Keith Keller Email & Phone Number
Co-Founder @ KM Financial Partners
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Keith Keller Location
- Philadelphia, PA, US
Keith Keller Work
- 2017 -now Co-Founder @
- 2011 -2017 CERTIFIED FINANCIAL PLANNER™ @
- 2011 -2014 Financial Adviser @
- 2008 -2011 Hedge Fund Senior Portfolio Accounting Analyst and Supervisor @
Keith Keller Education
- Millersville University of Pennsylvania
Bachelor's degree (Business Administration, Management and Operations)
2004-2007
Keith Keller Skills
- Investments
- Investment Advisory
- Investment Strategies
- Wealth Management
- Strategic Financial Planning
- Employee Benefits
- Portfolio Management
- Budgets
- Finance
- Financial Advisory
- Mutual Funds
- Insurance
- Business Strategy
- Retirement Planning
- Strategic Planning
- Due Diligence
- Estate Planning
- Asset Allocation
- Retirement
- Securities
- Annuities
- Executive Management
- Strategic Partnerships
- Personal Finance
- Financial Planning
- Financial Services
- Wealth
- Entrepreneurship
- Risk Management
- Alternative Investments
- Long-term Care
- Equities
- Investment Management
- Leadership
- Microsoft Excel
- Training
- Long Term Care
- Financial Analysis
- Startups
- Management
- Project Management
Keith Keller Summary
- Keith Keller, based in Philadelphia, PA, US, is currently a Co-Founder at KM Financial Partners. Keith Keller brings experience from previous roles at The Keller Michaels Team at McAdam Financially Advanced™, Voya Financial and SEI. Keith Keller holds a 2004 - 2007 Bachelor's degree in Business Administration, Management and Operations @ Millersville University of Pennsylvania. With a robust skill set that includes Investments, Investment Advisory, Investment Strategies, Wealth Management, Strategic Financial Planning and more. Keith Keller has 3 emails and 2 mobile phone numbers on RocketReach.
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