Benjamin Sande
Client-Centered Financial Services Associate | Keystone Financial Group | Building Toward Advisory
- Role
- Client Services Associate at Keystone Financial Services
- Location
- Bellevue, NE, US
- LinkedIn followers
- 500 followers
About Benjamin Sande
I believe financial planning is about more than numbers. It’s about helping people live with confidence and purpose.At Keystone Financial Services in Omaha, I’m training to become a Wealth Advisor. My goal is to guide individuals and families toward clarity in their financial lives through education, thoughtful strategy, and genuine relationships built on trust.Before Keystone, I developed strong analytical and client service foundations at NEI Global Relocation and TD Ameritrade. At NEI, I prevented a major expense overpayment through detailed risk management and policy insight. At TD Ameritrade, I earned MVP recognition and a 90% client satisfaction score for creating meaningful, client-centered experiences.Integrity, transparency, and continuous learning shape my approach to advising — helping clients make informed decisions today that build the freedom and security they want for tomorrow.
Experience
Client Services Associate
Sep 2025 — Present · Omaha, NE, US
Education
Wartburg College
Bachelor of Arts - BA, Social Work
Skills
- Federal Government
- Political Campaigns
- Event Planning
- United States Supreme Court
- International Relations
- Public Policy
- Political Science
- Teamwork
- Microsoft Word
- Legal Writing
- Community Outreach
- Microsoft Office
- Editing
- Government
- Social Media
- Writing
- Volunteer Management
- Microsoft Excel
- Powerpoint
- Customer Service
- Debate
- Politics
- Organization
- Research Design
- Public Speaking
- Time Management
- Leadership
- Research
- Program Development
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