Jim Keane Email & Phone Number
Wealth Management Advisor @ Capstone Partners Financial and Insurance Services
Jim Keane Location
Newport Beach, CA, US
Jim Keane Work
- 2015 - now Wealth Management Advisor @ Capstone Partners Financial and Insurance Services
- 2011 - 2015 Regional Vice President- Northwest Region @ CION Investments
- 2009 - 2011 Regional Vice President- Northwest Region @ Thompson National Properties, LLC
- 2006 - 2009 Vice President of Sales and Business Development @ MKA Capital Group Advisors, LLC
- 2002 - 2005 Assistant Vice President, Wealth Management @ Deutsche Bank
Jim Keane Education
- UCLA1996 - 2000
- Corona del Mar High School1992 - 1996
Jim Keane Skills
- Alternative Investments
- Asset Management
- Business Development
- Capital Markets
- Investment Advisory
- Portfolio Management
- Microsoft Office
- Microsoft Excel
- Investments
- Leadership
Jim Keane Summary
Jim Keane, based in Newport Beach, CA, US, is currently a Wealth Management Advisor at Capstone Partners Financial and Insurance Services. Jim Keane brings experience from previous roles at CION Investments, Thompson National Properties, LLC, MKA Capital Group Advisors, LLC and Deutsche Bank. Jim Keane holds a 1996 - 2000 UCLA. With a robust skill set that includes Alternative Investments, Asset Management, Business Development, Capital Markets, Investment Advisory and more. Jim Keane has 1 mobile phone numbers on RocketReach.
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Top Capstone Partners Financial and Insurance Services Employees
-
Scott Grove
Managing Partner at Capstone Partners Financial and Insurance Services
Newport Beach, CA, US14 -
Andrew Moore
Managing Partner at Capstone Partners Financial and Insurance Services
Newport Beach, CA, US24 -
Tim Denton
Managing Director at Capstone Partners Financial and Insurance Services
Newport Beach, CA, US15 -
Son le
Managing Director at Capstone Partners Financial and Insurance Services
Bakersfield, CA, US13 -
Van Hess
Managing Partner at Capstone Partners Financial and Insurance Services
Los Angeles, CA, US15+ -
14
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Neil Godsey
Managing Director at Capstone Partners Financial and Insurance Services
California, United States12 -
Brad Sofonia
Managing Director at Capstone Partners Financial and Insurance Services
South Jordan, UT, US13 -
31
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2
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