Keyonn Whitfield
Macomb
Summary
Financial services professional with nearly a decade of experience helping investors and advisors navigate complex financial decisions. I specialize in simplifying sophisticated concepts, building trust with affluent clients, and guiding high-stakes conversations that lead to confident decisions. Alongside my sales background, I independently study decision-making under uncertainty, giving me a unique perspective on investor psychology. My primary focus is driving revenue growth through consultative sales and relationship building.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Independent Researcher
LPL Systems
11.2025 - Current
- International speaker regarding the enablement of scaling autonomous systems in real world environments
- Developed conceptual frameworks around supervisory systems and escalation management.
- Studied adoption friction and workflow bottlenecks in emerging technologies.
- Supporting Intelligent Infrastructure Economic zones, Public Infrastructure Network Nodes & Autonomous City Services
Regional Vice President of Sales
Brighthouse Financial
11.2024 - 11.2025
- $12M in sales volume
- Tasked with the revitalization of an atrophied geographical sales area
- Managed existing relationships and cultivated new customer relationships
Advanced Planning Consultant
Jackson National
05.2022 - 10.2024
- Conference speaking engagements
- Led over 1700+ 1-on-1 virtual meetings
- Assisted investment advisors in building financial plans & the implementation of complex financial products via various technologies
Senior RIA Consultant
DPL Financial Partners
01.2022 - 07.2022
- $13M in sales volume
- Led a team of 3 in supporting Investment Advisors in the integration of alternatives, insurance & other investment solutions via various technology platforms
- On-boarded 12 new RIA firms
Internal Wholesaler
Jackson National Life Distributors
02.2019 - 10.2020
- Set 400+ sales meetings for external closer partner
- Supported a sales territory producing $150M+ sales volume
- Provided in-depth annuity product knowledge to financial advisor partners & facilitated transactions via various technologies
Financial Representative
Northwestern Mutual Life Insurance
05.2017 - 10.2018
- On-boarded 20+ clients
- Tasked with building my own book of business via my own network
- Conducted comprehensive needs analysis to identify appropriate insurance and investment solutions.
Education
BBA - Finance
Northwood University
Midland, MISkills
- Systems Thinking
- Operational Workflow Analysis
- Strategic Communication
- Adaptable
Certification
Life, Accident & Health
Series 6, 7 & 63
Timeline
Independent Researcher
LPL Systems
11.2025 - Current
Regional Vice President of Sales
Brighthouse Financial
11.2024 - 11.2025
Advanced Planning Consultant
Jackson National
05.2022 - 10.2024
Senior RIA Consultant
DPL Financial Partners
01.2022 - 07.2022
Internal Wholesaler
Jackson National Life Distributors
02.2019 - 10.2020
Financial Representative
Northwestern Mutual Life Insurance
05.2017 - 10.2018
BBA - Finance
Northwood University