Jeffrey Keane Email & Phone Number
Partner, Director of Business Development @ Capital Investment Advisors
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Jeffrey Keane Location
- Atlanta, GA, US
Jeffrey Keane Work
- 2014 -now Partner, Director of Business Development @
- 2014 -2014 Vice President, Regional Director @
- 2010 -2014 Charitable Planning Consultant @
- 2006 -2014 Vice President Charitable Planning Consultant @
Jeffrey Keane Education
- La Salle University 1995-1999
Jeffrey Keane Skills
- Investments
- Mutual Funds
- Wealth Management
- Portfolio Management
- Series 7
- Asset Management
- Alternative Investments
- Asset Allocation
- Series 63
- Retirement Planning
- Financial Services
- Investment Advisory
- Securities
- Account Management
- Sales Management
- Financial Modeling
- Strategic Planning
- Customer Service
- Sales
- Capital
- Marketing
- Project Planning
Jeffrey Keane Summary
- Jeffrey Keane, based in Atlanta, GA, US, is currently a Partner, Director of Business Development at Capital Investment Advisors. Jeffrey Keane brings experience from previous roles at Altegris Investments, Fidelity Charitable and Fidelity Investments. Jeffrey Keane holds a 1995 - 1999 La Salle University. With a robust skill set that includes Investments, Mutual Funds, Wealth Management, Portfolio Management, Series 7 and more. Jeffrey Keane has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Capital Investment Advisors Employees
Jeffrey Keane
Partner, Director of Business Development
Atlanta, GA, US
Wes Moss
Managing Partner and Chief Investment Strategist
Atlanta, GA, US
Matthew Clark
Business Development Manager
Plano, TX, US
Ariel Weiss
Chief of Staff
Atlanta, GA, US
Michael Reiner
Founder, Chairman of the Board
Atlanta, GA, US
Elizabeth Kelly
Marketing Director
Atlanta, GA, US
Bryant Abramowitz
Regional Business Development Manager
Tampa, FL, US
Andrew Barag
Senior Investment Advisor
Atlanta, GA, US
David Doverspike
Family Office Wealth Strategist
Atlanta, GA, US
Inessa Loyevska
Controller
Atlanta, GA, US
Joel Dean
Director of Wealth Management
Atlanta, GA, US
Joe Trapani
Chief Technology Officer
Canton, GA, US
Hannah Kaplan
People Operations
Atlanta, GA, US
Alyse Athans
Director of Client Experience
Denver, CO, US
Megan O'Rourke
People Operations Manager
Atlanta, GA, US
Holly Mallory
Chief Compliance Officer and Operations Director
Atlanta, GA, US
Connor Miller
Partner
Cumming, GA, US
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