Keith Spencer's Location
Spokane, WA, US
Keith Spencer's Work
- Founder and Financial Planner @ Spencer Financial Planning, LLC
- Global Investment Control Manager - Portfolio Guideline Analysis @ FocusPoint Private Capital Group
- Assistant Vice President @ FocusPoint Private Capital Group
- Portfolio Control Manager (Guideline Compliance) @ FocusPoint Private Capital Group
- Portfolio Control Senior Analyst (Guideline Compliance) @ FocusPoint Private Capital Group
- Portfolio Control Analyst (Guideline Compliance) @ FocusPoint Private Capital Group
- Portfolio Control Associate (Guideline Compliance) @ FocusPoint Private Capital Group
Keith Spencer's Education
- Azusa Pacific University
Bachelor of Arts (Music)
1998 - 2001 - California State Polytechnic University-Pomona
(Computer Science)
1994 - 1997
Keith Spencer's Skills
- Financial Services
- Asset Management
- Portfolio Management
- Asset Managment
- Investments
- Equities
- Investment Management
- Mutual Funds
- Risk Management
- Vendor Management
Keith Spencer's Summary
Keith Spencer, based in Spokane, WA, US, is currently a Founder and Financial Planner at Spencer Financial Planning, LLC, bringing experience from previous roles at Capital Group | American Funds. Keith Spencer holds a 1998 - 2001 Bachelor of Arts in Music @ Azusa Pacific University. With a robust skill set that includes Financial Services, Asset Management, Portfolio Management, Asset Managment, Investments and more, Keith Spencer contributes valuable insights to the industry. Keith Spencer has 3 emails on RocketReach.
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