Keith Brennan is a skilled expert, who works in Brighton Jones main office of which is in 77. on the position of Business Development Manager since 2017. This person has earned professional experience in more than eight positions at various companies. Keith Brennan went to the Ohio University Heritage College of Osteopathic Medicine and received education from 1986 to 1990. Herndon, Virginia is the city, where this expert was known to settle. Their email address and phone can be easily accessed through SoftwareOfficial on demand.
Name variants:
Keith Brennan
Last updated May 30, 2024
Contact Information
Workplace
Colleagues
Work History
Business Development Manager
2030 1St Ave, Seattle, WA 98121
What if your financial advisor had their finger on the pulse of your life, not just the market What if you had anytime access to a team of trusted experts, whose only job was to clarify ever...
from Feb 2017
Senior Business Development Officer
10 Post Office Sq, Boston, MA 02109
Comprehensive wealth management solutions for high net worth individuals and families, including customized investment solutions, wealth planning and family office services. Expanded client ...
Aug 2015 — Nov 2016
Vice President
20 William St SUITE 310, Wellesley, MA 02481
Raised investor capital for WIA's proprietary Convertible Bond Strategies for advisors thru SMA's and Mutual Funds. Developed and maintained relationships with Advisors in the Wire, Regional...
Oct 2014 — Apr 2015
Regional Investment Consultant
2943 Olney Sandy Spring Rd SUITE A, Olney, MD 20832
Raised investor capital for AIA’s Alternative suite of Mutual Fund and ETF strategies for advisors in the Wire, Regional, Independent, and RIA verticals. Provided guidance to advisors and c...
2008 — 2014
Director, Solution Sales
Solution sales expert for the Wealth Mgmt suite of tools, designing the appropriate mix of products and services for major Wirehouses, Regional BD's, and RIA's. Collaborative team effort wit...
2003 — 2008
Relationship Manager and Product Manager and Designer
Relationship Manager/Product Manager/Designer for Enterprise wide Wealth Management software. Responsibilities included -Client Relationship manager for new client roll out and ongoing overs...
2000 — 2002
Training Manager and Product Manager
Training Manager for point of sale hypothetical software (InvestmentView). Territory was lower 48. Product Manager for Financial Desktop hypothetical Software. Initially trained on same soft...
1998 — 2000
Senior Investment Specialist
211 Main St, San Francisco, CA 94105
Senior investment advisor for Schwab retail clients, Served as RIA liaison specializing in matching high net worth investors to fee based advisors on Schwab Institutional side.
1995 — 1998
Education
Occupations
Executive
Business Development Manager
Financial Broker
Financial Consultant
Financial Director
Accountant
Finance and Accounting Specialist
Partner
Operations Manager
Financial Services Professional
Financial Services Sales Agent
Financial Officer
Financial Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Investments
Alternative Investments
Wealth Management
Etfs
Sales
Series 7
Strategic Partnerships
Series 63
Commodity Markets
Tactical Asset Allocation
Series 66
Convertible Bonds
Mutual Funds
Financial Services
Business Development
Business Relationship Management
FAQs about Keith Brennan
What is the profession of Keith Brennan?
This professional's job is Business Development Manager
What are the main profession of This professional?
These person's professions are Executive and Business Development Manager
Where does Keith Brennan live?
Herndon, Virginia is the place where Keith Brennan currently lives
What is the expert's email?
Keith Brennan's email is kb**@arrowfunds.com.
How many companies did Keith Brennan work at?
The professional worked at eight jobs.
What education does Keith Brennan have?
Keith studied at the Ohio University Heritage College of Osteopathic Medicine from 1986 to 1990.
What is professional industry that Keith Brennan is connected to?
This person works in Financial Services industry.
Are there any skills, that Keith Brennan has?
Keith has the following skills: Investments, Alternative Investments, Wealth Management, Etfs, Sales, Series 7, Strategic Partnerships, Series 63, and Commodity Markets.