David Keller
Strongsville,OH
Summary
Accomplished wealth professional with more than 20 years in serving clients and institutions with AUM relationships from $1MM to $30MM in size. Broad background that includes managing and motivating teams, growing new assets, finding new clients and consistently meeting or exceeding expected results.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Senior Portfolio Manager
Key Private Bank
Cleveland, OH
04.2022 - Current
- Provide options to high net worth clients to increase yields and minimize risk.
- Perform due diligence on new investment opportunities including researching industry trends, competitors, and regulatory environment.
- Conduct regular reviews of market conditions in order to adjust allocations accordingly.
- Educate staff members on best practices related to portfolio management processes.
Senior Portfolio Manager- Team Lead
Huntington Bank
Wooster, OH
03.2014 - 04.2022
- Constructed portfolios that are tailored to meet clients' specific objectives while adhering to guidelines set by governing bodies.
- Monitored investments, identified risks, and managed portfolio performance through regular reviews.
- Conducted performance reviews for direct reports and provided feedback for improvement opportunities.
- Worked with management team to develop operational goals aligned with business strategy.
Senior Portfolio Manager- Regional Team Leader
Key Private Bank
Cleveland, OH
03.1995 - 06.2013
- Analyzed team performance on weekly basis through review of in-depth reports.
- Developed budgeting processes for the region that were within corporate guidelines while still meeting business needs.
- Assisted junior portfolio managers in developing their skillset by providing guidance when needed.
Education
MBA - Finance
Cleveland State University
Cleveland, OH06-2003
BBA - Business Quantitative Methods
Cleveland State University
Cleveland, OH06-1990
Skills
- Business Development
- Coaching and Mentoring
- Key Performance Indicators
- Leadership
- Teamwork and Collaboration
- Change Leadership
- Team Development
- Client Relationship Management
- Asset Allocation
- Identifying Opportunities
- Making Investment Recommendations
- Portfolio Management
Certification
Certificate of Achievement, Dale Carnegie Course: Skills for Success. November 2023
Investment Management Theory & Practice, Yale School of Management- Executive Education. August 2019
- Certified Investment Managed Analyst, CIMA. December 2019
Timeline
Senior Portfolio Manager
Key Private Bank
04.2022 - Current
Senior Portfolio Manager- Team Lead
Huntington Bank
03.2014 - 04.2022
Senior Portfolio Manager- Regional Team Leader
Key Private Bank
03.1995 - 06.2013
MBA - Finance
Cleveland State University
BBA - Business Quantitative Methods
Cleveland State University
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