Scott O'Keeffe Email & Phone Number
AVP, Partner Development @ United Planners Financial Services
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Scott O'Keeffe Location
- Scottsdale, AZ, US
Scott O'Keeffe Work
- 2015 -now AVP, Partner Development @
- 2011 -2015 Partner Development Consultant @
- 2008 -2010 Regional Vice President, Business Development @
- 2001 -2007 Regional Vice President, Supervision @ AIG Financial Advisors
Scott O'Keeffe Education
- Arizona State University
B.S. (Finance)
1989-1994 - Arizona State University
Scott O'Keeffe Skills
- Series 7
- Investments
- Mutual Funds
- Securities
- Series 63
- Wealth Management
- Retirement Planning
- Investment Advisory
- Retirement
- Financial Services
Scott O'Keeffe Summary
- Scott O'Keeffe, based in Scottsdale, AZ, US, is currently a AVP, Partner Development at United Planners Financial Services. Scott O'Keeffe brings experience from previous roles at United Planners Financial Services, SagePoint Financial and AIG Financial Advisors. Scott O'Keeffe holds a 1989 - 1994 B.S. in Finance @ Arizona State University. With a robust skill set that includes Series 7, Investments, Mutual Funds, Securities, Series 63 and more. Scott O'Keeffe has 2 mobile phone numbers on RocketReach.
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