James Keller Email & Phone Number
Financial Planning Consultant
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James Keller Location
- Jackson, WY, US
James Keller Work
- Freelance
- Financial Planning Consultant (November 2025 - Present)
- Partner @ (November 2023 - Present)
- Portfolio Manager @ (June 2019 - October 2023)
- Portfolio Manager @ (May 2016 - June 2019)
- Partner @ (December 2004 - May 2016)
- Financial Analyst @ (July 2003 - November 2004)
James Keller Education
- University of Vermont
Bachelor's degree (Finance and Economics)
1999-2003
James Keller Summary
- James Keller brings experience from previous roles at Freelance, Cerity Partners, First Western Trust and Tocqueville Asset Management. James Keller holds a 1999 - 2003 Bachelor's degree in Finance and Economics @ University of Vermont. James Keller has 1 emails and 2 mobile phone numbers on RocketReach.
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