Keith Piken
Chief Operating Officer, Capital Client Group
- Role
- President, Capital Goup Private Client Services at Capital Group Private Client Services
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Keith Piken
Leadership through adversity & change - Retirement expertise - Sales & business…
Experience
President, Capital Goup Private Client Services
Capital Group Private Client Services
Jul 2023 — Present · Los Angeles, CA, US
Education
Boston College
Bachelor of Arts (B.A.)
Skills
- Marketing
- Series 63
- Product Management
- Fixed Annuities
- Distribution Strategies
- Business Relationship Management
- Portfolio Management
- Series 7
- Qualified Retirement Plans
- Retirement Planning
- Retirement Plan Consulting
- Finra
- Business Strategy
- Asset Allocation
- Banking
- Mutual Funds
- Defined Contribution
- Leadership
- Relationship Management
- Financial Advisory
- Etfs
- Equities
- Sales
- 401k
- Financial Planning
- Fixed Income
- Asset Management
- Mergers & Acquisitions
- Business Development
- Wealth Management
- Management
- Financial Services
- Investments
- Iras
- Qualifying Prospects
- Insurance
- Series 24
- Financial Analysis
- Retirement
- 401(K) Retirement Savings Plans
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