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Alexander Keller

Director, Investments at Corient

Alexander Keller, CFA has work experience in various roles and industries. Alexander began their career in 2005 as a Technical Support/Repair/Salesperson at Best Buy/Geek Squad, where they consistently exceeded sales quotas and achieved high customer satisfaction. In 2007, they joined California State Parks as a Network Administrator before transitioning to Scottrade as an Investment Consultant in 2008. Keller then worked as an Agent at New York Life Insurance Company from 2015 to 2017. Alexander later joined Ameriprise Financial Services, Inc. as a Financial Planning Analyst, where they conducted research, optimized client portfolios, and traded in clients' accounts. Keller then became the Director of Research and Trading at Surevest Wealth Management in 2019, a position they held until 2023. Alexander currently serves as the Director of Research & Trading at Corient.

Alexander Keller, CFA obtained a Bachelor of Science degree in Financial Services from California State University, Northridge in the years 2007 to 2009. In addition to their degree, they completed the Applied Data Science Program at MIT Professional Education in March 2022. Furthermore, they obtained the CFA designation, although the institution and specific details are not provided.

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Timeline

  • Director, Investments

    April 1, 2024 - present

  • Director Of Research & Trading

    July, 2023