David Keely Email & Phone Number
Financial Advisor @ Corebridge Financial
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David Keely Location
- California, United States
David Keely Work
- Financial Advisor @ (November 2017 - Present)
- Investment Advisor @ (October 2016 - October 2017)
- Financial Advisor @ Edward Jones (June 2014 - October 2016)
- Vice President, Branch Manager @ (November 2011 - April 2014)
- VP-Branch Manager and Relationship Banker @ (May 2008 - June 2011)
- Business Services Executive Officer @ First Future Credit Union/Cal Coast Credit Union (January 2006 - May 2008)
- Branch Manager @ Imperial Capital Bank (January 2003 - January 2005)
- Vice President, Branch Manager @ (May 1994 - December 2003)
- District Manager and Financial Advisor @ Fortis Financial Group (January 1991 - January 1994)
David Keely Education
- Francis W Parker 1970-1982
- 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 1970 - 1982 Francis W Parker. With a robust skill set that includes Financial Services, Customer Service, Budgets, Portfolio Strategies, Business Development and more. David Keely has 3 emails and 1 mobile phone numbers on RocketReach.
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