Keith Pettus Email & Phone Number
Managing Director, Tax Investor Coverage @ Crux
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Keith Pettus Location
- San Francisco, CA, US
Keith Pettus Work
- 2026 -now Managing Director, Tax Investor Coverage @
- 2023 -2026 Principal @
- 2022 -2023 Executive Director, Senior Commercial Banker @
- 2018 -2022 Executive Director, Senior Portfolio Manager @
- 2013 -2018 Vice President, Investments @
- 2010 -2013 Vice President - RIA Division, West @
- 2010 -2013 Vice President, West @ SQN Securities, LLC
- 2009 -2010 Vice President @ Cedar Capital Advisors, LLC
- 2009 -2010 Proprietary Trader @ Assent, LLC
- 2008 -2009 Portfolio Manager @ Self Employed
- 2007 -2008 Vice President - Northwest @
- 2006 -2007 Vice President - Midwest @
- 2005 -2006 Regional Marketing Representative - Midwest @
- 2003 -2005 Portfolio Manager and Day Trader @ Self Employed
- 2003 -2003 Financial Advisor @ American Express Financial Advisors
Keith Pettus Education
- Lehigh University
BS (Industrial Engineering)
1995-1999 - Severn School 1989-1995
Keith Pettus Skills
- Capital
- Portfolio Management
- Securities
- Cedar
- Trading
- Capital Management
- Risk Management
- Alternative Investments
- Financial Advisory
- Banking
- Equity Valuation
- Fixed Income
- Bonds
- Structured Products
- Valuation
- Structured Finance
- Wealth Management Services
- Private Placements
- Capital Markets
- Derivatives
- Investments
- Bloomberg
- Finance
- Institutional Investments
- Investor Relations
- Fundraising
- Asset Allocation
- Investment Advisory
- Fund Of Funds
- Financial Services
- Equity Trading
- Equities
- Wealth Management
- Mutual Funds
- Equity Research
- FINRA
- Strategic Financial Planning
- Investment Strategies
- Entrepreneurship
- Emerging Markets
- Asset Management
- Private Equity
- Investment Banking
- Due Diligence
- ETFs
- Venture Capital
- Options
- Hedge Funds
- Investment Management
- Financial Structuring
- Financial Markets
Keith Pettus Summary
- Keith Pettus, based in San Francisco, CA, US, is currently a Managing Director, Tax Investor Coverage at Crux. Keith Pettus brings experience from previous roles at Advantage Capital, JPMorgan Chase & Co. and Foss and Company. Keith Pettus holds a 1995 - 1999 BS in Industrial Engineering @ Lehigh University. With a robust skill set that includes Capital, Portfolio Management, Securities, Cedar, Trading and more. Keith Pettus has 2 emails and 2 mobile phone numbers on RocketReach.
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