Mary Keller Location
Excelsior, MN, US
Mary Keller Work
- 2025 - now Senior Director Client Services @ Sequoia Financial Group
- 2023 - 2025 Director of Operations and Client Service @ Carlson Capital Management
- 2019 - 2023 Manager of Operations and Client Service @ Carlson Capital Management
- 2015 - 2019 Director of Client Services @ Meristem l Cresset
- 2008 - 2019 Operations Manager @ Meristem l Cresset
- 1992 - 2008 Senior Associate Client Services and Operations @ Kopp Investment Advisors
- 1989 - 1992 Operations Manager @ Hambrecht & Quist Equity Managment
- 1988 - 1989 Portfolio Assistant @ Thorson Brown and Plunkett
Mary Keller Education
- St. Cloud State University
Bachelor of Science (B.S.), Finance, General (Finance, General)
1982 - 1987 - University of Wisconsin-Stout
Mary Keller Summary
Mary Keller, based in Excelsior, MN, US, is currently a Senior Director Client Services at Sequoia Financial Group. Mary Keller brings experience from previous roles at Carlson Capital Management and Meristem Family Wealth. Mary Keller holds a 1982 - 1987 Bachelor of Science (B.S.), Finance, General in Finance, General @ St. Cloud State University. Mary Keller has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Sequoia Financial Group Employees
-
Joseph Glick
Chief Operating Officer at Sequoia Financial Group
Cleveland, OH, US45+ -
Tom Haught
President at Sequoia Financial Group
Akron, OH, US25+ -
25
-
35+
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Matthew Dunn
Owner and Principal Consultant at Sequoia Financial Group
Cleveland, OH, US3 -
32
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Kerry Finn
Senior Vice President | Wealth Advisor - Sentinel Family Office at Sequoia Financial Group
California, United States34 -
Adam Hoffmann
Vice President, Portfolio Manager at Sequoia Financial Group
Minneapolis, MN, US35 -
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James Hargadon
Vice President, Head of Manager Research at Sequoia Financial Group
Philadelphia, PA, US23
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