Michael O'Keeffe's Location
New York, NY, US
Michael O'Keeffe's Work
- Board Member @ TrueFiduciary® Institute
- Executive Director and Co-Founder @ TrueFiduciary® Institute
- Enterprise Relationship Manager and Customer Success Manager @ Addepar
- Deployment Manager @ Addepar
- Investment Associate @ 1919 Investment Counsel, LLC
- Investment Associate @ Legg Mason
- Investment Systems and Operations Analyst @ Legg Mason
Michael O'Keeffe's Education
- Loyola University Maryland
BBA (Economics, Minor in Political Science)
2004 - 2008 - Christian Brothers Academy
High School
2000 - 2004
Michael O'Keeffe's Skills
- Investments
- Analysis
- Bloomberg
- Finance
- Asset Allocation
- Equities
- Financial Analysis
- Economics
- Advent
- Microsoft Excel
Michael O'Keeffe's Summary
Michael O'Keeffe, based in New York, NY, US, is currently a Head of Customer Success at Immunefi, bringing experience from previous roles at Self Employed, Canoe and TrueFiduciary® Institute. Michael O'Keeffe holds a 2004 - 2008 BBA in Economics, Minor in Political Science @ Loyola University Maryland. With a robust skill set that includes Investments, Analysis, Bloomberg, Finance, Asset Allocation and more, Michael O'Keeffe contributes valuable insights to the industry. Michael O'Keeffe has 3 emails on RocketReach.
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