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Mike O'Keeffe Location
New York, NY, US
Mike O'Keeffe Work
Head of Institutions @ (January 2026 - Present)
Advisor @ (June 2025 - Present)
Head of Sales, Partnerships and Customer Success @ (May 2023 - January 2026)
Founder @ Self Employed (July 2021 - May 2023)
Head of Client Success @ (April 2019 - July 2021)
Board Member @ TrueFiduciary® Institute (March 2019 - July 2020)
Executive Director and Co-Founder @ TrueFiduciary® Institute (June 2018 - March 2019)
Enterprise Relationship Manager and Customer Success Manager @ (April 2017 - June 2018)
Deployment Manager @ (November 2015 - April 2017)
Investment Associate @ (November 2014 - November 2015)
Investment Associate @ (April 2012 - November 2014)
Investment Systems and Operations Analyst @ (May 2010 - April 2012)
Operations Associate @ (June 2008 - May 2010)
Mike O'Keeffe Education
Christian Brothers Academy
High School
Loyola University Maryland
BBA (Economics, Minor in Political Science)
Mike O'Keeffe Skills
APX
Accounting
Advent
Analysis
Asset Allocation
Asset Management
Bloomberg
Business Strategy
Consulting
Customer Experience
Customer Retention
Customer Success
ETFs
Economics
Enterprise Software
Equities
Executive Leadership
FactSet
FinTech
Finance
Financial Analysis
Fixed Income
Go-to-Market Strategy
Investments
Management
Microsoft Excel
Microsoft Office
Microsoft Word
Morningstar Direct
Moxy
Mutual Funds
Portia
PowerPoint
Product Development
Social Media
Strategic Planning
Team Leadership
User Experience (UX)
Wealth Management Services
Mike O'Keeffe Summary
Mike O'Keeffe, based in New York, NY, US, is currently a Head of Institutions at Asymmetric Research. Mike O'Keeffe brings experience from previous roles at Adevar Labs - Web3 Security Services, Immunefi, Self Employed and Canoe. Mike O'Keeffe holds a High School @ Christian Brothers Academy. With a robust skill set that includes APX, Accounting, Advent, Analysis, Asset Allocation and more. Mike O'Keeffe has 2 emails and 1 mobile phone numbers on RocketReach.
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