Mark Keating Email & Phone Number
Senior Wealth Advisor, Managing Partner, Chief Investment Officer
5 free lookup(s).
Mark Keating Location
- Sebastopol, CA, US
Mark Keating Work
- 2008 -now Senior Wealth Advisor, Managing Partner, Chief Investment Officer @ Willow Creek Wealth Management, Inc.
- 2006 -2008 Investment Advisor @
- 2002 -2005 Institutional Equity Trader @ Wells Fargo Securities
- 2000 -2001 Assistant Trader @
Mark Keating Education
- Santa Clara University
Bachelor of Science (Accounting)
1993-1997 - Cardinal Newman High School 1989-1993
Mark Keating Skills
- Wealth Management
- Equities
- Portfolio Management
- Strategic Financial Planning
- Capital Markets
- Derivatives
- Management
- Investments
- Trading
- Microsoft Excel
- Bonds
- Customer Service
- Investment Advisory
- Financial Analysis
- Asset Managment
- Retirement Planning
- Securities
- Equity Trading
Mark Keating Summary
- Mark Keating, based in Sebastopol, CA, US, is currently a Senior Wealth Advisor, Managing Partner, Chief Investment Officer at Willow Creek Wealth Management, Inc.. Mark Keating brings experience from previous roles at Exchange Bank, Wells Fargo Securities and WR Hambrecht + Co. Mark Keating holds a 1993 - 1997 Bachelor of Science in Accounting @ Santa Clara University. With a robust skill set that includes Wealth Management, Equities, Portfolio Management, Strategic Financial Planning, Capital Markets and more. Mark Keating has 1 emails and 1 mobile phone numbers on RocketReach.
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