Benny Clavero

Vice President Of Client Service at Keebeck Wealth Management

Benny Clavero, MBA, currently serves as Vice President of Client Service at Keebeck Wealth Management, a registered independent advisory firm focused on assisting high net-worth individuals, corporate executives, and multi-generational families with their financial decision-making. Prior experience includes roles as a Senior Analyst and Client Services Analyst at BNY Mellon | Pershing, as well as various positions at Charles Schwab, where responsibilities encompassed operations and financial services. Benny began a career in social compliance at UL, conducting assessments and verifying corrective actions. Educational achievements include a Master of Business Administration and a Bachelor of Science in Finance, both from the University of Central Florida.

Links

Previous companies


Org chart


Teams

This person is not in any teams


Offices

This person is not in any offices