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
- 2026 -now Sr. Institutional Financial Industry Consultant @
- 2024 -2026 Institutional Advisor and Financial Planner @
- 2022 -2023 Regional Institutional Sales Director @
- 2019 -2022 Institutional Retirement Plan Consultant @
- 2015 -2019 Executive Director, Head of Corporate Retirement and Business Development @
- 2013 -2015 Vice President - Sales | Director - DCIO @
- 2011 -2013 Managing Director - Institutional Sales @
- 1999 -2011 Managing Director, DCIO National Sales | Sales Strategy, Execution and Marketing @
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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