Keith Lennon
Relationship Executive at Financial Engines
- Role
- Relationship Executive at Financial Engines
- Location
- Tacoma, WA, US
- LinkedIn followers
- 500 followers
About Keith Lennon
Broadly skilled investment professional with over 25 years experience in financial services focused in the areas of client service, management and product development. Strong leadership, interpersonal and analytical skills with institutional and retail clients. Highly motivated leader with excellent organizational and communication abilities.
Experience
Relationship Executive
May 2018 — Present
Responsible for building strategic relationships with large plan sponsors.
Education
Pacific Lutheran University - School of Business
BA
Skills
- Pensions
- Pension Funds
- Investment Management
- Defined Contribution
- Defined Benefit
- Hedge Funds
- Equities
- Investment Strategies
- Alternative Investments
- Wealth Management
- Financial Services
- Institutional Sales
- Securities
- Investment Advisory
- Series 24
- Portfolio Management
- Series 7
- Client Services
- Asset Management
- Relationship Management
- Series 63
- Economics
- Asset Allocation
- Mutual Funds
- 401k
- Investments
- Asset Managment
- Financial Advisory
- Uniform Combined State Law
- Institutional Investments
- Institutional Investors
- Finra
- Bloomberg
- Fixed Income
- Fund of Funds
- Vendor Management
- Etfs
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