Keith van Name Email & Phone Number

Head of Enterprise Sales @ Halo Investing

View Keith's Email & Phone Number

5 free lookup(s). No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Keith van Name Location

Holmdel, NJ, US

Keith van Name Work

Head of Enterprise Sales @ (August 2026 - Present)
Head of Flourish Insurance Sales @ (March 2025 - July 2026)
Managing Director, RIA and Wealth Managers @ (February 2019 - December 2024)
Senior Vice President, Private Wealth @ (April 2017 - October 2018)
Head of International Relationship Management and Business Development @ (January 2011 - February 2017)
Vice President Of Business Development @ (July 2010 - January 2011)
First Vice President @ IDB Asset Management (January 2008 - July 2010)
Senior Vice President @ (March 2001 - May 2004)
Senior Vice President @ Zurich Scudder Investments (March 1996 - March 2001)
Principal @ (January 1993 - March 1996)

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
LinkedIn
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 Enterprise Sales at Halo Investing. Keith van Name brings experience from previous roles at Flourish, Jackson, EnTrustPermal and QS Investors, LLC. 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.