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Keith Ross Location
Portland, OR, US
Keith Ross Work
Financial Advisor @ (November 2013 - Present)
CEO, Consultant @ (January 2012 - January 2013)
Regional Business Manager @ (January 2008 - January 2011)
Associate Director Sales Operations @ (January 2004 - January 2008)
Sales Manager @ (January 2002 - January 2004)
Manager US Sales Information @ (January 2004 - January 2004)
Sales Manager @ (January 1986 - January 2001)
Keith Ross Education
Nazareth College
BBA (Management - finance emphasis)
1986
Keith Ross Skills
Annuities
Bonds
Business Retirement Plans
Certificates of Deposit
Common Stocks
Education Savings
Exchange-Traded Funds
Long Term Care Insurance
Long-term Disability Insurance
Mutual Funds
Permanent and Term Life Insurance
Portfolio Reviews
Retirement Plan Reviews
Systematic Investing
Traditional and Roth IRAs
Trust Services
Equity Investments
Unit Investment Trusts
Fixed Income Investments
Leadership
Market Planning
Sales Operations
Business Development
Strategic Planning
Strategy
Sales Management
Business Planning
Sales Effectiveness
Cross Functional Team Leadership
Training
Exchange Traded Funds
Management
Product Launch
Long Term Disability Insurance
Pharmaceutical Sales
Analytics
Keith Ross Summary
Keith Ross, based in Portland, OR, US, is currently a Financial Advisor at Edward Jones. Keith Ross brings experience from previous roles at SFE Insights and Sunovion Pharmaceuticals. Keith Ross holds a BBA in Management - finance emphasis @ Nazareth College. With a robust skill set that includes Annuities, Bonds, Business Retirement Plans, Certificates of Deposit, Common Stocks and more. Keith Ross has 4 emails on RocketReach.
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