James Keller Email & Phone Number
Financial Planning Consultant
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
James Keller Location
- Jackson, WY, US
James Keller Work
- Financial Planning Consultant @ Freelance (November 2025 - Present)
- Partner @ (November 2023 - Present)
- Portfolio Manager @ (June 2019 - October 2023)
- Portfolio Manager @ (May 2016 - June 2019)
- Partner @ (December 2004 - May 2016)
James Keller Education
- University of Vermont
Bachelor's degree (Finance and Economics)
1999-2003
James Keller Skills
- Company Analysis
- Company Valuation
- Divorce
- Financial Analysis
- Financial Planning
- Interview Skills Training
- Microsoft Excel
- Portfolio Management
- Tax Preparation
- Trading
James Keller Summary
- James Keller, based in Jackson, WY, US, is currently a Financial Planning Consultant at Freelance. James Keller brings experience from previous roles at Cerity Partners, First Western Trust, Tocqueville Asset Management and Thermopolis Partners LLC. James Keller holds a 1999 - 2003 Bachelor's degree in Finance and Economics @ University of Vermont. With a robust skill set that includes Company Analysis, Company Valuation, Divorce, Financial Analysis, Financial Planning and more. James Keller has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different James Keller?
Find contact details for 700 million professionals.
Others Named James Keller
James Keller
VP of Design
Portland, OR, US
James Keller
Chairman of the Board of Directors
Neenah, WI, US
James Keller
President
Elmhurst, IL, US
James Keller
President
Saint Paul, MN, US
James Keller
CEO
Cambridge, MA, US
James Keller
Managing Director
United States
James Keller
Vice President
Plano, TX, US
James Keller
Financial Planning Consultant
Jackson, WY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co