Simon Keeling Email & Phone Number
Financial Advisor, CFP®, AAMS™ @ Edward Jones
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Simon Keeling Location
- Concord, NH, US
Simon Keeling Work
- 2009 -now Financial Advisor, CFP®, AAMS™ @
- 2009 -now Asst. Men's Basketball Coach @
- 2006 -2009 V.P. Sales and Service @
- 2004 -2006 International Recruitment Office Assistant @
- 2004 -2005 Director and Head Basketball Coach @ Sporting, Direction & Knowledge
Simon Keeling Education
- College for Financial Planning
Certified Financial Planner™
2013-2015 - College for Financial Planning
Accredited Asset Management Specialist™
2010-2011 - Johnson & Wales University
Bachelor of Science (Sports/Entertainment/Event Management)
2004-2006 - NHTI, Concord's Community College
Sports Management
2003-2004 - East Durham College
A-Levels (Psychology, Sociology, Media, & I.T.)
2000-2002
Simon Keeling Skills
- Social Media
- Public Speaking
- Retirement Savings
- Personal Financial Strategies
- Individual Retirement
- Retirement Planning
- Financial Calculators
- Annuities
- Portfolio and Retirement Reviews
- Retirement Plan Rollovers and Consolidation
- Fixed Income Investments
- Individual Retirement Accounts
- Spending
- Life Insurance
- Mutual Funds
- Systematic Investing
- Spending and Borrowing Solutions
- Estate Considerations
- Education Savings
- Saving
- Marketing
- Event Management
- Personal Financial
- Customer Service
- Business Retirement
- Investor Education
- Long Term Care Insurance
- Coaching
- Portfolio and Retirement
- Retirement Plan Options and Consolidation
- Retirement Plan
- Equity Investments
- Investor Education Programs
- Business Retirement Plans
Simon Keeling Summary
- Simon Keeling, based in Concord, NH, US, is currently a Financial Advisor, CFP®, AAMS™ at Edward Jones. Simon Keeling brings experience from previous roles at NHTI - Concord's Community College, Idaho Stampede - NBA D-League (Utah Jazz Affiliate), Johnson & Wales University and Sporting, Direction & Knowledge. Simon Keeling holds a 2013 - 2015 Certified Financial Planner™ @ College for Financial Planning. With a robust skill set that includes Social Media, Public Speaking, Retirement Savings, Personal Financial Strategies, Individual Retirement and more. Simon Keeling has 2 emails and 1 mobile phone numbers on RocketReach.
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