David Keely Location
- California, United States
David Keely Work
- 2017 - now Financial Advisor @
- 2016 - 2017 Investment Advisor @
- 2014 - 2016 Financial Advisor @
- 2011 - 2014 Vice President, Branch Manager @
- 2008 - 2011 VP-Branch Manager and Relationship Banker @
David Keely Education
- University of California, San Diego
BA (Economics)
- University of Redlands
Master of Business Administration - MBA (Business)
David Keely Skills
- Financial Services
- Customer Service
- Budgets
- Portfolio Strategies
- Business Development
- Financial Strategies
- Dental Retirement
- Relationship Management
- Financial Advising
- Small Business
- Annuities
- Business Retirement Plans
- Individual Retirement Accounts - Traditional and Roth
- Estate Considerations
- Insurance - LTC, Disability, Permanent Life, Term Life
- Educational Savings - 529 Plans
- Fixed Income Investments
- Equity Investments
- Saving, Spending and Borrowing Solutions
- Portfolio and Retirement Plan Review
- Financial Advisory
- Estate and Trust Services
- Microsoft Office
- Team Building
- Banking
- Fixed Annuities
- Disability
- Individual Retirement
- Insurance
- Portfolio
- Term Life
- Financial Planning
- Portfolio Management
- Finance
- Individual Retirement Accounts
- Spending
- Sales Management
- Spending And Borrowing Solutions
- Saving
- Savings
- Investment Strategies
- Risk Management
- Microsoft Excel
- Marketing
- Educational Savings
- Business Retirement
- Financial Analysis
- Permanent Life
- Ltc
- Traditional And Roth
- Retirement
- 529 Plans
- Estate
- Trust Services
David Keely Summary
- David Keely, based in California, United States, is currently a Financial Advisor at Corebridge Financial. David Keely brings experience from previous roles at CUSO Financial Services, LP, Edward Jones, First Citizens Bank and California Bank & Trust. David Keely holds a BA in Economics @ University of California, San Diego. With a robust skill set that includes Financial Services, Customer Service, Budgets, Portfolio Strategies, Business Development and more. David Keely has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Corebridge Financial Employees
Betsy Palmer
Chief Marketing Officer
Atlanta, GA, US
Kara Boling
Chief Operations Officer - Retirement Services
Houston, TX, US
Atif Mahmood
Chief Financial Officer Investments
Westbury, NY, US
Elias Habayeb
Chief Financial Officer
New York, NY, US
Thomas Denkler
Managing Director and Head of Structured Privates
Houston, TX, US
Craig Moody
Managing Director
Houston, TX, US
Michael Johnson
Managing Director - Central Region
Houston, TX, US
David Ditillo
Chief Information Officer
Durham, NC, US
Terri Fiedler
President, Retirement Services
Houston, TX, US
Donald Smith
Chief Financial Officer - Enterprise Expenses
Commack, NY, US
Marc Costantini
President and Chief Executive Officer
United States
Gavin Zhang
CFO - Group Retirement
New York, NY, US
Yarmon Kennedy
Chief Data Officer
Houston, TX, US
John Byrne
President of Corebridge Financial Distributors
Clarkston, MI, US
David Russo
Chief Technology Officer
Boston, MA, US
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