Mary Keller Email & Phone Number
Senior Director, Business Analyst @ Sequoia Financial Group
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Mary Keller Location
- Excelsior, MN, US
Mary Keller Work
- Senior Director, Business Analyst @ (June 2026 - Present)
- Senior Director Client Services @ (April 2025 - October 2026)
- Director of Operations and Client Service @ Carlson Capital Management (June 2023 - April 2025)
- Manager of Operations and Client Service @ Carlson Capital Management (November 2019 - June 2023)
- Director of Client Services @ (May 2015 - November 2019)
- Operations Manager @ (April 2008 - November 2019)
- Senior Associate Client Services and Operations @ (June 1992 - March 2008)
- Operations Manager @ Hambrecht & Quist Equity Managment (January 1989 - January 1992)
- Portfolio Assistant @ Thorson Brown and Plunkett (January 1988 - January 1989)
Mary Keller Education
- St. Cloud State University
Bachelor of Science (B.S.) (Finance, General)
1982-1987 - UW-Stout Polytechnic
Mary Keller Skills
- Asset Management
- Business Process Improvement
- Compliance
- Continous Improvement
- Director of Operations
- Financial Planning
- Leadership
- Management
- Manager of Client Service Representatives
- Mutual Funds
- Operations Management
- Portfolio Management
- Project Management
- SEC Audit
- Strategic Planning
- Wealth Management
Mary Keller Summary
- Mary Keller, based in Excelsior, MN, US, is currently a Senior Director, Business Analyst at Sequoia Financial Group. Mary Keller brings experience from previous roles at Sequoia Financial Group, Carlson Capital Management and Meristem Family Wealth. Mary Keller holds a 1982 - 1987 Bachelor of Science (B.S.) in Finance, General @ St. Cloud State University. With a robust skill set that includes Asset Management, Business Process Improvement, Compliance, Continous Improvement, Director of Operations and more. Mary Keller has 4 emails and 1 mobile phone numbers on RocketReach.
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