Keith Glaser has been a Partner, Wealth Management in Platinum Wealth Partners since 2009. Additionally, this expert has professional experience at more than three companies in the relevant field. Keith has a total work experience of eight+ years. Keith Glaser studied at the University of Florida - Warrington College Of Business from 1996 to 2000. Now Keith lives in Tampa, Florida region. Find this expert's actual phone and email with our search.
Name variants:
Keith Glaser
Last updated May 30, 2024
Contact Information
Last Update
Jul 12, 2022
Email
kg**@platinumwp.com
Location
Tampa, FL
Company
Workplace
Partner, Wealth Management
Tampa, FL
Industry
Financial Services, Investment Advisory Service, Misc Personal Services
Colleagues
Work History
Partner, Wealth Management
I help both individuals and business owners to build their financial independence. At Platinum Wealth Partners we offer a wide range of programs and services – from portfolio management to r...
from Feb 2009
Financial Advisor
•Recruited to build revenues based on track record of rapidly
increasing sales.
•Managed $35 million fee-based financial planning practice including
80 client accounts and related invest...
Oct 2004 — Nov 2008
Financial Advisor
•Singlehandedly acquired, developed, and serviced $20 million fee-
based financial planning practice.
•Handled prospecting and client relationship building with high net
worth individual...
Jul 2000 — Oct 2004
Education
Occupations
Executive
Founder
Chief Executive Officer
Partner
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Sales Specialist
Sales Support
Founding Member
Chief Executive
Corporate Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Services Professional
Sales Representative
Skills
Wealth Management
Investments
Retirement Planning
Asset Allocation
Portfolio Management
Investment Strategies
Financial Advisory
Insurance
Finance
Financial Risk
Estate Planning
Retirement
Financial Planning
Loans
Fixed Annuities
Wealth
Asset Management
Equities
Microsoft Exchange
Iras
Series 7
Asset Managment
Securities
Investment Advisory
Mutual Funds
Alternative Investments
Financial Markets
Series 66
Series 31
Management
Strategic Planning
Marketing Strategy
Financial Analysis
Financial Services
Leadership
Sales
Marketing
Life Insurance
General Insurance