Kevin Keefe's Location
San Diego, CA, US
Kevin Keefe's Work
- Chief Executive Officer @ Coastal Equities, Inc.
- Board Member @ FMT Solutions
- Senior Advisor @ BNY Mellon
- Advisory Board @ Truelytics (Acquired by Envestnet)
- Advisory Board @ Complect
- Founder and Managing Partner @ Keefe Capital Partners, LLC
- President and CEO @ First Allied Securities, Inc.
- Executive Vice President @ Advisor Group
- Consultant @ FUSE Research Network
- Senior Vice President @ LPL Financial
Kevin Keefe's Education
- Suffolk University - Sawyer Business School
Bachelor of Science - BS (Business Administration, Finance Concentration)
Kevin Keefe's Skills
- Wealth Management
- Investments
- Mutual Funds
- Asset Managment
- ETFs
- Investment Advisory
- Portfolio Management
- Retirement Planning
- Business Planning
- Equities
Kevin Keefe's Summary
Kevin Keefe, based in San Diego, CA, US, is currently a Chief Executive Officer at CoastalOne, bringing experience from previous roles at FMT Solutions, BNY Mellon, Truelytics (Acquired by Envestnet) and Complect. Kevin Keefe holds a Bachelor of Science - BS in Business Administration, Finance Concentration @ Suffolk University - Sawyer Business School. With a robust skill set that includes Wealth Management, Investments, Mutual Funds, Asset Managment, ETFs and more, Kevin Keefe contributes valuable insights to the industry. Kevin Keefe has 6 emails and 1 mobile phone number on RocketReach.
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Ross Brannon
Tax-Shelter and Private Equity Consultant at CoastalOne at Coastal Equities, Inc.
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