Geoff Keeling
Chief Investment Officer at NFP
- Role
- Chief Investment Officer at Wealthspire Retirement Advisory
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Chief Investment Officer
Wealthspire Retirement Advisory
May 2023 — Present · Aliso Viejo, CA, US
Education
The University of Texas at Austin
BBA Finance, Finance, Business
Skills
- Investment Management
- Trading
- Fixed Income
- Asset Managment
- Equities
- Equity Valuation
- Due Diligence
- Hedge Funds
- Investment Strategies
- Alternative Investments
- Securities
- Asset Management
- Asset Allocation
- Mutual Funds
- Wealth Management
- Series 7
- Portfolio Management
- Equity Research
- Etfs
- Investments
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.