Keith Palmer Email & Phone Number
Founder @ Elite Service Co of Vero Beach
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Keith Palmer Location
- Vero Beach, FL, US
Keith Palmer Work
- 2024 -now Founder @
- 2009 -now Head of Family Office @
- 2000 -2009 Vice President, Family Office Services @ Hedge Fund @
- 1997 -2000 Vice President, Manager of Trust Operations @ Private Bank @
- 1996 -1997 Senior Accountant @ Mutual Fund Co @ State Street Bank and Putnam Investments
Keith Palmer Education
- University of Richmond
Bachelor of Arts (B.A.)
Keith Palmer Skills
- Microsoft Office
- Project Management
- Research
- Customer Service
- Strategy
- Account Management
- Sales
- Trust Operations
- Forecasting
- Recruiting
- Alternative Investments
- Estate Planning
- Leadership
- International Business
- Accounting
- NAV
- Fixed Income
- Fund Accountant
- Family Business
- Discretion
- Professional Services Acquisition
- Portfolio Management
- Investments
- Communication
- Chief Operations Officer
- Trust Management
- Vice President
- Finance
- Investment Management
- Fund Accounting
- Taxes
- Equities
- Wealth Management
- Mutual Funds
- Compliance
- Family Business Management
- Asset Management
- Confidential Advisor
- Bookkeeping
- Contract Negotiation
- Confidentiality
- Wine
- Family Office Management
- Family Advisor
- Management
- High End Travel
- Hedge Accounting
- Trust Manager
- Due Diligence
- Net Asset Value
- Multi Family Investment Properties
- Foundations
- Vip Travel
- Corporate Actions
- Operational Due Diligence
- Back Office Operations
- Hedge Funds
- Wine and Spirits Industry
- Property Management
Keith Palmer Summary
- Keith Palmer, based in Vero Beach, FL, US, is currently a Founder at Elite Service Co of Vero Beach. Keith Palmer brings experience from previous roles at Private Family Office, Pequot Capital, Atlantic Trust Pell Rudman and State Street Bank and Putnam Investments. Keith Palmer holds a Bachelor of Arts (B.A.) @ University of Richmond. With a robust skill set that includes Microsoft Office, Project Management, Research, Customer Service, Strategy and more. Keith Palmer has 3 emails and 2 mobile phone numbers on RocketReach.
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