Keith Beverly is a eficient professional, who works in North Carolina A&T State University on the position of Board Member - Family Financial Planning Certificate Program since 2019. This person gained professional experience in more than 16 positions at various companies. Keith Beverly went to the Unc Kenan - Flagler Business School and was studying there from 2009 to 2011. This expert has the following qualifications: Certified Financial Planner (Inactive), Chartered Financial Analyst, and Cfp Board, License #87723 (Inactive). Raleigh, North Carolina is the city, where this professional was known to live. Their phone and email can be easily accessed through this website by request.
Name variants:
Keith Beverly
Last updated May 30, 2024
Contact Information
Last Update
Jul 4, 2022
Email
kb**@newparadigmadvisory.com
Location
Raleigh, NC
Workplace
Board Member - Family Financial Planning Certificate Program
Industry
Higher Education
Colleagues
Work History
Board Member - Family Financial Planning Certificate Program
It is truly an honor to serve on the board of the Family Financial Planning Certificate Program, one of the few Certificate Programs in the country offered at an Historically Black College a...
from Jun 2019
Managing Partner and Chief Information Officer
With over 15 years of investment management and financial planning experience, Keith’s responsibilities range from building customized investment portfolios to implementing sophisticated fin...
from Dec 2018
Wealth Manager
I work with high net worth households, the vast majority of whom are medical professionals, entrepreneurs, business executives or attorneys. I begin most client relationships by developing a...
Mar 2017 — Nov 2018
Founder
I founded moXY Financial to educate overachieving Gen X and Y households committed to service and building wealth. In that order. The financial professionals who provide training hold themse...
from Jan 2015
Principal, Chief Investment Officer
I was the Chief Investment Officer for New Paradigm Advisory Group, a fee-only investment advisory and financial planning practice, with headquarters in Durham, NC and an office in Bethesda,...
Jul 2011 — Dec 2014
Cfp Instructor - Investments
I teach the Investments portion of the comprehensive examination to aspiring CFP(R) Professionals.
Feb 2014 — Sep 2014
Intern - Vanguard Institutional Advisory Services
100 Vanguard Blvd, Valley Forge, PA
May 2010 — Aug 2010
Education
2009 — 2011
1998 — 2002
1994 — 1998
Occupations
Executive
Chief Information Officer
Managing Partner
Board Member
Accountant
Finance and Accounting Specialist
Financial Broker
Certified Financial Planner
Financial Analyst
Technology Director
Technical Managers
Partner
Chief Executive
Management Team Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Puchasing and Estimating Manager
Financial Manager
Skills
Entrepreneurship
Leadership
Public Speaking
Strategy
FAQs about Keith Beverly
What's the main profession of Keith Beverly?
Keith Beverly is a Managing Partner and Chief Information Officer.
What are the profession of The expert?
These person's professions are Executive and Chief Information Officer
Where does Keith Beverly currently live?
Raleigh, North Carolina is the place where Keith Beverly currently lives
What is Keith Beverly's email?
The professional's email is kb**@newparadigmadvisory.com.
Where did Keith Beverly work?
This expert worked at North Carolina A&T State University, Grid 202 Partners.
Where has Keith Beverly studied?
Keith studied at the Unc Kenan - Flagler Business School from 2009 to 2011.
What are the certifications of Keith Beverly?
Keith received the following certifications: Certified Financial Planner (Inactive), Chartered Financial Analyst, Cfp Board, License #87723 (Inactive), and Cfa Institute, License 392368.
Are there any professional industries, that Keith Beverly works in?
Keith Beverly works in Financial Services industry.