Rick Keller Email & Phone Number
Chairman and Chief Economist @ Ducere Wealth
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Rick Keller Location
- Newport Beach, CA, US
Rick Keller Work
- Chairman and Chief Economist @ (July 2025 - Present)
- Senior Managing Director @ (July 2024 - May 2025)
- Chairman @ (January 1990 - January 2025)
- CEO @ The Keller Group Investment Management Inc. (January 1990 - October 2007)
Rick Keller Education
- University of Southern California
Financial Planning Program (Finance and Financial Management Services)
1983-1984 - San Diego State University
BS (Finance)
1977-1979
Rick Keller Skills
- Wealth Management
- Commercial Banking
- Investments
- Financial Advisory
- Strategic Financial Planning
- Series 7
- Portfolio Management
- Wealth
- High Net Worth Individuals
- Private Banking
- Estate Planning
- Asset Management
- Investment Advisory
- Valuation
- Investment Management
- Small Business
- Mortgage Lending
- Retirement Planning
- Financial Services
- Fixed Income
- Alternative Investments
- Project Management
- Financial Planners
- 401k
- Financial Analysis
- Financial Planning
- Banking
- Private Equity
- Sales
- Asset Managment
- Loans
- Startups
- Cash Management
- Microsoft Office
- Wealth Management Services
- Executive Management
- Equities
- Finance
- Financial Modeling
- Series 63
- Hedge Funds
- Venture Capital
- Microsoft Excel
- Bonds
- Mutual Funds
- Asset Allocation
- Securities
- Investment Strategies
- Mergers and Acquisitions
- Commercial Lending
- Leadership
Rick Keller Summary
- Rick Keller, based in Newport Beach, CA, US, is currently a Chairman and Chief Economist at Ducere Wealth. Rick Keller brings experience from previous roles at First Foundation Inc. and The Keller Group Investment Management Inc.. Rick Keller holds a 1983 - 1984 Financial Planning Program in Finance and Financial Management Services @ University of Southern California. With a robust skill set that includes Wealth Management, Commercial Banking, Investments, Financial Advisory, Strategic Financial Planning and more. Rick Keller has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Ducere Wealth Employees
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Senior Wealth Advisor
Irvine, CA, US
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Irvine, CA, US
Kent Tkach
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Lemont, IL, US
Silvia Zada
Director of Administration
Newport Beach, CA, US
Phillip Chong
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Zane Keller
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Alexis Miranda
Wealth Advisor
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Pamela Mendoza
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