Daniel Keefe Email & Phone Number
Senior Wealth Advisor @ Vanguard
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Daniel Keefe Location
- Charlotte, NC, US
Daniel Keefe Work
- 2025 -now Senior Wealth Advisor @
- 2020 -2025 Senior Financial Advisor @
- 2018 -2020 Senior Business Consultant @
- 2013 -2018 Regional Sales Director @
- 2013 -2013 National Sales Consultant @
- 2012 -2013 Financial Representative @
Daniel Keefe Education
- University of New Hampshire Peter T. Paul College of Business and Economics
Bachelor's degree (Finance)
2008-2012 - Yale School of Management
Investment Management Theory & Practice (Online Program)
2018
Daniel Keefe Summary
- Daniel Keefe, based in Charlotte, NC, US, is currently a Senior Wealth Advisor at Vanguard. Daniel Keefe brings experience from previous roles at Vanguard, LPL Financial and Columbia Threadneedle Investments, US. Daniel Keefe holds a 2008 - 2012 Bachelor's degree in Finance @ University of New Hampshire Peter T. Paul College of Business and Economics. Daniel Keefe has 3 emails and 1 mobile phone numbers on RocketReach.
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