Keith Moore
- Role
- VP, Regional Sales Manager at Osaic
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Experience
VP, Regional Sales Manager
Mar 2023 — Present
Manage a team of Regional Advisory Consultants to promote successful client engagement, uncover best-in-class investment vehicles, implement sound investment strategies with scale, and foster advisor and client relationships.
Education
Grand Canyon University
Bachelor of Science in Business Administration
Skills
- Asset Management
- Securities
- Alternative Investments
- Investments
- Finra
- Retirement Planning
- Wealth Management
- Mutual Funds
- Portfolio Management
- Series 7
- Uniform Combined State Law
- Financial Advisory
- Investment Advisory
- Series 63
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