Keith Carlson Email
Client Services Director @ The Penny Group
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Keith Carlson Location
- Hungerford, GB
Keith Carlson Work
- 2024 -now Client Services Director @
- 2016 -2023 Chief Operating Officer @
- 2010 -2016 Head of Operations @
- 2009 -2010 Team Manager @
- 2004 -2008 Client Services Manager @
- 2002 -2004 Complaints Handler @
- 2001 -2002 Pension Review Analyst @
- 1998 -2001 Team Manager @
Keith Carlson Education
- Oxford Brookes University
(Business Administration and Management, General)
2022-2023 - Nottingham Law School
Legal Practice Course (Law)
1996-1997 - Nottingham Law School
Post Graduate Diploma in Law (Law)
1995-1996 - University of Reading
Bachelor of Arts (B.A.) (History)
1992-1995
Keith Carlson Skills
- Pension Funds
- Pensions
- Pension Administration
- Defined Benefit
- Retirement
- Financial Risk
- Employee Benefits
- Actuarial Science
- Investments
- Governance
- Investment Strategies
- Financial Advisory
- Financial Services
- Retirement Planning
- Wealth Management
- Asset Management
- Insurance
- Portfolio Management
- Relationship Management
- Mutual Funds
- Operations Management
- Microsoft Excel
- Management
Keith Carlson Summary
- Keith Carlson, based in Hungerford, GB, is currently a Client Services Director at The Penny Group. Keith Carlson brings experience from previous roles at Punter Southall Aspire, Punter Southall Group, Punter Southall Wealth, a Canaccord Genuity Company and Risk Placement Services, Inc.. Keith Carlson holds a 2022 - 2023 Oxford Brookes University. With a robust skill set that includes Pension Funds, Pensions, Pension Administration, Defined Benefit, Retirement and more. Keith Carlson has 1 emails on RocketReach.
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