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 BDO @ (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)
Jay Keller Skills
- Agentic AI Development
- Agile & Waterfall Methodologies
- Arbitration
- Artificial Intelligence (AI)
- Asset Allocation
- Asset Managment
- Business Development
- Client Issue Resolution
- Commercial Contracts
- Committees
- Contract Negotiation
- Data Analysis
- Data Collection
- Equities
- Event Management
- Event Planning
- Exploratory Data Analysis
- Financial Advisory
- Financial Analysis
- Florida Notary Public
- Generative AI
- Interpersonal Skills
- Investment Advisory
- Investments
- Leadership
- Legal Compliance
- Legal Document Preparation
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- MindManager
- Mutual Funds
- OneNote
- Operations Management
- Organization Skills
- Photography
- Portfolio Management
- Problem Solving
- Program Management
- Project Management
- Public Speaking
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Series 63
- Series 65
- Series 7
- Strategic Communications
- Strategic Data Analysis
- Strategic Financial Planning
- Strategic Planning
- Waterfall Project Management
- Wealth Management
- Writing
- Net
- Brokerage
- Program Manager
- Legal Writing
- Finance
- Financial Services
- High Net Worth Individuals
- 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 BA in Political Science @ Penn State University. With a robust skill set that includes Agentic AI Development, Agile & Waterfall Methodologies, Arbitration, Artificial Intelligence (AI), Asset Allocation and more. Jay Keller has 1 emails on RocketReach.
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