Jay Keller's Location
Boca Raton, FL, US
Jay Keller's Work
- Senior Manager @ Charles Schwab
- Senior Manager @ TD Ameritrade Institutional
- Program Manager, AdvisorDirect @ TD Ameritrade Institutional
- Eastern Region Liaison @ TD Ameritrade Institutional
- Investment Consultant @ TD Ameritrade
- Financial Advisor @ Morgan Stanley
- Disaster Relief Team Member - Pentagon @ American Red Cross
- Law Clerk @ Bower Law Associates, PLLC
- Department of Agronomy - Turfgrass Research @ Penn State University
- Intern @ Merrill Lynch
Jay Keller's Education
- Dale Carnegie Training
Effective Communications & Human Relations
2010 - 2010 - Penn State University
BA (Political Science)
1996 - 2001
Jay Keller's Skills
- Series 7
- Series 63
- Wealth Management
- Securities
- Mutual Funds
- Investments
- Portfolio Management
- Retirement Planning
- Asset Allocation
- Investment Advisory
Jay Keller's Summary
Jay Keller, based in Boca Raton, FL, US, is currently a Senior Manager at Charles Schwab, bringing experience from previous roles at TD Ameritrade Institutional and TD Ameritrade. Jay Keller holds a 2010 - 2010 Effective Communications & Human Relations @ Dale Carnegie Training. With a robust skill set that includes Series 7, Series 63, Wealth Management, Securities, Mutual Funds and more, Jay Keller contributes valuable insights to the industry. Jay Keller has 3 emails on RocketReach.
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