Keith van Name Email & Phone Number
Head of Flourish Insurance Sales @ Flourish
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Keith van Name Location
- Holmdel, NJ, US
Keith van Name Work
- 2025 - now Head of Flourish Insurance Sales @
- 2019 - 2024 Managing Director, RIA and Wealth Managers @
- 2017 - 2018 Senior Vice President, Private Wealth @
- 2011 - 2017 Head of International Relationship Management and Business Development @
- 2010 - 2011 Vice President Of Business Development @
- 2008 - 2010 First Vice President @ IDB Asset Management
- 2001 - 2004 Senior Vice President @
- 1996 - 2001 Senior Vice President @ Zurich Scudder Investments
- 1993 - 1996 Principal @
Keith van Name Education
- Dowling College
Bachelor of Business Administration - BBA (Accounting)
Keith van Name Skills
- Business Development
- Capital Raising
- Key Account Relationship Building
- Sales & Marketing
- Alternative Investments
- Hedge Funds
- Asset Management
- Asset Allocation
- Equities
- Fixed Income
- Investments
- Investment Strategies
- Wealth Management
- Asset Managment
- Financial Services
- Business Strategy
- Sales
- Sales Management
- Sales Operations
- Retail Sales
- International Sales
- Operations Management
- Product Marketing
- Customer Relationship Management (CRM)
- Mutual Funds
- Private Equity
- series 63
- Sales Process
- International Business Development
- Strategic Planning
- Project Management
- Business Management
- Bloomberg
- Business Relationship Management
- Sales Presentations
- Relationship Building
- Hold Series 7
- Alternative Investment Strategies
- Fund Of Funds
- Managed Funds
- Offshore Funds
- FundSERV
- Build Strong Relationships
- Key Client Relationships
- Global Client Management
- Global Operations
- Global Strategy
- Global Management
- Fundraising
- Entrepreneurship
- Trading Systems
- Securities
- Revenue
- Derivatives
- Business Process Design
- Lunch and Learns
- RIA
- Promoting
- Redemptions
- International
- Operations
- Latin
- Product Rationalization
- Business Lines
- Reporting
- New York
- Accounting
- Private Bank
- Home
- Israel
- Offshore
- Workflow
- Analysis
- Ascent
- Human Resources
- Lake Homes
- Financial Advisory
- Key Account
- Policies and Procedures
- Partnerships
- Agents
- Dealers
- Cayman
- Collaborating
- Marketing Strategy
- Financials
- Private Label
- Investment Research
- Financial Institutions
- Efficiencies
- Yahoo
- Overland
- Europe
- American
- UCITS
- Efficient
- Solution
- Mandates
- Luxembourg
- Umbrella Insurance
- LATAM
- Vendor Relationship Management
- Cost
- Market
- Intermediary
- Poms
- Front End
- Business Administration
- Budgets
- Marketing
- Country
- Banking
- Approvals
- Insurance
- Key Account Relationships
- Service Quality
- Global Sales
- Dec Alpha
- Product Development
- Training
- Compliance
- Execution
- Canada
- Overhaul
- Business Planning
- Connecting
- Trust Funds
- Daily Operations
- Channel
- Sales and Marketing
- Sales Execution
- Organizational Structure
- Funding
- Americas
- Profit Margins
- Operational Efficiency
- Project Based Learning
- Distribution Strategies
- Coaching
- P&l
- Consulting
- Investment Management
- Legal
- Internal Audit
- Google Groups
- Presentations
- Internal Controls
- Profit
- Asia
- Brokerage
- Fund Administration
- Savings
- Portfolio Management
- Business Partnering
- AIM
- Rias
- Offshore Operations
- Retail
- NRA
- Due Diligence
- Relationship Management
- Asset
- Operational Oversight
- Third Party
- Latin America
- Volatility
- Leadership
- Finance
- Product Mix
- Absolute Return
- Final Cut Pro
- Australia
- Korea
- Management
- Distribution
- Market Neutral
- Outsourcing
- Strategy
- Business Process Re Engineering
- Discount
- Trading
- Japan
- Distributors
- Income
- Global Macro
Keith van Name Summary
- Keith van Name, based in Holmdel, NJ, US, is currently a Head of Flourish Insurance Sales at Flourish. Keith van Name brings experience from previous roles at Jackson, EnTrustPermal, QS Investors, LLC and Cartesian. Keith van Name holds a Bachelor of Business Administration - BBA in Accounting @ Dowling College. With a robust skill set that includes Business Development, Capital Raising, Key Account Relationship Building, Sales & Marketing, Alternative Investments and more. Keith van Name has 2 emails and 1 mobile phone numbers on RocketReach.
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