2015 -
2017 Senior Associate, Investment and Wealth Analyst @
2013 -
2015 Sales Analyst (Investment Analyst) @
2011 -
2013 Client Service Analyst @
2010 -
2011 Wealth Management Intern @
2019 -
2021 Fellow, Center for Alternative Investments @
Keith Kellum Education
Emory University - Goizueta Business School
Davidson College
Norfolk Academy
null
Keith Kellum Skills
Investments
Wealth Management
Asset Allocation
Finance
Portfolio Management
Microsoft Excel
Economics
Investment Strategies
Public Speaking
Strategic Financial Planning
Asset Management
Risk Management
Alternative Investments
Financial Modeling
Leadership
Data Analysis
Retirement Planning
Financial Planning
Estate Planning
PowerPoint
Wealth Management Services
Excel
Microsoft Office
Microsoft Word
Research
Word
Analysis
Keith Kellum Summary
Keith Kellum, based in Roswell, GA, US, is currently a Partner and Portfolio Manager at Pennington Partners & Co.. Keith Kellum brings experience from previous roles at BNY Wealth. Keith Kellum holds a Emory University - Goizueta Business School. With a robust skill set that includes Investments, Wealth Management, Asset Allocation, Finance, Portfolio Management and more. Keith Kellum has 1 emails and 2 mobile phone numbers on RocketReach.
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