Patrick Keel Email & Phone Number
Vice President of Business Development and Partnerships @ Advisor Logistics, LLC
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Patrick Keel Location
- San Antonio, TX, US
Patrick Keel Work
- Vice President of Business Development and Partnerships @ (November 2025 - Present)
- Director of Trading Services @ (October 2021 - April 2025)
- Chief Operating Officer @ (November 2019 - October 2021)
- Client and Team Service Officer @ (February 2019 - November 2019)
- Chief Operating Officer @ (November 2018 - February 2019)
- Co-Founder and Managing Member at Advisor Logistics, LLC @ Advisor Logistics, LLC (April 2018 - April 2019)
- Chief Operating Officer @ TradeWarrior, Inc. (November 2015 - December 2017)
- Director Of Operations @ (April 2014 - November 2015)
- Director of Portfolio Management @ Vista Wealth Management, LLC (April 2010 - April 2013)
- Trading Manager @ TIAA Kaspick (March 1998 - April 2010)
Patrick Keel Education
- Santa Clara University Leavey School of Business
Bachelor of Applied Science - BASc (Finance and Financial Management Services)
- Garces Memorial High School
Patrick Keel Skills
- Strategic Planning
- Outsourced Portfolio Management
- Trading and Rebalancing
- Investments
- Finance
- Financial Analysis
- Trading
- Investment Strategies
- Asset Management
- Back Office Operations
- Wealth Management
- Financial Modeling
- Financial Services
- Risk Management
- Asset Allocation
- Trading Systems
- Creative Problem Solving
- Portfolio Optimization
- Financial Software
- Series 65
Patrick Keel Summary
- Patrick Keel, based in San Antonio, TX, US, is currently a Vice President of Business Development and Partnerships at Advisor Logistics, LLC. Patrick Keel brings experience from previous roles at Addepar and AdvisorPeak, Inc. Patrick Keel holds a Bachelor of Applied Science - BASc in Finance and Financial Management Services @ Santa Clara University Leavey School of Business. With a robust skill set that includes Strategic Planning, Outsourced Portfolio Management, Trading and Rebalancing, Investments, Finance and more. Patrick Keel has 2 emails and 3 mobile phone numbers on RocketReach.
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