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
- 2025 -now Chairman and Chief Economist @
- 2024 -2025 Senior Managing Director @
- 1990 -2025 Chairman @
- 1990 -2007 CEO @ The Keller Group Investment Management Inc.
Rick Keller Education
- University of Southern California 1983-1984
- San Diego State University 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 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
Rick Keller
Chairman and Chief Economist
Newport Beach, CA, US
Zane Keller
Chief Executive Officer
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Nicholas Bzovi
Director of Alternative Investments
Newport Beach, CA, US
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