Keith Dorney
Sr. Financial Advisor & Planner @ Empower Personal Wealth | Strategic Planning
- Role
- Senior Financial Advisor & Planner at Empower
- Location
- Wilmington, NC, US
- LinkedIn followers
- 500 followers
About Keith Dorney
I am a Sr. Wealth Advisor at Empower Personal Wealth, where I leverage planning strategies to help clients achieve their financial goals and optimize their wealth management. With over 25 years of experience in the finance services industry.I excel at building and maintaining trusting and beneficial relationships with clients, partners, and colleagues, and delivering engaging and tailored presentations. I also collaborate with cross-functional teams to execute effective client service, sales, product management, and marketing strategies, using my analytical, problem-solving, time management, and communication skills. I have a Bachelor of Arts in Mathematics from Rutgers University-New Brunswick, and a certification in Business Development: Strategic Planning from LinkedIn.
Experience
Senior Financial Advisor & Planner
Dec 2023 — Present · New York, NY, US
I am a Sr. Financial Advisor & Planner at Empower Personal Wealth, where I leverage planning strategies to help clients achieve their financial goals and optimize their wealth management. With over 25 years of experience in the finance services industry.I excel at building and maintaining trusting and beneficial relationships with clients, partners, and colleagues, and delivering engaging and tailored presentations. I also collaborate with cross-functional teams to execute effective client service, sales, product management, and marketing strategies, using my analytical, problem-solving, time management, and communication skills. I have a Bachelor of Arts in Mathematics from Rutgers University-New Brunswick, and a certification in Business Development: Strategic Planning from LinkedIn.
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Mathematics
Penn State University
Civil Engineering
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