Keith Lum Location
Cincinnati, Ohio, United States
Keith Lum Work
- 2005 - now Vice President - Wealth Management @ UBS
- 1998 - 2004 Vice President @ FEG Investment Advisors
Keith Lum Education
- Xavier University
Master of Business Administration (Finance)
2000 - 2002 - PU1987 - 1992
Keith Lum Skills
- Retirement Planning
- Portfolio Management
- Wealth Management
- Strategic Financial Planning
- Series 7
- Series 66
Keith Lum Summary
Keith Lum, based in Cincinnati, Ohio, United States, is currently a Vice President - Wealth Management at Ubs. Keith Lum brings experience from previous roles at Fund Evaluation Group, LLC. Keith Lum holds a 2000 - 2002 Master of Business Administration in Finance @ Xavier University. With a robust skill set that includes Retirement Planning, Portfolio Management, Wealth Management, Strategic Financial Planning, Series 7 and more. Keith Lum has 1 emails on RocketReach.
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