Jeffrey Keller Email & Phone Number
Sr. Institutional Financial Industry Consultant @ Third Bridge Group Limited
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Jeffrey Keller Location
- Charleston, SC, US
Jeffrey Keller Work
- Sr. Institutional Financial Industry Consultant @ (February 2026 - Present)
- Institutional Advisor and Financial Planner @ (August 2024 - August 2026)
- Regional Institutional Sales Director @ (August 2022 - August 2023)
- Institutional Retirement Plan Consultant @ (January 2019 - January 2022)
- Executive Director, Head of Corporate Retirement and Business Development @ (January 2015 - January 2019)
- Vice President - Sales | Director - DCIO @ (January 2013 - January 2015)
- Managing Director - Institutional Sales @ (January 2011 - January 2013)
- Managing Director, DCIO National Sales | Sales Strategy, Execution and Marketing @ (May 1999 - March 2011)
Jeffrey Keller Education
- Kennesaw State University - Michael J. Coles College of Business
Executive MBA
- University of Kentucky
Bachelor of Science (Mass Communications & Marketing)
Jeffrey Keller Skills
- Client Relations
- Marketing Strategy
- Negotiation
- Financial Advisory
- Sales Processes
- Consultative Selling
- Coaching
- Executive Team Leadership
- Strong Executive Presence
- Go-to-market Strategy
- Retirement
- Investments
- Pensions
- Mutual Funds
- Retirement Planning
- Investment Advisory
- 401k
- Asset Allocation
- Financial Services
- Investment Strategies
- Financial Markets
- Asset Management
- Wealth Management
- Securities
- Financial Modeling
- Sales Presentations
- Life Insurance
- Marketing
- Sales
- Business Development
- Investment Management
- Strategic Planning
- Insurance
- Financial Planning
- Finance
- Portfolio Management
- Fixed Income
- Equities
- Consulting
- Business Strategy
- Strategy
- Sales Process Management
- Product Development
- Management
- Leadership
- Team Building
- Customer Service
- Relationship Building & Management
- Strategic Thinking
- Sales Process Management & Measurement
Jeffrey Keller Summary
- Jeffrey Keller, based in Charleston, SC, US, is currently a Sr. Institutional Financial Industry Consultant at Third Bridge Group. Jeffrey Keller brings experience from previous roles at MassMutual Financial & Prudential Financial, Mutual of Omaha and Morgan Stanley Wealth Management. Jeffrey Keller holds a Executive MBA @ Kennesaw State University - Michael J. Coles College of Business. With a robust skill set that includes Client Relations, Marketing Strategy, Negotiation, Financial Advisory, Sales Processes and more. Jeffrey Keller has 1 mobile phone numbers on RocketReach.
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