Keith van Etten Email & Phone Number
Portfolio Consulting Group @ John Hancock Investment Management
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Keith van Etten Location
- Boston, MA, US
Keith van Etten Work
- 2019 -now Portfolio Consulting Group @
- 2012 -2018 Founder @
- 2010 -2012 Managing Director - Private Banking @
- 2004 -2010 Managing Director, National Sales Manager, Private Wealth Management @
- 2003 -2004 Director of Investment Strategy - Investment Services Group @
- 1998 -2003 Senior Vice President - Wealth Strategies Group @
- 1993 -1998 Vice President and Client Portfolio Manager @
- 1991 -1993 Vice President and Manager - National Sales Desk @
- 1985 -1991 Vice President, Advisory Services and Financial Planning @
- 1984 -1985 Actuarial Assistant @
Keith van Etten Education
- Ithaca College
Bachelor of Science (Business Management)
1979-1983 - The Wharton School
(Management)
Keith van Etten Skills
- Alternative Investments
- Series 63
- Consulting
- Distribution
- Fixed Income
- Sales
- Wealth Management Services
- Portfolio Management
- Investments
- Investment Advisory
- Support
- Financial Services
- Intermediary
- Equities
- Wealth Management
- Mutual Funds
- Investment Strategies
- Risk Management
- Asset Management
- Separately Managed Accounts
- Training
- Analytics
- Services
- Series 7
- Securities
- Hedge Funds
- Investment Management
- Asset Managment
- Asset Allocation
- Wealth
- Series 24
- Behavioral Finance
- Sales Management
- Strategic Consulting
- Leadership
- Management
- Caia
- Cfp
- CIMA
- Business Development
- Capital Markets
- Financial Planning
Keith van Etten Summary
- Keith van Etten, based in Boston, MA, US, is currently a Portfolio Consulting Group at John Hancock Investments. Keith van Etten brings experience from previous roles at Van Etten Consulting, u.s. Trust and Columbia Threadneedle Investments, Us. Keith van Etten holds a 1979 - 1983 Bachelor of Science in Business Management @ Ithaca College. With a robust skill set that includes Alternative Investments, Series 63, Consulting, Distribution, Fixed Income and more. Keith van Etten has 1 emails and 3 mobile phone numbers on RocketReach.
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