Michael Keller Email & Phone Number

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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)

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

Alternative Investments
Asset Allocation
Business Analysis
Client Development
Comprehensive Financial Planning
Corporate Bonds
Economic Analysis
Equities
Equity Research
Estate Planning
Financial Services
Fixed Income
Fixed Income Analysis
Fixed Income Strategies
Fundamental Investment Analysis
High Net Worth Individuals
Investment Strategies
Investments
Manage Client Expectations
Manage Client Relationships
Money Management
Municipal Bonds
New Business Development
Preservation of Hard Earned Capital
Private Equity
Private Placements
Public Speaking
Retirement
Retirement Planning
Securities
Stock Market Analysis
Stock Trading
Strategic Financial Planning
Strategic Financial Planning for Small, Mid-Size & Large Businesses/Corporations
Technical Equity Analysis
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, 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 Alternative Investments, Asset Allocation, Business Analysis, Client Development, Comprehensive Financial Planning and more.