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
- 2025 -now Vice President of Business Development and Partnerships @
- 2021 -2025 Director of Trading Services @
- 2019 -2021 Chief Operating Officer @
- 2019 -2019 Client and Team Service Officer @
- 2018 -2019 Chief Operating Officer @
- 2018 -2019 Co-Founder and Managing Member at Advisor Logistics, LLC @ Advisor Logistics, LLC
- 2015 -2017 Chief Operating Officer @ TradeWarrior, Inc.
- 2014 -2015 Director Of Operations @
- 2010 -2013 Director of Portfolio Management @ Vista Wealth Management, LLC
- 1998 -2010 Trading Manager @ TIAA Kaspick
Patrick Keel Education
- Garces Memorial High School
- Santa Clara University Leavey School of Business
Bachelor of Applied Science - BASc (Finance and Financial Management Services)
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 Garces Memorial High School. 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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