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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