Michael Keller Email & Phone Number
Vice President, Wealth Management @ Gilford Securities
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Michael Keller Location
- Morristown, NJ, US
Michael Keller Work
- Vice President, Wealth Management @ (May 2011 - Present)
- Financial Planning Specialist @ (October 2006 - May 2011)
- Financial Planning Specialist @ (October 2006 - May 2011)
- Fiancial Advisor @ (May 2004 - October 2006)
- Financial Advisor Associate @ (May 2002 - May 2004)
- Managing Director @ Foreign Exchange (May 1998 - September 2001)
Michael Keller Education
- University of Massachusetts, Amherst
Bachelor of Arts (B/A) (History, Political Science (Courses in Finance, Economics, Biology and Chemistry))
1992-1996 - Matignon High School 1988-1992
Michael Keller Skills
- Public Speaking
- Estate Planning
- Retirement Planning
- Strategic Financial Planning
- Investments
- Investment Strategies
- Alternative Investments
- Stock Trading
- Fixed Income Strategies
- Fixed Income Analysis
- Stock Market Analysis
- Equity Research
- Private Equity
- Private Placements
- Technical Equity Analysis
- Fundamental Investment Analysis
- Comprehensive Financial Planning
- Money Management
- Client Development
- Manage Client Relationships
- Manage Client Expectations
- High Net Worth Individuals
- New Business Development
- Business Analysis
- Strategic Financial Planning for Small, Mid-Size & Large Businesses/Corporations
- Municipal Bonds
- Corporate Bonds
- Preservation of Hard Earned Capital
- Economic Analysis
- Equities
- Securities
- Asset Allocation
- Fixed Income
- Financial Services
- Retirement
- Preservation of Hard
- Selling
- Microsoft Office
- Customer Service
- Manage Client
- Mid Size and Large Businesses/Corporations
- Project Planning
- Finance
- Services
- Technical Equity
- High Net Worth
- Strategic Financial Planning for Small
- Buying
- Comprehensive Financial
- Real Estate
- Fundamental Investment
- Strategic Financial
- Wealth Management
Michael Keller Summary
- Michael Keller, based in Morristown, NJ, US, is currently a Vice President, Wealth Management at Gilford Securities. Michael Keller brings experience from previous roles at Citi Smith Barney, Morgan Stanley Wealth Management, UBS and A.G. Edwards & Sons, Inc.. Michael Keller holds a 1992 - 1996 Bachelor of Arts (B/A) in History, Political Science (Courses in Finance, Economics, Biology and Chemistry) @ University of Massachusetts, Amherst. With a robust skill set that includes Public Speaking, Estate Planning, Retirement Planning, Strategic Financial Planning, Investments and more.
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