Nellie Keyhani Email & Phone Number
Director - Advisory @ Curated Wealth Partners
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Nellie Keyhani Location
- United States
Nellie Keyhani Work
- 2025 -now Director - Advisory @
- 2022 -2025 Vice President, Family Office Advisory @
- 2021 -2022 Senior Associate, Family Office Advisory @
- 2007 -2021 Vice President, Advisory Services @
- 2004 -2006 Intern @
Nellie Keyhani Education
- University of San Francisco
MBA (Business Administration and Management, Marketing)
2011-2014 - Cannon Financial Institute
CTFA
Nellie Keyhani Skills
- Business Development
- Sales
- Private Equity
- Mergers
- Investments
- Wealth Management
- Strategic Planning
- Marketing Strategy
- Strategy
- Mergers & Acquisitions
- Finance
- Asset Management
- Financial Analysis
- Portfolio Management
- Management
- Alternative Investments
- Public Speaking
- Leadership
- Customer Service
- Social Media
- Marketing
Nellie Keyhani Summary
- Nellie Keyhani, based in United States, is currently a Director - Advisory at Curated Wealth Partners. Nellie Keyhani brings experience from previous roles at ICONIQ Capital, Whittier Trust Company and Baker & McKenzie. Nellie Keyhani holds a 2011 - 2014 MBA in Business Administration and Management, Marketing @ University of San Francisco. With a robust skill set that includes Business Development, Sales, Private Equity, Mergers, Investments and more. Nellie Keyhani has 3 emails and 3 mobile phone numbers on RocketReach.
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Nellie Keyhani
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