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Ej O'Keeffe Location
North Carolina, United States
Ej O'Keeffe Work
Financial Advisor @ (April 2025 - Present)
Financial Advisor @ HMC Partners (January 2020 - April 2025)
Financial Advisor @ (January 2019 - January 2020)
Head Coach - Men’s Soccer @ (January 2015 - January 2019)
Associate Head Coach - Men's Soccer @ (January 2010 - January 2015)
Youth National Team Scout @ (January 2015 - January 2019)
Ej O'Keeffe Education
University of North Carolina at Greensboro
Bachelor of Business Administration - BBA (Business Administration and Entrepreneurship)
Ej O'Keeffe Skills
Financial Planning
Wealth Management
Investment Advisory
Retirement Planning
Estate Planning
Leadership
Management
Investments
Coaching
401k Rollovers
Strategic Planning
Independent Financial Advice
Personal Financial Planning
Ej O'Keeffe Summary
Ej O'Keeffe, based in North Carolina, United States, is currently a Financial Advisor at Pilot Financial. Ej O'Keeffe brings experience from previous roles at HMC Partners, Edward Jones and High Point University. Ej O'Keeffe holds a Bachelor of Business Administration - BBA in Business Administration and Entrepreneurship @ University of North Carolina at Greensboro. With a robust skill set that includes Financial Planning, Wealth Management, Investment Advisory, Retirement Planning, Estate Planning and more. Ej O'Keeffe has 2 emails and 1 mobile phone numbers on RocketReach.
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