James Keller Email & Phone Number

Financial Planning Consultant

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James Keller Location

Jackson, WY, US

James Keller Work

2025 - now Financial Planning Consultant
2023 - now Partner @ Cerity Partners
2019 - 2023 Portfolio Manager @ First Western Trust
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2016 - 2019 Portfolio Manager @ Tocqueville Asset Management
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2004 - 2016 Partner @ Thermopolis Partners LLC
2003 - 2004 Financial Analyst @ Houlihan Lokey
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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 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. James Keller has 1 emails and 3 mobile phone numbers on RocketReach.

James Keller Emails

Found 1 emails

@ceritypartners.com

James Keller Phone Numbers

Found 4 phone numbers

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James Keller

VP of Design at Jane App

Portland, OR, US
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- gmail.com
- me.com
4
- +1 503-750-XXXX
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James Keller

Vice President Compensation at Qualcomm

California, United States
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- gmail.com
- qualcomm.com
- yahoo.com
- qti.qualcomm.com
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- +1 704-807-XXXX
- +1 951-505-XXXX
- +1 442-929-XXXX
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- +1 949-636-XXXX
James Keller

Chairman of the Board of Directors at J. J. Keller & Associates, Inc.

Neenah, WI, US
1
- gmail.com
4
- +1 715-643-XXXX
- +1 920-420-XXXX
- +1 920-727-XXXX
- +1 305-289-XXXX
James Keller

CFO at College Ave Student Loans

New York, NY, US
3
- aol.com
- gmail.com
- collegeave.com
5+
- +1 914-921-XXXX
- +1 914-473-XXXX
- +1 631-632-XXXX
- +1 631-588-XXXX
- +1 302-684-XXXX
- +1 717-249-XXXX
James Keller

Managing Director at Goldman Sachs

New York, NY, US
3
- gmail.com
- yahoo.com
- gs.com
4
- +1 484-433-XXXX
- +1 212-525-XXXX
- +1 770-207-XXXX
- +1 610-916-XXXX
James Keller

Vice President at Citi

Plano, TX, US
4
- aol.com
- gmail.com
- citigroup.com
- citi.com
3
- +1 914-473-XXXX
- +1 302-684-XXXX
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James Keller

Financial Planning Consultant

Jackson, WY, US
1
- ceritypartners.com
4
- +1 802-233-XXXX
- +1 307-739-XXXX
- +1 214-718-XXXX
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