jim Mocci
Managing Director, Head of Marketing
California, United States
Derek Holman
Managing Director
Torrance, CA, US
Justin Mikhalevsky
Chief Product and Technology Officer
United States
Robert Davis
Vice President of Wealth Management
Salt Lake City, UT, US
Christopher Toumajian
Chief Financial Officer
Long Beach, CA, US
Kelly Shannon
Managing Director, Head of Talent Management
New York, NY, US
Clay Zachry
Senior Vice President and Partner
Torrance, CA, US
Alan Berkshire
Chief Administrative Officer and General Counsel
Torrance, CA, US
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