Jeffrey Keating Email & Phone Number
Head of Market Strategy, Wealth Management and Retirement @ FIS
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Jeffrey Keating Location
- St. Augustine, FL, US
Jeffrey Keating Work
- Head of Market Strategy, Wealth Management and Retirement @ (December 2023 - Present)
- Head of Strategic Consulting and Intelligence, Global Retirement @ (March 2023 - November 2023)
- Head of Competitive Intelligence and Strategy, Global Retirement @ (November 2018 - March 2023)
- Director Competitive Strategy, John Hancock - U.S. Retirement @ (May 2011 - November 2018)
- Assistant Vice President, Corporate Retirement Plans @ (March 2009 - May 2011)
- Corporate Retirement Sales Specialist @ (February 2006 - March 2009)
- Sergeant @ (July 1999 - February 2008)
- Retirement and Wealth Managment Specialist @ (January 2006 - February 2007)
- Private Wealth Manager @ (November 2003 - January 2006)
- Wealth Management Specialist @ (January 2003 - November 2003)
Jeffrey Keating Education
- Pace University
BA (Language Studies, Marketing)
1997-2001
Jeffrey Keating Skills
- 401(k) Retirement Savings Plans
- 401k
- Business Strategy
- Competitive Intelligence
- FINRA
- Financial Services
- IRAs
- Investments
- Mutual Funds
- Pensions
- Relationship Management
- Retirement
- Retirement Planning
- Sales
- Strategy
- Veterans
- Wealth Management
- Wealth Management Services
- Leadership
- Estate Planning
- Series 63
- Portfolio Management
- Finance
- 401K Retirement Savings Plans
- Uniform Combined State Law
- Wealth
- Series 24
- Politics
- Research
- Series 7
- Strategic Planning
- Marketing
- Microsoft Excel
- Banking
- 401 Retirement Savings Plans
Jeffrey Keating Summary
- Jeffrey Keating, based in St. Augustine, FL, US, is currently a Head of Market Strategy, Wealth Management and Retirement at FIS. Jeffrey Keating brings experience from previous roles at Manulife Investment Management and Morgan Stanley. Jeffrey Keating holds a 1997 - 2001 BA in Language Studies, Marketing @ Pace University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Business Strategy, Competitive Intelligence, FINRA and more. Jeffrey Keating has 3 emails and 2 mobile phone numbers on RocketReach.
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