Keith Lockwood Email & Phone Number
Chief Investment Officer and Portfolio Manager @ B.A. Schrock Financial Group
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Keith Lockwood Location
- Wadsworth, OH, US
Keith Lockwood Work
- Chief Investment Officer and Portfolio Manager @ (January 2019 - Present)
- Financial Consultant @ (January 2012 - December 2018)
- Divisonal Vice President @ (April 2008 - January 2012)
- Retirement Benefits Specialist @ AXA Advisors (October 2002 - March 2008)
Keith Lockwood Education
- Ashland University
BSBA (Finance and Economics)
1998-2002 - Stetson University
n/a (History)
1997-1998
Keith Lockwood Skills
- 401(k) Distribution Planning
- Business Succession Planning
- Estate Planning Strategies
- Executive Benefits Strategies
- Financial Planning
- Investment Planning
- Retirement Planning Strategies
- Tax-Efficient Investing Strategies
- Wealth Management
- Wealth Preservation Strategies
- Financial Analysis
- Tax Efficient Investing Strategies
- Customer Relations
- Human Resources
- Project Management
- Microsoft Excel
- Microsoft Office
- Investments
- Retirement
- Insurance
- Public Speaking
- 401k Distribution Planning
- 401 Distribution Planning
Keith Lockwood Summary
- Keith Lockwood, based in Wadsworth, OH, US, is currently a Chief Investment Officer and Portfolio Manager at B.A. Schrock Financial Group. Keith Lockwood brings experience from previous roles at AXA Advisors, LLC and AXA Advisors. Keith Lockwood holds a 1998 - 2002 BSBA in Finance and Economics @ Ashland University. With a robust skill set that includes 401(k) Distribution Planning, Business Succession Planning, Estate Planning Strategies, Executive Benefits Strategies, Financial Planning and more. Keith Lockwood has 2 emails and 1 mobile phone numbers on RocketReach.
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