Jay Keller Email & Phone Number
Vice President of Institutional Wealth Services @ Advisors Capital Management
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Jay Keller Location
- Boca Raton, FL, US
Jay Keller Work
- Vice President of Institutional Wealth Services @ (April 2024 - Present)
- Senior Manager @ (October 2021 - February 2024)
- Senior Manager @ (August 2017 - September 2021)
- Program Manager, AdvisorDirect @ (July 2008 - July 2017)
- Eastern Region Liaison @ (October 2005 - June 2008)
- Investment Consultant @ (February 2004 - September 2005)
- Financial Advisor @ (January 2002 - February 2004)
- Disaster Relief Team Member - Pentagon @ (September 2001 - October 2001)
- Law Clerk @ (January 1999 - January 2001)
- Department of Agronomy - Turfgrass Research @ (January 1995 - January 2001)
- Intern @ (June 1999 - August 1999)
- Intern @ (June 1998 - August 1998)
Jay Keller Education
- Penn State University
BA (Political Science)
1996-2001
Jay Keller Skills
- Series 7
- Series 63
- Wealth Management
- Securities
- Mutual Funds
- Investments
- Portfolio Management
- Retirement Planning
- Asset Allocation
- Investment Advisory
- Strategic Financial Planning
- Retirement
- Asset Managment
- Equities
- Financial Advisory
- Net
- Brokerage
- Program Manager
- Legal Writing
- Finance
- Financial Services
- High Net Worth Individuals
- Microsoft Office
- Program Management
- Microsoft Excel
- Services
Jay Keller Summary
- Jay Keller, based in Boca Raton, FL, US, is currently a Vice President of Institutional Wealth Services at Advisors Capital Management. Jay Keller brings experience from previous roles at Charles Schwab and TD Ameritrade Institutional. Jay Keller holds a 1996 - 2001 BA in Political Science @ Penn State University. With a robust skill set that includes Series 7, Series 63, Wealth Management, Securities, Mutual Funds and more. Jay Keller has 1 emails on RocketReach.
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