Keith Capasso

Managing Partner and Relationship Manager

Since 2015, Keith Capasso has been working in Columbia Pacific Wealth Management located 77, 77. This professional is a proficient Managing Partner and Relationship Manager with over 14 years of work experience. According to Keith's resume and work profile, Keith has worked at more than five places with diverse backgrounds and gained different skills. Keith studied at the William & Mary from 1996 to 2000. This person has the certification in Chartered Financial Analyst Keith Capasso is experienced in English. Keith Capasso can be found in Seattle, Washington – where this professional is currently located. You can search for Keith Capasso's phone and email. We can also provide you additional contact information upon request.
Name variants:
Keith Capasso
Last updated May 29, 2024

Contact Information

Last Update
Jul 7, 2022
Email
kc**@gmail.com
Location
Seattle, WA

Workplace

Columbia Pacific Wealth Management
Managing Partner and Relationship Manager

Seattle, WA

Industry

Investment Management

Work History

Managing Partner and Relationship Manager

1910 Fairview Ave east SUITE 200, Seattle, WA 98102
Founded in 2010, Columbia Pacific Wealth Management (CPWM) is a comprehensive wealth management firm that delivers compelling investment opportunities to help our clients achieve sustainable...
from May 1, 2015

Wealth Advisor

601 Union St SUITE 1000, Seattle, WA 98101
Mar 2010 — Apr 2015

Wealth Advisor

Jan 2007 — May 2010

Investment Advisor

1 Preserve Pkwy SUITE 610, Rockville, MD 20852
Nov 2004 — Dec 2006

Investment Analyst

125 High St, Boston, MA 02129
Sep 2000 — Nov 2004

Education

1996 — 2000

Occupations

Executive
Managing Partner
Sales Specialist
Relationship Manager
Accountant
Finance and Accounting Specialist
Advisor
Partner
Chief Executive
Account Service Manager
Customer Service
Accounting Bookkeeper
Bookkeeper

Skills

Wealth Management Services
Investment Advisory
Investments
Asset Allocation
Estate Planning
Life Insurance
Asset Managment
Portfolio Management
Investment Management
Mutual Funds
Asset Management
Financial Analysis
Securities
Financial Planning
Investment Strategies
Equities
Alternative Investments

FAQs about Keith Capasso

What's the main profession of Keith Capasso?

The expert is a Managing Partner and Relationship Manager.

What are the profession of Keith Capasso?

These person's professions are Executive and Managing Partner

Where does Keith Capasso currently live?

The expert lives in Seattle, Washington.

Does Keith Capasso have the email address?

kc**@gmail.com is Keith's email address.

Where did Keith Capasso work?

This person worked at Columbia Pacific Wealth Management, Usi Kibble & Prentice.

Where has Keith Capasso studied?

Keith studied at the William & Mary from 1996 to 2000.

What are the certifications of Keith Capasso?

This expert received the following certifications: Chartered Financial Analyst.

What languages does Keith Capasso speak?

Keith Capasso speaks English.
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